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Our Story
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.

Seneca Group our story image 1
Mark Mueller
Mark MuellerWealth AdvisorMBA, CFP®, ChFC®, RICP®, CLTC®, CKA®, BFA™
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Kelly Kreis
Kelly KreisFinancial AdvisorFIC
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Terri Meekins
Terri MeekinsAssociate Financial AdvisorFIC, RICP®, CLTC®, CKA®, BFA™
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Katie Kohler
Katie KohlerDirector of Dedicated Planning OperationFIC
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Robyn Crossan
Robyn CrossanAssociate
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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.