Pam has worked for Thrivent since 2006 when she joined her father’s practice after several years of working in portfolio management and retirement planning. She provides dependable, high-quality guidance and service and truly values the relationships she builds with clients. Pam’s favorite part of being a wealth advisor is seeing her clients enjoy their retirement.    

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

States Licensed: AZ, CT, DE, FL, GA, MA, MD, ME, MI, NC, NH, NJ, NY, PA, RI, SC, VT, WI

Ericka started working for Genesis Financial Group in 2022 and provides clients with a welcoming, thoughtful and compassionate experience. 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 husband and two children She also loves being creative, especially when painting, woodworking, designing, decorating and gardening. 

States Licensed: CT

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.  

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.  

States Licensed: CT, FL, MA, ME, NC, NH, NY, PA, SC, VA, VT

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. 

States Licensed: CT, DE, MA, MD, NH, NY, SC

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. 

Sarah joined Genesis Financial Group in May 2021 and works with clients to schedule and prepare for meetings. She also oversees office visitors to ensure they have a positive and personalized experience. In addition, Sarah keeps the office running smoothly and supports Pam and Julia in a variety of ways.  

Sarah, her husband and their three children have lived in Berlin, Connecticut, since 2008. She enjoys going on walks, decorating, watching her sons play sports and helping her daughter prepare for college.