Financial Associate
.Retirement Planning
As a Thrivent financial professional, my goal is to provide personalized guidance that helps you make confident decisions about your financial future. At Thrivent, we believe money is a tool, not the ultimate goal. It’s a resource that can help you live with meaning and gratitude while supporting the priorities that matter most to you.
Before joining Thrivent, I spent more than 20 years in public education, so I understand the unique needs and challenges faced by educators and school employees. I’ve also had a diverse background in broadcasting and the arts, which taught me the value of creativity and adaptability. My wife, Suze, and I have been married for over 30 years, and we’ve raised two sons who continue to inspire us. Living near the shore reminds us daily of the importance of balance and enjoying life’s simple moments.
Giving back to the community is an important part of my work and personal values. Through Thrivent Action Teams, I’ve had the privilege of supporting local initiatives, such as helping members of St. John Lutheran Church collect over 750 food items for families in need as part of Thrivent’s “Feed the Northeast” program. These efforts reflect our shared commitment to making a positive impact where we live and serve.
I enjoy connecting with people and helping them explore ways to align their financial decisions with their values. Whether it’s through events like “Community Night” in Upper Township, NJ, or conversations with individuals and families, my focus is on providing guidance that supports your goals and helps you live with purpose.
- Masters of Education, University of Pennsylvania
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Delaware
- Florida
- Maine
- Massachusetts
- New Jersey
- North Carolina
- Pennsylvania
- South Carolina
- Virginia
Insights
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
Join us at an upcoming event
We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
5 Phases of an IRA
Dec 8, 2026, 11:00 PM UTCJosie Kelly's Public House | 908 Shore Road, Somers Point, NJ 08244
Office location
Woodbine Location
341 Dennisville Petersburg Road
Woodbine, NJ 08270
Phone609-736-0006HoursWoodbine, NJ 08270
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations