Experience:

19 years with Thrivent.

Education:

Florida Southern College - Marketing Management

Boston University - Financial Planning

Yale School of Management - Executive Education, Wealth Management Theory

Licenses:

215 - Life, Health & VA

Series 7 - General Securities Representative

Series 66 - Uniform Combined State Law

Certifications:

Certified Private Wealth Advisor®

Fraternal Insurance Counselor®

Awards:

MDRT (Million Dollar Round Table) - Top of the Table 2024

Specialties:

Wealth Management & Family Dynamics

Interests:

Spending time with his family, traveling to new places, and Tennis.

Community Involvement:

Member of Son Life Lutheran Church in Boynton Beach, Florida. Has volunteered with Habitat for Humanity Worldwide in North America, Asia, and Africa. Board Member of the TennisNRG Charitable organization.

Experience: 15 years with Thrivent. Prior to Thrivent, Jim was an executive with the federal government in Washington, D.C. for 32 years. Served as a congressional fellow on the Senate Energy and Natural Resources Committee for the Departments of Interior and Agriculture. Jim owned two small businesses with his wife, Nancy, in Northern Virginia.

Licenses and Awards: FINRA Series 7 and 66 licenses. Master’s degree in Business Administration, Chartered Financial Consultant, Retirement Income Certified Planner, and Life Underwriter Training Council Fellow designations. During his time with the federal government, he received the Department of the Interior Meritorious Service Award, which is one of the highest civilian awards granted by the secretary of the interior.

Specialties: Principal to the team, providing consultation and guidance. Estate strategies, retirement income strategies, investments, life insurance, solutions for businesses, education funding planning and savings strategies.

Interests: Genealogy, playing golf, spending time with his family, and playing the guitar.

Community Involvement: Member of Trinity Lutheran Church in Delray Beach, where he currently serves on the Board and serves as elder. Currently serves on Board of Governors at the Delray Beach Club. Volunteers for Habitat for Humanity and the Red Cross pheresis donor program.

Experience: 17 years at Thrivent. 21 years of experience in the financial services industry.

Licenses and Awards: FINRA Series 7 and 66 licenses. Master’s degree in Financial Services, Chartered Financial Consultant, Chartered Advisor in Philanthropy, and Certified Life Underwriter designations. Served as president of the West Georgia National Association of Insurance and Financial Advisors (2007–2011). Received the NAIFA quality award in 2005, 2007 and 2014. The NAIFA Quality Award provides financial professionals the opportunity to demonstrate a commitment to excellence through performance, professional education, and industry service.

More information about this recognition can be found at www.naifa.org/membership/awards/quality-award.

Specialties: Retirement income strategies, retirement accumulation, investments and estate strategies.

Interests: Spending time with her family and giving back to the community.

Community Involvement: Member of St. Paul Lutheran Church in Boca Raton and volunteer with Habitat for Humanity. Member of the planned giving council of Broward and Palm Beach Counties, and Women in Financial Services.

Education and Experience:

Bachelor of Arts Degree in Finance

Studying at American College of Financial Services

8 years of Financial Advising experience with Thrivent.

Licenses and Awards:

FINRA Series 7 – General Securities Regulation

FINRA Series 66 – Uniformed Combined State Law

BFA™ – Behavioral Financial Advisor

FIC – Fraternal Insurance Counselor

Specialties: 

Retirement Income Planning

Behavioral Finance

Life Insurance as an Asset

Interests: 

Spending time family and participating with almost anything outdoors – sometimes that’s just watching, listening, and smiling, and being swallowed up by His immense wonders.

Community Involvement:

Member of Lakes Church – Auburndale.

Volunteers with Habitat for Humanity, local Non-profits (AmeriCorps, FAMA, IAMWOMAN, and others) and several of my Church’s domestic and International Ministries.

Licenses and Awards: FINRA Series 7 General Securities Representative

215 Florida Life and Health License

Specialties: Investment and Risk Management

Interests: Spending time with family. Enjoys traveling and tennis.

Community Involvement: Part of the founding team of TennisNRG Charitable; a not-for-profit charity with a mission to help players and tennis growth in Florida.

Experience: Over 20 years of marketing experience across diverse industries, including non-profits and universities. With 12 years as a Marketing Specialist, expertise in graphic design and media creation.

Specialties: Marketing Strategy, Branding, Digital Media, Graphic Design, Content Creation.

Interests: Passionate about spending time with my family—wife, son, and dog. Enjoys traveling and playing tennis around the world.

Community Involvement: One of the founders of TennisNRG Charitable; a not-for-profit charity with a mission to help players and tennis growth in Florida.

Experience:

• Financial Advisor at Thrivent Financial – design financial plans, manage IRA rollovers, and facilitate estate and tax strategies.
• Clinic Manager at Khrom Dermatology – launched a new clinic, led promotional campaigns, and exceeded sales goals.
• Accountant at EMK Pro Service – managed full-cycle accounting and financial reporting.

Education:

• B.S. in Economics & Accounting, Belarus State Economic University.

Licenses:

• FINRA Series 7, Series 63, Series 66, SIE, and Florida 2-15 Life, Health & Variable Annuities.

Specialties:

• Holistic financial planning, investment strategies, retirement, and estate planning.

Interests:

• Racing bikes and swimming in the ocean.
• Fitness, psychology, and spending time with friends and family.

Community Involvement:

• Active in wealth management networking and a member of the Dream Team at Faith Church in West Palm Beach.

Experience: Michele has over 25 years of customer service experience, 8 years at Thrivent as a licensed Office Professional, and 2 years as a Practice Support Specialist.

Specialties: Supports all product related service work and tasks to help leverage workload. She is well versed in marketing, office management, and fraternal programs.

Interests: Michele enjoys gardening, volunteering, and home remodel projects.

Experience: Dusti has been at Thrivent for 6 years, 3 years in the Annuities Center and 3 years as a Adv. Field Practice Solutions Specialist LIC.

Specialties: Applications, investment research and service work, and analysis tools.

Interests: Dusti enjoys outdoor concerts when weather permits and tabletop games when it doesn't.

Experience: Leighann is a new Field Practice Solutions Specialist LIC

Specialties: Applications, investment research and service work, and analysis tools.

Interests: 

Experience: Mandi has over 13 years of customer service experience, 2 years of which were specialized in annuities and life insurance products.

Specialties: Applications, investment research and service work, and analysis tools.

Interests: Mandi enjoys spending time with friends and family, listening to audiobooks, and traveling to new places.