Genesis Financial Group

Whether you’re planning for retirement or already enjoying your golden years, Genesis Financial Group is here to help you make financial decisions that positively impact your life and the people and causes you care about. And when we say we care for our clients like we care for our families, we mean it. You can depend on us to provide transparent, actionable guidance that helps you manage your money with confidence and lead a life filled with meaning and gratitude.  

Team intro

Whether you’re planning for retirement or already enjoying your golden years, Genesis Financial Group is here to help you make financial decisions that positively impact your life and the people and causes you care about. And when we say we care for our clients like we care for our families, we mean it. You can depend on us to provide transparent, actionable guidance that helps you manage your money with confidence and lead a life filled with meaning and gratitude.  

Our story

After working with our fathers for many years and then taking over their long-standing practices, we understand the positive impact skilled financial professionals can have on their clients’ retirement and wealth management strategies. Genesis Financial Group is proud to carry on their legacy by providing retirement income planning and wealth management resources you can depend on.  

Our team

Pam Miscia

ChFC®, CLTC®

Wealth Advisor

Julia Weston

MBA, CFP®, FIC, CLTC®

Director Financial Planning Operations

Mark Manning

FIC

Financial Associate

Our advice approach

Building your financial blueprint

Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.

How we work with you

At Genesis Financial Group, we strive to grow strong, lasting relationships with our clients built on personalized, dependable financial advice. We work to make the financial planning process as simple and straight forward as possible by integrating your objectives with a blueprint that can grow and change as your life does.

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Additional information

While working with Thrivent and throughout your entire financial journey, questions are sure to arise. We can help you find the answers. Following are common questions and answers from individuals just like you.

Office information

Operating hours:

M – F: 8:30 a.m. – 4:30 p.m.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.