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About Shannon James

My Vision

To empower individuals toward financial independence through education and personalized guidance, fostering relationships that recognize and nurture their inherent value and potential for prosperity. Inspired by the wisdom, "A good man leaves an inheritance to his children's children," I am committed to helping you build a legacy that transcends generations.

My Mission

To foster financial stability within my community by offering a Christian holistic approach to tax-efficient financial planning. I provide a full spectrum of investment solutions—including retirement accounts, brokerage services, insurance, and more—designed to align with your values and support your financial goals.

About Me

In addition to my professional expertise, I am deeply committed to giving back to my community. I actively support several charitable organizations, including Wine to Water, Room at the Inn, and Crisis Nursery. Through my involvement with Thrivent, I have led and participated in Thrivent Action Teams since 2018, dedicating my time and efforts to initiatives that strengthen and uplift my community.

Outside of my professional and philanthropic endeavors, I enjoy spending time with my husband, Joseph, and our church family at Kennerly Temple Church of God in Christ (COGIC). In my free time, I enjoy needleworking and taking road trips to explore the diverse landscapes and cultures across the United State

Meet My Team

Riverside Wealth Advisors

Riverside Wealth Advisors

Title: Team Practice
Website: https://connect.thrivent.com/riverside-wealth-advisors

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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.

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