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
Mentor, Stow, and Westlake Offices
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.
- (440) 610-1732
Scott is a Financial Advisor with Thrivent who has served as both a Regional Director and Financial Advisor for over 25 years. His focus is investment and insurance planning with clients in or near retirement. He has designations in financial leadership form the American College and is a Certified Kingdom Advisor.
Scott and his wife Diane (University of Akron) reside in Strongsville, Ohio and have 2 adult children. Scottie is a graduate of Houghton College in New York and Michael is a recent graduate of the University of Cincinnati. They are active members of Bethany Lutheran Church.
Stow and Westlake Offices
- (216) 898-2262
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
Christine is a Financial Advisor with over 15 years of experience in the Financial Sector. She focuses on personalized attention as each client’s financial and life situation is unique. She especially enjoys helping women achieve financial independence after divorce or death of a spouse. Christine has a BA from Kent State University and worked at Spear, Leeds & Kellogg (subsidiary of Goldman Sachs) as a Vice President of Institutional Fixed Income and UBS as a Financial Advisor before joining Thrivent.
Christine volunteers in her community and serves on the Board of Trustees for The Gates Mills Historical Society. She enjoys cooking and traveling with her family.
- (440) 350-3820
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
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