Sarah has been with Thrivent for fifteen years. She sees her role as mentor, teacher, and coach to her clients. She sets herself apart from other financial professionals in two ways: a focus on education (see our workshop series) and paying attention to the details (staying up to date on tax law, health policy, and global financial trends). Sarah and her husband met at Camp Calumet, located here in Freedom NH. Originally from southern New England they moved to NH because they love snow! They have two children.

Bob has been in the financial services industry for over 20 years. He realizes the value of financial planning with two kids in college and the preparation and discipline necessary to fund their education. A resident of Massachusetts Bob loves the beach, mountains, biking, tennis and skiing. Bob has an MBA in Finance and his goal is to save clients on taxes and to prepare clients for higher taxes in the future by paying taxes now vs in the future. Bob’s specialty is asset management and working with families and business owners to manage their wealth, taxes and risks.

Christy began her career at Thrivent in 2020, and previously came from the world of special events planning and budgeting. Christy believes in making financial guidance accessible to all, especially for women, veterans, and small business owners. Christy grew up in Portland, Maine, and travels back and forth from New England to Pennsylvania, where she currently resides. Christy received her MBA at Louisiana State University Shreveport’s online program. Her hobbies include reading, gardening, and chasing around her seven-year-old daughter.

Native of Newburyport Mass, she has been with the Thrivent team for 7 years. She is married, a mother of 3 and a grandmother to 5 beautiful grandchildren. She is a light in our office and is loved by all our members. She uses her skills to ensure that the customer experience is professional, enjoyable, and memorable. Dawn is excited to be transitioning to a part time position as she starts a SLOW (per Sarah) transition to retirement.

Melanie joined our team in 2022. She earned her Doctorate in Physical Therapy, but after working through the pandemic realized she was ready for a career change. She earned her Insurance License, and is excited to be learning about the world of finance from the ground up. Melanie has taken on some of the administrative duties to let Dawn move into semi-retirement, and is using her experience working in medical offices to improve our team's workflows. She lives in Freedom, NH with her husband and enjoys getting outdoors & baking.