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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 four 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

Meet My Team

FocalPoint Financial Group

FocalPoint Financial Group

Title: Team Practice
Website: https://connect.thrivent.com/focalpoint-financial-group

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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