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About Seneca Group

We are Christian financial professionals who work primarily with successful business owners and professionals to help them make smart decisions with money to achieve Financial Freedom so that work becomes optional. We have developed and refined a process that pulls all the pieces of the financial puzzle together for our clients. We call our process “Advice the Thrivent Way.”


Financial Freedom…


o  We believe that money is a tool not a goal

o  It’s not always about having more but working the best with what you have

o  You own your calendar and it isn’t controlled by someone else


Contact us to learn about our custom, purpose-based Dedicated Planning Services today.

Germantown Office

Mark Mueller

Mark Mueller

MBA, CFP®, ChFC®, RICP®, CLTC®, CKA®, BFA™

Title

Wealth Advisor

State(s) Licensed
AZ , CA Insurance Lic. #4119923 , CO , DC , DE , FL , GA , HI , IL , MA , MD , MI , MN , MT , NC , NY , OH , OR , PA , RI , SC , TX , UT , VA , WA , WV
Website
https://connect.thrivent.com/mark-mueller
Phone
301-515-3312
Terri Meekins

Terri Meekins

FIC, RICP®, CLTC®, CKA®, BFA™

Title

Associate Financial Advisor

State(s) Licensed
DC , FL , MD , MT , PA , VA , WV
Website
https://connect.thrivent.com/terri-meekins
Phone
410-952-4536
    Kelly Walter

    Kelly Walter

    FIC

    Title

    Financial Advisor

    State(s) Licensed
    DC , DE , FL , MD , NC , NJ , OH , PA , VA
    Website
    https://connect.thrivent.com/kelly-walter
    Phone
    301-515-3312
      Katie Kohler

      Katie Kohler

      FIC

      Title

      Director of Dedicated Planning Operation

      State(s) Licensed
      CO , DC , FL , MD , PA , SC , VA
      Website
      https://connect.thrivent.com/katie-kohler
      Phone
      301-515-3312