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Joslyne Counselman

Advisor Image
Joslyne Counselman
Financial Advisor
.
FIC, RICP®, BFA™
Part of the Financial Synergy Group practice
Women's Markets
Tax Efficient Planning
Young Families
Retirement Planning
Who is Joslyne the Financial Advisor?
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?
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, Bolt, 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.

My "Why"
My "Why"

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
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
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
My qualifications
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Behavioral Financial Advisor™
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Arizona
  • Colorado
  • Delaware
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Maryland
  • Michigan
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Texas
  • Utah
  • Virginia
  • West Virginia
  • Wisconsin

Insights

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🍂 Year-end will be here before we know it! Before the calendar flips to a new year, here are 3 things worth reviewing: 💰 1. Your financial goals What progress did you make this year, and have any of your priorities changed? 📈 2. Your savings and retirement strategy Take a look at your contributions and make sure your strategy still aligns with where you’re headed. 🛡️ 3. Your protection plan Life changes. Marriage, a new job, retirement, a growing family or other milestones can be a good reason to revisit your insurance and beneficiary information. A little year-end check-in can help you head into the new year feeling more organized and confident. What’s on your financial year-end checklist? #YearEndPlanning #FSGTeam see thrivent.com/social for additional disclosures
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Fun Friday + Birthday Week = Double the Fun! 🎉🎂 Cheryl celebrated her birthday on Monday, and we couldn’t let the week end without a little birthday shoutout! Help us wish Cheryl a very Happy Birthday! 🥳🎈 We hope this next year brings lots of happiness, laughter, and plenty of reasons to celebrate. #FunFriday #FSGTeam
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🎉 What an incredible Grand Opening Week! 🎉 Our hearts are full after a wonderful week celebrating our new FSG new office with so many of our clients, colleagues, friends, and family. Thank you to everyone who stopped by, celebrated with us, and helped make the week so special! 💙 A special thank you to the amazing local businesses and organizations that helped us celebrate all week long: 🥗 Monday | Graze Craze 🥪 Tuesday | Bob’s Subs 🍝🍦 Wednesday | Alessandro’s Pasta Company & Bruster’s ☕🍩 Thursday | Knock About Coffee & Donut Connection 🌳 Friday | We wrapped up the week by partnering with the Allegheny County Parks Foundation to plant 150 trees at North Park! And thanks to everyone who contributed to our North Hills Backpack Initiative, we collected nearly 100 items to give back to our community! 🎒✏️ Our grand opening was about more than opening the doors to a new office. It was about celebrating the people, relationships, and community that make what we do so meaningful. Thank you for being part of this exciting new chapter with us! 💙🌱 #FSG #GrandOpening #CommunityImpact #GivingBack #Pittsburgh #NorthPark #BetterTogether see thrivent.com/social for disclosures
Office location
Pittsburgh Location
9576 Perry Highway, Suite 102
Pittsburgh, PA 15237
Phone412-748-0625Hours

M – Th: 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