About Piedmont Financial Associates

We're proud to be Thrivent financial professionals. We provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that.
James Tobias

James Tobias

FIC

Jay has been serving clients since 2000 and he has worked with clients of all types...those who are just starting out, pre-retirees, retirees and small business owners. Jay loves to help finances make sense for our clients and to help them put a plan in place to get where they want to be. Through collaborative discussions, a formalized process and ongoing reviews, we feel like we can help make a difference for our clients to help them achieve the goals that are important to them.

Title

Financial Advisor

State(s) Licensed
AL, CO, CT, DC, FL, GA, ID, MA, MD, ME, MI, MN, NC, NY, PA, RI, SC, TN, VA, WV,
Location

Warrenton, VA

Website
https://connect.thrivent.com/james-tobias
Phone
540-680-2690
Bob Schmiesing

Bob Schmiesing

LUTCF®, FIC

Bob served our Thrivent clients full time for over 30 years and now serves in an Associate role as a part time advisor and mentor to the team. When he's not enjoying time being Grandpa to his grandchildren, Bob still loves to roll up his sleeves and help with the collaborative planning that is required to help our clients achieve their goals.

Title

Associate

State(s) Licensed
MA, MD, NC, NE, VA,
Location

Charlotte, NC

Website
https://connect.thrivent.com/bob-schmiesing
Phone
540-680-2690
    Sara Beyer

    Sara Beyer

    Title

    Senior Practice Support Specialist LIC

    Phone
    920-628-6522
      Laura Welch

      Laura Welch

      Title

      Advanced Practice Support Specialist LIC

      Phone
      920-628-6522
        Mariah Larsen

        Mariah Larsen

        Title

        Practice Support Specialist - UNL

        Phone
        920-628-6522