About Mary Jo Boswell
My passion for helping others with their financial security is what called me to Thrivent in 2008. I provide sound financial guidance to individuals, families, business owners and foundations. As a Financial Professional, my goal is to establish an ongoing financial relationship with you to help you reach your financial goals in alignment with your personal values. I use a holistic approach by taking a snapshot of where you are now, determining where you would like to be, then developing a roadmap to get you there. I use a variety of strategies tailored specifically to you including investment management, retirement income, tax diversification and legacy planning for those you love or causes important to you.
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. My professional licenses include the Life & Health Insurance Licenses along with the FINRA Series 7 General Securities Representative and FINRA Series 66 Uniform Combined State Law. I have obtained the Retirement Income Certified Professional (RICP) designation from the American College of Financial Planning and I am a Certified Kingdom Advisor (CKA). I serve clients in Northeastern Ohio and have office locations in Concord, 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 our dog, Gracie.
Meet My Team
BeaconPoint Financial Group
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 an Engagement Leader, 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.
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.
- 440- 455-9695
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.
Wooster and Stow Offices
Sharron is a senior on our dedicated service professional team. With more than six 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.
Remote Practice Support
Jessica joined Thrivent and our Remote Practice Support team as a licensed colleague in 2022. She has over 8 years of experience focused on assisting clients with insurance, investment, and banking needs. Jessica enjoys reading, cooking, and *trying* to play sports with her two sons in her free time.
Remote Support Specialist LIC
Remote Support Staff - PA
- (920) 628-4720
Theodore has been working with Thrivent since 2015 and has a background in customer service before that time. He is securities licensed and has a passion for serving customers efficiently and accurately.
Remote Practice Support