About Mary Jo Boswell

My passion for helping others with their financial security is what lead me to Thrivent in 2008. My goal is to establish an ongoing financial relationship with you. It is imperative for me to understand where you and your family want to be in 5, 10, 15 years and beyond. I use a holistic planning approach to create a financial roadmap that aligns with your values.  This roadmap will help you to move closer to achieving your goals. I also provide strategic check ins to fine tune your strategy and ensure you are on track to reach your financial goals and dreams.   

Over the years, I have held positions in leadership at Thrivent along with serving on boards for Western Reserve Counseling, the Painesville Chamber of Commerce and Pilgrim Lutheran Brethren Church. I have a BA from Notre Dame College of Ohio and I have obtained the Retirement Income Certified Professional (RICP) designation from the American College and the Certified Long Term Care designation. I serve clients primarily in Northeastern Ohio and have office locations in Mentor, Westlake & Stow.

Outside of work, I am an active member at Pilgrim Lutheran Brethren Church, enjoy beach vacations with my husband, Don and spending time with family, friends and our dog, Gracie.

BeaconPoint Financial Group

BeaconPoint Financial Group

Title

Team Practice

Website
https://connect.thrivent.com/beaconpoint-financial-group
    Colin Bell

    Colin Bell

    Colin is a Financial Advisor who focuses on overall financial planning including investment management and protection planning for his clients. He has a Bachelor of Science in Finance from John Carroll University as well as a MBA from Ashland University. Colin also has his CERTIFIED FINANCIAL PLANNER® designation. Prior to joining Thrivent in 2008, he worked for JPMorgan Chase.

     

    Colin and his wife Melissa, who also works for Thrivent as a Manager of Engagement, live in Hudson, OH and have a daughter, Ava. He spends much of his free time on a soccer field watching Ava and still plays himself in a men’s league. Colin and Melissa also support and volunteer their time at local charities including Building Hope in the City.

    Title

    Financial Advisor

    Location

    Stow Office

    Phone
    440-610-1732
      Bill Fecht

      Bill Fecht

      Bill is a Financial Advisor who focuses on investment management and retirement income planning for his clients. He has a Bachelor of Science in Finance and Management Information Systems from Miami University, as well as his Wealth Management Certified Professional® and Retirement Income Certified Professional® designations.  Prior to joining Thrivent in 2008, he worked for several years with a regional bank in risk management and commercial lending. 

       

      Bill and wife Becky live in Avon, OH with their children Samantha and Will. He spends much of his free time coaching and watching youth sports, as well as attending horse shows. When he and his family travel, it usually involves a beach.

      Title

      Financial Advisor

      Location

      Westlake Office

      Phone
      440- 455-9695
        Ryan Spengler

        Ryan Spengler

        Ryan is a Financial Advisor who focuses on overall financial planning, investment management and protection planning for his clients. He has a B.S. from Indiana Wesleyan University and an M.A. from Geneva College. Ryan has his certified Long Term Care designation and has worked with Thrivent for over five years. He serves clients in the Wooster, Akron/Canton, and Cleveland Area. 


        Ryan and his wife, Brooke, live with their daughter in Wooster, Ohio. They are active in their local church and community and are avid Buckeyes.

        Title

        Financial Advisor

        Location

        Wooster and Stow Offices

        Phone
        330-439-1724
          Sharron Affeldt

          Sharron Affeldt

          Sharron is a senior on our Remote Practice Support. With seven years of financial industry experience at Thrivent, she is familiar with and assists in keeping our practice operations running smoothly behind the scenes to allow for exceptional client service to be priority. Her interests outside of work include outdoor family adventures, reading, and culinary arts.

          Title

          Senior Practice Support Specialist LIC

          Location

          Remote Support Staff – WI

          Phone
          (920) 628-4720
            Erika Scheibe

            Erika Scheibe

            Erika has been working with Thrivent in security licensed positions since 2021. She is committed to accurate and efficient customer service. Outside of work Erika enjoys sports, activities with her children, and fostering puppies. 

            Title

            Advanced Practice Support Specialist LIC

            Location

            Remote Support Staff – WI

            Phone
            (920) 628-4720
              Genie McGee

              Genie McGee

              Genie joined our Remote Practice Support team as a licensed colleague in 2024 after serving as a Virtual Financial Advisor here at Thrivent. She understands the importance of personalized and convenient financial guidance that prioritizes clients values, needs and goals, and she is passionate about providing a great client experience. Outside of work, she enjoys serving her community and making new memories with her family. 

              Title

              Practice Support Specialist LIC

              Location

              Remote Support Staff – TX

              Phone
              (920) 628-4720
                Whitney Kruepke

                Whitney Kruepke

                Whitney joined Thrivent and our Remote Practice support team in the spring of 2023. She has worked in customer service for 10 years with varying experiences in different industries. Her passion is to help each client with a positive and friendly attitude. In her free time she enjoys traveling, trying new foods, reading, watching movies, and attending professional football or soccer games with her husband. 

                Title

                Practice Support Specialist UNL

                Location

                Remote Support Staff - WI

                Phone
                (920) 628-4720