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Rebecca O Wise

Advisor Image
Rebecca O Wise
Financial Associate
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FIC
Women's Markets
Young Families
Retirement Planning
About Rebecca Wise
About Rebecca Wise

Understanding your financial picture does not need to be confusing or complicated. I am here to educate you and help you understand the basic fundamentals of your financial portfolio in a comfortable and stress-free environment. I believe all we have is a Gift from God. And it is my role to help you be wise with your money and provide comprehensive financial guidance that reflects your goals and values as well as empower you to navigate your financial journey with confidence.

In my spare time, you can find me in the great outdoors enjoying bike riding, kayaking and hiking. I love to read a good book in print form. Spending time with family and friends and serving the communities and churches for where I live and work brings me joy. I am inspired by the biblical verse: 1 Peter 4:10 "Each of you should use whatever gift you have received to serve others, as faithful stewards of God's grace in its various forms."

Giving Back
  • Volunteer, Thrivent Action Teams in churches and the community
  • Member, Berks Mont Business Association
  • Member, TriCounty Area Chamber of Commerce
  • Member, Building a Better Boyertown
  • Member, Trinity Evangelical Lutheran Church, Hecktown (Bethlehem)
  • Former Board Member, Habitat for Humanity Lehigh Valley
  • 2018 Mid-Atlantic Region Volunteer of the Year - Thrivent
Education & Accomplishments
  • Graduate of Boyertown HS, class of 1982
  • Bachelor of Arts - Lebanon Valley College, class of 1986
  • Life and Health Insurance Licenses
  • Finra Series 6 Investment Company and Variable Contracts Products Representative
  • Finra Series 63 Uniform Securities Agent State Law Exam
My qualifications
  • Fraternal Insurance Counselor
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Delaware
  • Michigan
  • Minnesota
  • New Jersey
  • Pennsylvania
  • South Carolina
  • Virginia

Insights

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Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.
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"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9
September 2026 Market Update: Healthy growth sends stocks to new highs
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
21st Century Medicare image
21st Century MedicareSep 29, 2026, 11:30 PM UTC
Online Zoom Workshop
Workshop Information: This online workshop will be presented, led and executed by the Mid-Atlantic/Ohio Valley Area and Northeast Area Engagement Team.Speaker Bio: Emily Gang left her seven year position managing risk for Goldman Sachs to study the ins and outs of Medicare. Since then, she has combined her experience and passion for helping people with the way people should make their Medicare decision. Emily has guided over 100,000 people across the country thru navigating Medicare rules and insurance company confusion to make the right Medicare decision based on their unique situation. Her expertise in Medicare has gained her national recognition as the Medicare Specialist. Emily has been featured in Forbes, Business Insider, Nerd Wallet, US News, Yahoo Finance, Retirement Resource Center, and has presented for Thrivent Financial members.Workshop Description: Emily Gang, The Medicare Coach, offers pre-retirees an overview of Medicare so they can prepare for healthcare in retirement. Choosing the right Medicare plan is complicated, which is why learning more about the plans is essential. To workers who are delaying retirement, she explains how Medicare can be a better option than an employer health plan in some cases. She reveals tips about when to begin preparing for Medicare and ways to save money once they have started Medicare. She explains all the parts of Medicare and how what retirees will be required to pay is determined. She also talks through options they have for covering the gaps in coverage. The key with Medicare is to plan ahead and review your plan during enrollment periods, especially prescription drug plans.  Date & TimeTime shows in Eastern Time (US and Canada)You can choose to attend one or more of the following webinars.Sep 29, 2026 01:00 PMSep 29, 2026 07:30 PMNo products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. 6034756.2 
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The Washington UpdateOct 27, 2026, 11:30 PM UTC
Online Workshop
How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning.This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions.Date & TimeTime shows in Eastern Time (US and Canada)You can choose to attend one or more of the following webinars.Oct 27, 2026 01:00 PMOct 27, 2026 07:30 PMNo products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1
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Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations