Skip to main content
Advisor Image

Kelly L Perry

Advisor Image
Kelly L Perry
Financial Advisor
.
ChFC®, FIC, RICP®, CLTC®, CKA®, BFA™
Part of the FocalPoint Financial Group practice
About Kelly Perry
About Kelly Perry

More Than Just Numbers: Guiding Your Wise Money Journey with Faith at the Center


For over 20 years, I've been on a faith-filled journey as a Financial Advisor, learning alongside my clients as we navigate the complexities of their financial lives. What I've discovered is that the most meaningful financial journeys are those where our values, especially our faith, are at the forefront.


My passion lies in helping Christians like you understand and embrace the concept of wise stewardship. When we view our finances through a lens of faith, it unlocks a powerful shift in how we think about, use, and generously share our resources for the things that truly have eternal significance.


My personal life is a testament to the blessings of faith and family. My husband, Kirk, a fellow Thrivent Financial Consultant with over 25 years of experience, and I are incredibly grateful for our three daughters, two wonderful sons-in-law, and our five precious grandchildren. Our home is an indication of our love for animals as we share it with furry and finned family members.


Our involvement at Harrold Zion Evangelical Lutheran Church is a cornerstone of our lives. Serving in various capacities, from the council to Adult Sunday School, allows me to actively support the values and mission of our faith community. In our free time, we gather with our family, and I love cooking Sunday dinners.


If you're looking for a financial advisor who understands the intersection of faith and finance, and who is dedicated to helping you live a life of purpose and generosity, I invite you to learn more.

Education & Accomplishments
  • Liberty University - Enrolled - Master's in Christian Apologetics
  • Liberty University - Graduate Certificate in Christian Ministries
  • Liberty University - Graduate Certificate in Theological Studies
  • Liberty University - Graduate Certificate in Biblical Studies
  • University of Pittsburgh - BA Communications/minor in Psychology
My qualifications
  • Bachelors of General Studies, Pennsylvania State University-Main Campus
  • Bachelors of Communications Studies/Speech Communicat, University of Pittsburgh-Pittsburgh Campus
  • Chartered Financial Consultant®
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Certification in Long-Term Care®
  • Certified Kingdom Advisor®
  • Behavioral Financial Advisor™
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Florida
  • Georgia
  • Illinois
  • Maryland
  • New Jersey
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia
  • West Virginia
  • Wisconsin

Insights

Insight image
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Office location
Greensburg Location
161 E. Otterman Street, Suite 3
Greensburg, PA 15601
Phone724-836-7772Fax866-858-3022Hours

Monday - Thursday 9:00 a.m. to 4:30 p.m.

Fridays - Appointment only

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