Who is Joslyne the Financial Advisor?
I'm proud to be a member of the Thrivent team since 2014. My passion centers around empowering my clients to pursue their financial dreams, no matter how big or small. I realize that finances can be emotional, and making decisions that are consistent with your values is one of the most difficult parts of achieving long-term financial goals. The good news is that I'm here to help with that! Working together with me as a guide, my clients feel more confident that they are progressing towards their financial goals while still honoring what is most important to them.
As someone who's married to a professor, I find value in constantly learning and refining my skills. I recently received my Retirement Income Certified Professional designation from American College, and I look forward to helping you explore the options for your future.
Who is Joslyne personally?
Outside of the office, I stay busy with family, friends, volunteering, and getting outside. I lead a non-profit organization with a great group called the North Allegheny Woman's Association (NAWA), which aims to unite, empower, and strengthen women in our area. I am proudly married to my husband, Josh, and we recently became homeowners in the North Hills of Pittsburgh! We love spending time with our “pet kids,” Simba, Cutch, Benny and Rose. Our active lives outside of our careers keep us running (literally!) all over the country. To date, we have run anywhere from 5Ks to full marathons in 16 states, hoping to complete a race in each of the 50 states in our lifetime. Outside of traveling, you can find us supporting our local pro soccer club the Pittsburgh Riverhounds, imbibing at a local brewery, or exploring the great outdoors.
The day after my 19th birthday, I lost my dad unexpectedly at the young age of 46. My mom had raised me and my brother all our lives while my dad worked outside the home. With his passing, she instantly became responsible for playing both “mom and dad” overnight, and that quickly felt overwhelming. My dad owned his own business, so naturally we trusted that he took care of our personal finances just as well. Unfortunately, he did not have life insurance, and my family was doubly faced with grief and financial uncertainty. Thankfully, we had mounds of emotional support from friends and family to help us get back on our feet again. Nevertheless, I wish someone had shared with him how to plan for the unexpected. As a result, helping people be wise with money, no matter what stage of life or income level, is extremely important to me.
Living Generously in Pittsburgh
- Chair/President, North Allegheny Women’s Association
- Board Member, Al’s Bike Drive
- Volunteer, Allegheny County Parks Foundation
- Volunteer, American Foundation for Suicide Prevention Western PA
Education & Accomplishments
- FINRA Series 7 General Securities Representative
- FINRA Series 63 Uniform Securities Agent State Law
- FINRA Series 65 Uniform Investment Adviser Law
- Life & Health Insurance Licenses
- Retirement Income Certified Professional
- Bachelor of Arts, Mathematics, Thiel College
- Bachelor of Science, Actuarial Science, Thiel College
Meet My Team
Financial Synergy Group
Learn more about the other advisors on my team, Financial Synergy Group, by visiting our team site below!
When you call our office, Kristin is the first person you will speak with. She supports our advisors by servicing our clients' needs and scheduling all appointments. Kristin holds an MS in Organizational Psychology from Southern New Hampshire University. She primarily works remotely in Beaver Falls, PA but you may catch her in our office during the week! She is married to her husband, Brett, and has two sons, Ayden and Owen.
Sr. Office Manager
When you call our office, Katelyn is one of the voices you'll hear on the line! She helps us schedule appointments, completes clerical work and a variety of other duties around the office. She's been married to her husband Marc for 12 years, they have two boys, Rylan and Nolan, and a dog named Finn! Outside of the office, you can find her caring for her many houseplants, running to her kids' sporting events, or in the park on a hike.
Luis assists with our marketing and communications strategy. His primary responsibilities include creating content, managing our digital platforms and promoting events. He and his partner Rachel (who also works at Thrivent) live in Denver, CO. They have two cats, Bobby and Junior, who are named after characters from The Sopranos.