Our team

Founder and Owner- Pamela Miscia Carlson, CHFC®, CLTC®, Wealth Advisor

Pam over 20 years of experience in the financial industry. Pam’s career began in investment management and analysis. She later began working alongside her father in his practice, where she built a solid foundation of knowledge and expertise. She also gained valuable industry experience before founding Genesis Financial Group. Pam values her partnership with Thrivent and is deeply committed to fostering meaningful relationships with her clients.

Pam specializes in:

• Wealth Management
• Pre-retiree income planning
• Income distribution strategies throughout retirement
• Legacy planning through investment management and strategic estate planning solutions

Pam and her husband, Jeremy, have two children, Olivia and Owen, and two dogs, Stanley and Wilson.   

Ericka started working for Genesis Financial Group in 2022 and provides clients with a welcoming, thoughtful and compassionate experience. She was recently promoted to an associate advisor with our firm.

Ericka works closely under Pam and is instrumental in assisting with client meetings, transactions, and overall planning advice. She plays a key role in ensuring that clients receive the personalized attention they deserve. She meets with clients to assess their goals and determine the next steps in the planning process. Ericka began her financial career outside our firm and continues to grow in being an integral part of our team.

She seeks to understand what clients value so she can help them plan for the future. Ericka truly enjoys serving others and feels privileged to help people on their financial journey.

Ericka’s greatest joys are her two children. She also loves being creative, especially when painting, woodworking, designing, decorating and gardening. 

Mark has been helping clients plan for retirement and protect their families since he started working for Thrivent in 1996. He enjoys helping people find answers to their financial questions and providing ongoing service as his clients’ lives evolve. He believes that to effectively manage your liabilities, you must first discover what they are. 

Mark lives in Newtown, Connecticut, with his wife, Cindy. They have two sons, Ryan and Peyton, and a granddaughter, Autumn. He loves golfing, biking, hiking, walking and spending time with family on the beaches of Nags Head, North Carolina, each summer. 

Joe has worked for Thrivent in many roles since he began his practice in 1984. Currently, he supports Genesis Financial Group by providing investment research and consulting for our managed account business and practice operations.  

Joe has been married to his wife, Linda, for over 50 years, and together they have three children and four grandchildren. Joe splits his time between Connecticut and Florida and is an avid golfer. He also enjoys walking, playing cards with friends and spending time with his grandchildren. 

Julia has been working for Thrivent since 2010 when she discovered her passion for making finances easy for others to understand and manage. She joined her father's office and worked closely with him for six years, learning how to help clients implement financial strategies to reach their goals and improve their lives. Her dad, Keith, is now retired, but she continues to be inspired by his dedication to helping others thrive.  

As a Certified Financial Planner™ professional, Julia specializes in income planning, insurance solutions, and crafting personalized financial strategies for individuals and families. She also began her career working alongside her father. Her planning expertise and value-based advice bring tremendous value to the team.

Julia and her husband, Sean, live in Rocky Hill, Connecticut, with their son and family dog. In her personal time, Julia enjoys reading, going for walks and taking family trips to the Berkshires.  

Nicole has been with Thrivent since 2018. Nicole provides Customer Service Support for Julia Weston.

Nicole graduated from Stockton University with a Bachelor of Arts degree. She also holds master’s degrees from Syracuse University and Monmouth University. 

Nicole and her husband, Mike, have one daughter who is involved in baseball, field hockey, soccer, swimming and lacrosse. In her free time, Nicole enjoys watching the New York Yankees, cooking, reading, traveling, board games, 80s movies, the beach and spending time with family.