Our team

Greg has been with Thrivent since 2001 and recently qualified for Thrivent’s 2022 Hall of Fame. He spends most of each day helping clients and prospects craft investment, retirement distribution, and tax-efficient strategies to work towards a more financially secure retirement. Greg and his wife, Dawn, have two adult children, Marin and Grant. Greg enjoys travelling, reading, attempting to golf and following his beloved Chicago sports teams on TV or in person. 

Hall of Fame represents long-term commitment to our organization with consistent, successful performance. Financial professionals qualify for Hall of Fame by achieving at least 20 years of service and by meeting performance goals. 

Bob has worked as a Thrivent financial consultant since 1994 and has qualified for Thrivent’s 2020 Hall of Fame. What he enjoys most is the deep relationships he forms with his clients. Bob focuses his work on distribution planning, estate planning, tax analysis, investments and insurance to assist clients in reaching their retirement goals. He and his wife, Lisa, have three adult children, Steven, Ben and Jessica. Bob enjoys traveling, golf, fly fishing and outdoor activities. 

Hall of Fame represents long-term commitment to our organization with consistent, successful performance. Financial professionals qualify for Hall of Fame by achieving at least 20 years of service and by meeting performance goals. 

Steve has been with Thrivent since 1991 and joined Mengel Morse and Associates in 2020. He recently qualified for Thrivent’s 2022 Hall of Fame Legends. His main interests are travelling with his wife, Karen, walking their dog, Cali, following MLB (go Red Sox) and listening to music. A fun fact about Steve is that he has been to all 50 states. 

Hall of Fame Legends represent those Hall of Fame members who continue their dedication to our members since induction. To qualify as a Legend, a financial professional must reach 30 years of service and by meeting performance goals. 

John retired from a 35-year career as a chemistry and physics teacher and joined Thrivent in 2021. He is now putting his passion for education to use by helping families gain the best financial knowledge possible for their specific situation. John enjoys working together with clients to develop clarity and security in money decisions.  

He and his wife, Kimberly, have four adult children as well as four grandchildren. They are active in their hometown church, St. Paul Lutheran in Hilton, New York, where John serves as an elder and Kim leads in a ministry called The Healing Journey. They enjoy travel, biking and hiking and any time they can spend with family and friends. 

Grant joined Thrivent as a financial advisor in 2022 after graduating from the University of Connecticut with a degree in Finance. He has interned in the Schenectady office for the past few summers and is now both insurance and securities licensed. He joined the team as a part of the next generation who will help clients long after Greg and Bob retire. When Grant isn’t in the office, he is either finding ways to stay active, watching sports, coaching basketball or spending time in Cape Cod.

Simon graduated from Binghamton University in May 2022 with a Bachelor of Science degree in Business Administration. He interned with Thrivent for three summers before joining the team full-time as a financial advisor after graduation and passing of licensing exams. In his free time, Simon enjoys rooting for losing New York sports teams like the Mets and the Rangers, as well as golfing and traveling.

Steve graduated from Temple University with a double major in Finance and Financial Planning. Prior to joining Mengel Morse and Associates, Steve worked at Vanguard as a senior financial advisor, where he completed his licensing exams and achieved the Certified Financial Planner (CFP®) designation. Steve is passionate about building long term relationships with clients and ensuring that every angle of their financial picture has been addressed. In his free time, Steve enjoys staying active, golfing, and reading.

Megan has been with Thrivent since 2013 and joined MMA in 2024. She believes helping people is her true calling in life and feels honored to work for a company that connects Faith and Finances. She loves helping clients achieve the retirement of their dreams. Prior to working at Thrivent, Megan was a criminal defense attorney in Philadelphia. While many people see these as 2 vastly different careers, the theme is the same: helping others. Megan and her husband Josh met in Law School and have 3 children: Harper, Jack and Maddox. When she is not working, she enjoys spending time with her family, playing softball and football and cheering on her beloved Philly sports teams.  

Kyle joined Thrivent in 2023 as a financial advisor on the Virtual Advice Team and came to Mengel Morse and Associates in 2024. He feels blessed to be able to have two careers that he is passionate about, helping people with their finances, and aviation. When Kyle is not working here, you can find him flying the KC-135 for the Air Force Reserves, or spending time with his wife, Sarah and son, DJ and their 2 dogs.

Amanda started her career in the financial services industry in 2009 - she has worked as a lead advisor, VP, and consultant in the industry over the years. Amanda transitioned to Thrivent in 2020 as an advisor, and joined Mengel Morse and Associates in 2023 as the Director of Operations. Her true life passion is helping businesses grow to their fullest potential, and walking alongside business owners to help them reach their calling from God within that growth plan.

When Amanda is not in the office you will find her embarking on ultra-marathon runs, remote camping excursions, backcountry skiing expeditions, or spending time travelling with her husband, Brad. Amanda also serves on several non-profit boards.

Lee has worked and been licensed at Thrivent since 2008. He is responsible for portfolio research, design, implementation, and tracking, plus investment-related client activity. Lee has been married to Nicole since 2001 and has three teenagers, including twin girls. He loves to spend time by any body of water, preferably with a nice boat drink. 

Marlene has worked at Thrivent since 2013. She handles scheduling member appointments and assists with the day-to-day servicing of members’ needs. Marlene is married with three children and two Yorkies. She enjoys reading, gardening, volunteering at the Ronald McDonald House and spending time with family and friends.

Cathy has worked at Thrivent since 2004 and been licensed since 2009. She assists with client needs, is quick to respond and eager to help. Cathy enjoys traveling, hiking and spending time with family and friends. 

Dawn has worked at Thrivent since 2006. She manages the marketing program, including workshops, events and social media. Dawn is married to Greg and has two young adult children. She enjoys traveling, reading and relaxing in Cape Cod with her family. 

Tea is a recent graduate from the University of Connecticut. She has a degree in Sport Management, and enjoys all things marketing and social media as well as creating content for both purposes. Outside of the office, Tea enjoys reading and watching sports. She is a huge Boston sports fan and likes to attend as many games as she can.