Pam has over 20 years of experience in the financial industry. Her 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. Pam also gained valuable industry experience before founding Genesis Financial Group. She values her partnership with Thrivent and is deeply committed to fostering meaningful relationships with her clients.

Pam specializes

• Wealth management,
• Dedicated Planning Services
• 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. She is actively involved in her community; she currently serves on the board for Berlin Youth Football and Cheerleading, in addition to actively supporting the arts and theater community within the area.

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. Mark has an extensive background in insurance planning, extended care, and financial services. He believes that to effectively manage your liabilities, you must first discover their full financial picture.

Mark lives in Newtown, Connecticut, with his wife, Cindy. They have two sons, Ryan and Peyton, and two beautiful grandchildren. 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. 

Jeremy comes to Genesis Financial with a background that includes 25 years of diverse business operations and corporate engineering, and sales consulting. He is an avid volunteer in our community, where he coaches football and lacrosse. He is actively working toward becoming fully licensed and is here to answer any questions and make your experience memorable. As a father of two children and married for almost 20 years, I know that Jeremy can relate to you on a personal level.

Joe is currently pursuing dual degrees in Political Science and Economics at the University of Connecticut, with plans to graduate in 2026. He is on track to complete the necessary examinations to become a licensed Financial Advisor. Guided by strong values rooted in faith and family, Joe is committed to building meaningful, trust-based relationships with clients and colleagues alike.

As he works toward obtaining his securities license, Joe is actively supporting the paraplanning process alongside Pam, contributing to the development of customized financial strategies and client-focused solutions.

Jessica is a Manager of Client Experience at Genesis Financial Group, where she is passionate about helping clients achieve the financial freedom to enjoy life with confidence and peace of mind. Known for her warm, welcoming approach, Jessica is dedicated to creating a supportive and positive experience for every client she works with.

A proud mother to a daughter entering high school, Jessica lives in Southington, CT and enjoys photography, spending time with animals, and connecting with others in meaningful ways. Her genuine care for people and eye for detail make her a trusted and valued member of the Genesis team.

Caleb Turner is currently pursuing a degree in Finance as a business major at a Connecticut State College. As an Assistant Client Service Administrator at Genesis Financial Group, Caleb is eager to apply his strong academic foundation and deliver exceptional customer service with a personal touch. Known for his positive energy and reliability, he is committed to supporting clients with professionalism, responsiveness, and care.

Outside of work and school, Caleb enjoys staying active—whether it’s playing sports, hiking, fishing, exercising, or exploring new places through travel. His enthusiasm and dedication make him a valuable asset to the team and a trusted support for clients.

Olivia serves as an Assistant Marketing Specialist at Genesis Financial Group, where she combines her creative talents with a passion for client service. Actively involved in the nonprofit theater community, Olivia brings energy, empathy, and collaboration to everything she does—both on and off the stage.

She takes great pride in promoting the fraternal benefits of the organization and finds genuine fulfillment in helping clients feel informed, supported, and valued. Olivia’s unique blend of marketing expertise and community-minded spirit makes her a dynamic contributor to the team.