Greg has been with the organization for 20 years 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. 

States Licensed: AL, AZ, CA Insurance Lic. #0I31022, CO, CT, DE, FL, GA, ID, IL, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WI, WV

Bob has worked as a Thrivent financial consultant for 28 years 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. 

States Licensed: AZ, CA Insurance Lic. #0M70439, CO, CT, DC, DE, FL, GA, ID, IL, KS, MA, MD, MI, MN, MS, NC, NH, NJ, NY, OH, PA, SC, UT, VA, WI

Steve has been with Thrivent for 31 years 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. 

States Licensed: CT, DE, FL, IN, MA, MD, NY, PA, RI, SC

Tony started his career in the financial services industry with Thrivent in 2007 and has been part of the organization ever since. He enjoys educating people through the complex web of information that makes up their financial foundation, and uses his knowledge to help them save for, protect and achieve their goals. Tony has worked with Thrivent members as both a financial professional and a consultant to financial professionals throughout the country, mainly in the insurance space.  

His Christian faith is foundational to him in the life he lives and the people he serves, so Tony feels blessed to be working for an organization that blends the two aspects together. His wife, Lisel, and their little boy, Roman, live in Chaska, Minnesota, where they love to be outside enjoying the weather … snow or sun. 

States Licensed: CT, DE, FL, MN, NY, PA

John recently retired from a 35-year career as a chemistry and physics teacher. 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. 

States Licensed: MA, NC, NY

Grant joined Thrivent 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 fully licensed. He joins the team as a piece of the next generation who will continue to help clients long after Greg and Bob retire. When Grant isn’t in the office he is either finding ways to stay active or watching sports. As a former high school and collegiate basketball player, Grant looks to stay involved in the game he loves through coaching. During the summer you can find him out in the ocean at Nauset Beach in Cape Cod. Grant has also become a traveler and hopes to see many new places in the years to come.

States Licensed: AZ, CT, DE, MA, NY, PA

Simon graduated from Binghamton University in May ‘22 with a B.S. in Business Administration and concentrations in Finance and MIS. Simon interned with Thrivent for three summers before joining the team full-time upon his graduation and passing of licensing exams. In his free time, he enjoys rooting for losing New York sports teams like the Mets and the Rangers, as well as golfing and traveling.

States Licensed: CT, DE, FL, MD, NY, PA

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 2003 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. 

States Licensed: MI, OH, PA

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. 

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. 

States Licensed: FL, NY