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Our Generosity Story

We partner with the following organizations that align with our values.

  • Helping People Succeed
  • Family Promise
  • 4 Kids
  • Habitat for Humanity Martin County and St Lucie County
  • Fellowship of Christian Athletes - Treasure Coast
  • Alzheimer's Community Care
  • Miracle League of Martin County
  • Jensen Beach Chamber of Commerce
  • The Entrepreneurship Foundation Inc.

Frequently Asked Questions

Who do you typically work with?

Our team most often works with individuals and families who are actively engaged in a Christian church and who desire to integrate their faith into their financial decisions. These clients tend to connect most naturally with our planning process, which is rooted in biblical principles and Scripture‑anchored guidance. That said, every client relationship is unique. We are thoughtful about ensuring there is alignment between a client’s goals, values, and our approach.


How does faith influence your advice in real financial decisions?

We believe faith—both ours and our clients’—plays a meaningful role in financial decision‑making. This conviction is why Amy obtained the Certified Kingdom Advisor® (CKA®) designation. CKA® training equips advisors to apply biblical wisdom to real‑world financial decisions, helping clients think through stewardship, generosity, contentment, and long‑term impact. Rather than separating faith from finances, we view them as closely connected.


Is your team commission‑based, fee‑based, or both?

We meet clients where they are. Our firm offers both fee‑based financial planning and commission‑based solutions, depending on a client’s needs, goals, and stage of life.

Our focus is not on fitting clients into a single model, but on providing guidance and solutions that are appropriate for their situation and aligned with their values.


Are you fiduciaries?

In many client relationships, we are legally held to a fiduciary standard. Regardless of structure, we choose to act in a fiduciary capacity—placing our clients’ interests first and providing guidance aligned with their goals and values.


How is your planning process different from traditional financial planning?

Traditional financial planning often focuses primarily on numbers, performance, and projections. Our process goes further by intentionally incorporating your faith and values, and by considering how Scripture may inform financial priorities, decisions, and long‑term direction.


What areas of financial planning do you cover?

We provide guidance across a broad range of planning areas, including:

  • Retirement planning

  • Investment strategy

  • Tax‑aware planning (coordination and strategy, not tax preparation)

  • Insurance and risk management

  • Estate and legacy planning (coordination, not legal services)

  • Generosity and charitable giving

  • Cash flow and goal planning

Our goal is to help clients understand how these areas work together, rather than addressing them in isolation.


Do you coordinate with CPAs and estate attorneys?

Yes. We regularly coordinate with CPAs and estate attorneys and believe this separation of roles is both practical and biblical. By having your CPA, estate attorney, and financial advisor serve as separate professionals, you benefit from multiple trusted perspectives and the ability to “check counsel” (Proverbs 15:22) when making important decisions.


What states are you licensed in?

Our Financial Adviser Partners are licensed in AL, CO, DE, FL, GA, ID, MD, MI, MS, MT, NC, NJ, PA, SC, TN, TX, UT, VA. Licensing requirements vary by state, and we confirm proper licensing before providing advice or recommendations. Additional states are considered when appropriate.


Do you work with churches, schools, or charitable organizations?

Yes. In addition to individuals and families, we work with Christian churches, schools, and charitable organizations. This includes support for employee retirement plans, endowments, generosity strategies, and educational seminars. We also offer resources related to charitable giving, digital safety, and legacy planning to help organizations serve both their leadership and broader communities.


Our first consultation is always FREE and can be booked by calling our office at (772) 408-0771 or booking online at: Calendly - Pathfinder Financial Group

Amy Whitlach

Amy Whitlach

FIC, CKA®

Amy is a devoted spouse to Rob and proud parent of 3 sons. Cherishing time with her family and helping her clients reach their financial goals are very important to her. Her heart is rooted in service – encouraging others, offering support, and creating spaces where people feel seen, heard, and valued. 

When she’s not connecting with others, you can find her enjoying nature, cooking, traveling, or diving into a good book. She’s also participated in 3 Habitat for Humanity Global Villages builds to El Salvador, Portugal, and Hungary. One of her favorite verses is Micah 6:8: “He has shown you, O man, what is good; and what does the Lord require of you but to do justly, to love mercy, and to walk humbly with your God?”

Click here to book a strategy session with Amy.  

Title

Financial Advisor

State(s) Licensed
AL, CO, DE, FL, GA, ID, MD, MI, MS, MT, NC, NJ, PA, SC, TN, TX, UT, VA,
Location

Jensen Beach, FL

Website
https://connect.thrivent.com/amy-whitlach
Email
amy.whitlach@thrivent.com
Phone
772-408-0771
Fax

772-408-0776

Robert Whitlach

Robert Whitlach

FIC

Since 2007, Rob has grown both as a Financial Advisor and as a Christian during his time at Thrivent. His family—his wife and their three sons—are active members of Treasure Coast Community Church, where they find joy in hosting a small group and participating in both church and community events.

Beyond his work at Thrivent, Rob serves on several charity boards and committees dedicated to giving back to the community. However, his deepest passion lies in blending his love for travel with volunteering. Leading Habitat for Humanity teams overseas has been an incredibly fulfilling experience, and he looks forward to leading another trip soon.

His family also owns and operates the Pineapple Chalet, an executive suite building in Jensen Beach, where they enjoy being part of the local chamber of commerce. Weekends often find Rob improving the building, working on their home, or, when he's lucky, out on the water—fishing or relaxing at the sandbar.

Their team verse is also his personal guide, reminding him that life’s journey is not his own but led by God. “The heart of man plans his way, but the Lord establishes his steps.” — Proverbs 16:9 (ESV)

Click here to book a strategy session with Rob.  

Title

Associate Financial Advisor

State(s) Licensed
FL,
Location

Jensen Beach, FL

Website
https://connect.thrivent.com/robert-whitlach
Email
robert.whitlach@thrivent.com
Phone
772-408-0771
Heather Bleier

Heather Bleier

Heather has been married to her husband, Daniel, since 2010, and they’re proud parents to two amazing kids, Stacy and Wade. Raised in Texas, her southern charm shines through in both her “y’all” and her boots.

Outside the office, you’ll often find her adventuring with her family, whether that means hiking at a local park or exploring the Magic Kingdom. She also enjoys winding down with a good video game—especially anything in The Legend of Zelda series. Her favorite Bible verse, Psalm 46:1–3, reminds her that even when the world feels uncertain, God is unshakable and always at work for good.

Click here to book a strategy session with Heather.

Title

Associate Financial Advisor

State(s) Licensed
FL, GA,
Location

Jensen Beach, FL

Website
https://connect.thrivent.com/heather-bleier
Email
heather.bleier@thrivent.com
Phone
772-408-0771
    Ashlee Jantz

    Ashlee Jantz

    Ashlee chose to work for Thrivent because she believes financial literacy is an essential life skill and values serving alongside people who prioritize faith in their work. Her strengths—positivity, organization, and clear communication—guide how Ashlee supports and connects with the individuals and families she serves.

    Outside of work, Ashlee enjoys spending time outdoors with her two children and her mother. Whether they’re at the pool, beach, theme parks, museums, Urban Air, or Elev8, she loves finding new ways for them to enjoy time together. Ashlee is passionate about building meaningful relationships and is an active member of TC3.

    Ashlee’s favorite Bible verse is Philippians 4:13: “I can do all things through Christ which strengthens me.”

    Title

    Office Professional

    Location

    Jensen Beach

    Phone
    772-408-0771