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

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 , MA , MD , ME , MI , MN , MO , NC , NJ , NV , OH , PA , RI , SC , TX , VA , WA
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
        John Ungerman

        John Ungerman

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

        Title

        Associate

        State(s) Licensed
        DE , NM , PA
        Website
        https://connect.thrivent.com/john-ungerman
        Phone
        610-970-4740
          Torie Yoder

          Torie Yoder

          FIC

          Title

          Associate

          State(s) Licensed
          PA
          Website
          https://connect.thrivent.com/torie-yoder
          Phone
          570-202-5749