Genesis Financial Group

Whether you’re planning for retirement or already enjoying your golden years, Genesis Financial Group is here to help you make financial decisions that positively impact your life and the people and causes you care about. And when we say we care for our clients like we care for our families, we mean it. You can depend on us to provide transparent, actionable guidance that helps you manage your money with confidence and lead a life filled with meaning and gratitude.

Team Intro

Whether you’re planning for retirement or already enjoying your golden years, Genesis Financial Group is here to help you make financial decisions that positively impact your life and the people and causes you care about. And when we say we care for our clients like we care for our families, we mean it. You can depend on us to provide transparent, actionable guidance that helps you manage your money with confidence and lead a life filled with meaning and gratitude.

Our story

After working with our fathers for many years and then taking over their long-standing practices, we understand the positive impact skilled financial professionals can have on their clients’ retirement and wealth management strategies. Genesis Financial Group is proud to carry on their legacy by providing retirement income planning and wealth management resources you can depend on.  

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Our team

Pam Miscia

Pam Miscia

ChFC®, CLTC®

Wealth Advisor

Julia Weston

Julia Weston

MBA, CFP®, FIC, CLTC®

Director Financial Planning Operations

Mark Manning

Mark Manning

FIC

Financial Associate

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.

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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

Dedicated Planning Services

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

generosity

Generosity

From volunteering with a favorite organization to making recurring donations to worthwhile causes, Thrivent can help you build generosity into your financial strategy.

About Thrivent

How we’re different

Whether it’s their faith, families or communities, many Thrivent clients use their finances for something bigger than money. Watch one client’s story and get inspired to follow your heart with Thrivent.

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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.

Thrivent membership benefits

Office information

Operating Hours:

M – F: 8:30 a.m. – 4:30 p.m.