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?”

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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.  

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.”