Western Reserve Financial Associates | Thrivent

Western Reserve Financial Associates mission banner image

At Western Reserve Financial Associates, our mission is to help you make wise financial decisions.

our team

Making Your Financial Contentment a Priority

Making Your Financial Contentment a Priority

Mission: Our mission is to provide financial expertise that empowers families to fulfill their values and achieve their financial objectives through the prudent accumulation, preservation, and distribution of wealth. We accomplish this by fostering trust and cultivating enduring relationships, thereby helping ensure security, peace of mind, and the preservation of a lasting legacy.

Vision: To be the dependable partner for families seeking financial clarity and confidence, empowering them to live generously and honor their values across generations. We envision a future where every client experiences peace of mind through personalized strategies, enduring relationships, and a legacy that reflects what matters most.

At Western Reserve Financial Associates, we help individuals and families build a healthy relationship with money by providing thoughtful guidance and personalized financial strategies. Our goal is to empower confident decisions that protect what matters most and support your vision for today and generations to come.

A Year of Generosity in Action

A Year of Generosity in Action

At Western Reserve Financial Associates, we’re proud to give back and make a difference in the communities we serve. From local events and service projects to supporting meaningful causes, we’re grateful for every opportunity to connect, contribute, and serve together.

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 330-668-4720

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

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.