Genesis Financial Group

At Genesis Financial Group of Thrivent, we believe in empowering our clients to retire happy. We provide holistic financial planning tailored to the needs of pre-retirees and retirees.

Team Intro

At Genesis Financial Group of Thrivent, we believe in empowering our clients to retire happy. We provide holistic financial planning tailored to the needs of pre-retirees and retirees.

Our story

Our name, ‘Genesis,’ symbolizes new beginnings, reflecting our commitment to helping clients embark on a fresh financial journey with confidence.

Genesis Financial Group offers top wealth advice with one of Thrivent's top financial advisor in Berlin, CT and our name reflects our mission: to guide clients through new beginnings and empower them to embark on their financial journey with clarity and confidence.

Rooted in a legacy of family-based practices, we bring generations of experience to the areas of retirement planning and wealth management. This foundation has shaped our belief in the lasting impact of trusted financial guidance.

Our team is committed to building enduring relationships based on trust, respect, and personalized care. We take the time to understand each client’s unique goals, providing thoughtful support and tailored strategies at every stage of life. At Genesis, we value every relationship—past, present, and future—and are dedicated to delivering the highest standard of service throughout your financial journey.

Our team

Pam Miscia-Carlson

ChFC®, CLTC®

Wealth Advisor

Mark Manning

FIC

Associate Financial Advisor

Jeremy Carlson

Director of Operations

Joe Miscia

Associate Wealth Advisor

Jessica Morais

Manger of Client Experience

Olivia Carlson

Assistant Marketing Specialist

Caleb Turner

Assistant Client Service Administrator

Joseph Manzi

Thrivent Intern

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.

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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.

Our solutions

two men and one woman sitting together taking notes and reviewing computer

Advice Services

Our financial advisors focus on providing purpose-based advice that aligns with what you care about most.

Dedicated Planning Services

Comprehensive advice and financial strategies that are in your best interest.

Insurance

Insurance helps protect what matters most—from your loved ones to your livelihood.

About Thrivent

A different kind of financial company

Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.

Where Money Means More™

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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.