Log in
Log in
Seneca Group mission banner image
At Seneca Group, our mission is to help you make wise financial decisions.
our team
You – the client – are at the center of everything we do.
You – the client – are at the center of everything we do.

We want to get to know you, your goals, your hopes, and your values. We’ll determine the right course of action to align your goals and values with your purpose. We’ll continually evaluate your path forward, making necessary adjustments along the way to help guide you to achieve your goals. We will prepare you for the certainty of uncertainty.

 

We provide guidance to help create a financially secure foundation to build upon to live more generously. We believe happiness and contentment come from living a generous and purposeful life. We want to help you be a good steward of your many blessings and find opportunities to live generously. Our team is built on the core values of expertise, faith, and service.

 

Building a relationship of trust and understanding is key to crafting a customized financial plan specifically for you. Our team uses a holistic approach when coordinating insurance, investments, tax-efficiency, succession planning, and estate planning. Managing wealth is not our sole purpose. We believe that money is a tool, not a goal. 

 

Our associates are experienced professionals committed to developing lifelong relationships with our clients. Not only will you find our team members knowledgeable, but you will also discover that we truly care about helping you achieve your goals. With the Seneca Group, you'll have an entire team of financial professionals building a dedicated strategy focusing on what's important to you. Our team has designed a process to work in partnership with individuals and business owners to achieve financial clarity. Our financial advisors work directly with you and your next generation to address your dedicated planning needs.

 

Your goals and values. Our dedicated strategy. Together we build lasting legacies. 

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
Fortune 500 Icon
A.M. Best A++ Rating Icon
Assets Under Management Icon
Years of Service Icon

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 301-515-3312

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

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

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

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

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.