About James Tobias

I have over 22 years in the financial services industry, including as an investment analyst, private banking, investment banking, and financial advisor. I am married with 4 children, 1 grandson, 2 dogs, and a cat. We live in Bealeton, VA and I have been with Thrivent for 7 years.

Avid outdoorsman to include fishing, hunting, and very light hiking. I am a fan of the Washington Nationals, Redskins (Football Team/Commanders), and Capitals. My family and I are very active sponsors of The Sweet Julia Grace Foundation and have been for about 7 years.

I support the following local causes:

  • Habitat for Humanity
  • Wounded Warriors in Action
  • Serve our Willing Warriors
  • Carried to Full Term
  • The Sweet Julia Grace Foundation
  • Alex's Army


Education & Accomplishments

  • George Mason University, BS in Business Administration, 1999
  • FIC (2019)
  • Million Dollar Round Table


Piedmont Financial Associates

Piedmont Financial Associates

Title

Team Practice

Website
https://connect.thrivent.com/piedmont-financial-associates
    Sara Beyer

    Sara Beyer

    Sara has been a part of the Remote Practice Support team at Thrivent since 2018. She manages the workflow for her team and assists with service work. Outside of work Sara likes to travel with friends and family, reading, and going to concerts.

    Title

    Senior Practice Support Specialist - LIC

    Location

    Appleton, WI - Corporate Office

    Phone
    (920) 628-6522
      Laura Welch

      Laura Welch

      Laura has been with Thrivent since 2003. She has experience at Thrivent in a variety of areas including Brokerage Services, Suitability, Mutual Fund Customer Service, and she joined the Remote Practice Support team in 2019. Laura's specialties are in Brokerage and Mutual funds but supports all product related tasks to help leverage workload.

      Title

      Advanced Practice Support Specialist LIC

      Location

      Appleton, WI - Corporate Office

      Phone
      (920) 628-6522
        Mariah Larsen

        Mariah Larsen

        Mariah has been with the Remote Practice Support team since the spring of 2019. She graduated from college in fall of 2018 and has previous experience working in customer service prior to coming to Thrivent. In her spare time, Mariah enjoys spending time with family and delving into various hobbies including crafting, painting, and classical music. 

        Title

        Practice Support Specialist - UNL

        Location

        Appleton, WI - Corporate Office

        Phone
        (920) 628-6522