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.
Meet Our Team
Germantown Office
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 , PA , SC , TX , UT , VA , WA , WV
- Website
- https://connect.thrivent.com/mark-mueller
- Phone
- 301-515-3312
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
Terri Meekins
FIC, RICP®, CLTC®, CKA®, BFA™
- Title
Associate Financial Advisor
- State(s) Licensed
- DC , DE , FL , MD , MT , PA , VA , WV
- Website
- https://connect.thrivent.com/terri-meekins
- Phone
- 410-952-4536
Katie Kohler
FIC
- Title
Director of Dedicated Planning Operation
- State(s) Licensed
- CO , FL , MD , PA , SC , VA
- Website
- https://connect.thrivent.com/katie-kohler
- Phone
- 301-515-3312
Robyn Crossan
- Title
Associate
- State(s) Licensed
- DE , FL , MD , PA , SC , TX , VA , WV
- Website
- https://connect.thrivent.com/robyn-crossan
- Phone
- 301-515-3312