About Steven Bond

I love the strategy behind fitting separate financial puzzle pieces into one cohesive picture. And I love building life-long relationships with my clients. I graduated from Shippensburg University, and gained invaluable experience in the accounting field as a CPA* for five years out of college. I grew up in the Kutztown area and am proud to be a third generation Thrivent Financial representative. I am married to Casey, and we are the proud parents of a daughter, Quinn and the absolute joy of our lives. Completing our family is our dog Maxwell. When I’m not involved with my career, I am spending time with family and friends. I am a member of Trinity Evangelical Lutheran Church in Kutztown, and enjoy volunteering with youth through the Kutztown Optimist Club.

Living Generously in Berks County

  • Member of Trinity Evangelical Lutheran Church, Kutztown
  • Member, Optimist Club of Kutztown
  • Past President, Optimist Club of Kutztown
  • Volunteer, Thrivent Builds Worldwide
  • Thrivent Community - East Berks event benefiting Operation Heroes /Jarett Yoder Foundation
  • Supporter of food drives supporting Friend, Inc., Kutztown

Education & Accomplishments

  • FINRA Series 7, 6
  • FINRA Series 65 Uniform Investment Advisor
  • FINRA Series 63 Uniform Securities Agent State Law Exam
  • Life and Health Insurance licenses, PA, NC, OH, AZ, CA, FL, MD, NJ, TX, VA
  • *CPA (Certified Public Accountant) credentials awarded by the State Accountancy Board.
  • BSBA, Accounting - Shippensburg University
  • *Not a practicing CPA and cannot provide tax or accounting advice or services. Thrivent and its affiliates are not CPA firms.
Greystone Financial Consultants

Greystone Financial Consultants


Team Practice

    Sherry Wentzel

    Sherry Wentzel


    Office Professional