Our team

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.   

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.  

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. 

Mauricio started his career in financial services in 2014 and has been with Thrivent since 2017. His responsibilities include retirement planning, financial analysis and researching client questions. Mauricio graduated from Lawrence University with a Bachelor of Arts degree. 

Mauricio and his wife, Andelys, have two children, Gael and Luca. In his free time, he enjoys various sports, including soccer, basketball, tennis and biking, art history, museums, traveling abroad and hiking Wisconsin state parks and trails. Mauricio is also on the Oshkosh United coaching staff. 

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 two children. She also loves being creative, especially when painting, woodworking, designing, decorating and gardening. 

Nicole has been with Thrivent since 2018. Her responsibilities include front office duties, including client questions, appointments and meeting prep, and follow-up for client meetings and calls. 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. 

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.