About Ungerman Ghelardi and Associates

We're proud to be Thrivent financial professionals. We provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that.

Pottstown Office

John Ungerman

John Ungerman

CFP®, ChFC®, CLU®, CASL®, FIC, RICP®, ChSNC®, CKA®

Celebrating his 24th anniversary with Thrivent, John loves helping people become – and stay -- financially secure. All those letters after his title tells you he believes in ongoing education to stay on top of the ever-changing world of finances. He cares deeply about the Pottstown community and serves on the board of St. James Lutheran Church and Manatawny Manor. He is a strong supporter Thrivent’s partnership with Habitat for Humanity of MontDelCo. Married to Barb, John loves to travel and spend time with their 6 grandchildren.

Title

Wealth Advisor

State(s) Licensed
CA Insurance Lic. #0E94436 , DE , IL , ME , NM , PA , TN , WA
Location

Pottstown Office

Website
https://connect.thrivent.com/john-ungerman
Phone
610-970-4740
    Michael Ghelardi

    Michael Ghelardi

    CFP®, FIC, RICP®, BFA™

    A native of Philadelphia, Michael enjoys helping families protect, potentially grow and understand their family finances. He has more than 12 years of financial experience spanning business valuation and mergers and acquisitions, as well as obtaining the CERTIFIED FINANCIAL PLANNER™ professional designation. Mike is also an Adjunct Professor at Temple University teaching “Investing for the Future.” An avid sports fan, he still enjoys playing a game of ice hockey. He and his wife Amy and their three daughters live in Havertown.

    Title

    Wealth Advisor

    State(s) Licensed
    AK , AZ , CA Insurance Lic. #4259148 , CO , CT , DE , FL , IA , IN , KS , KY , MA , MD , ME , MI , MN , MO , NC , NJ , NV , OH , PA , RI , SC , TX , VA , WA , WV
    Location

    Havertown Office

    Website
    https://connect.thrivent.com/michael-ghelardi
    Phone
    484-455-7831
      Torie Yoder

      Torie Yoder

      Torie has been with Thrivent for 15 years serving Northeastern Pennsylvania. He enjoys forming strong relationships with clients and ensuring they are well prepared no matter what life throws at them. An active member of Innovations Church in Moosic, PA. Torie loves the outdoors and spending time with his wife Dana and their three young children.  

      Title

      Financial Associate

      Location

      Spring Brook Township

      Phone
      570-202-5749
        Gregory Powers

        Gregory Powers

        CFP®, ChFC®, FIC

        As director of Investment Operations, Greg manages investment research, crafts investment models and monitors mutual fund performance for the team’s Advisor Clients. Throughout his 19-year career with Thrivent, Greg has emphasized prompt, caring and enthusiastic service to all customers and he deeply values his client relationships. He and his wife Barbara love spending time at their lake house in Maine.

        Title

        Director of Investment Operations

        State(s) Licensed
        CA Insurance Lic. #0F50481 , CT , DE , FL , MA , ME , MO , NJ , PA , SC , VA
        Location

        Pottstown Office

        Website
        https://connect.thrivent.com/gregory-powers
        Phone
        610-970-4740