Skip to main content
Advisor Image

Mary Jo Boswell

Advisor Image
Mary Jo Boswell
Financial Consultant
.
FIC, RICP®
Part of the BeaconPoint Financial Group practice
About Mary Jo Boswell
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.

My qualifications
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Series 7 - General Securities Representative
My state licenses
  • Alaska
  • Arizona
  • Colorado
  • Florida
  • Georgia
  • Kentucky
  • Maine
  • Minnesota
  • Ohio
  • Pennsylvania
  • South Carolina
  • Virginia
  • West Virginia

Insights

February 2026 Market Update: Stocks rose and broadened
February 2026 Market Update: Stocks rose and broadenedInternational equities outperformed U.S. markets, the dollar weakened, and key economic indicators held firm. Catch all the insights in this month’s market update. ⬇️
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.
Insight image
If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ
Office location
Mentor Location
7351 Center Street Suite 3
Mentor, OH 44060
Phone440-350-3820Hours
M – F: 9 a.m. – 5 p.m.
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