Meet Western Reserve Financial Associates

Western Reserve Financial Associates is comprised of husband and wife duo Brian and Stephanie McCarty, as well as Dominic Russo. As a team, we support each other’s work and our clients’ needs by sharing knowledge and expertise gained during our time in the industry. While some members of our team act as an extension of our main offices, it takes a coordinated effort and commitment from all of us to provide the best possible service to our clients. We’re proud to have an amazing group of dedicated financial professionals and support staff to help our team – and clients – succeed.

Copley Office

Stephanie McCarty

Stephanie McCarty

CFP®, FIC, RICP®, CLTC®

Joining Thrivent’s Western Reserve Financial Associates in 1998, Stephanie is dedicated to providing the utmost service to members and their families. She sees her career at Thrivent as an opportunity to serve others and as a source of expertise for those seeking guidance along their complex financial journey. As a CERTIFIED FINANCIAL PLANNER® professional, Stephanie is committed to providing the most up-to-date financial knowledge and resources to the clients she serves. 


Stephanie spent her undergraduate career studying at The University of Akron, earning a Bachelor of Science in Business Administration in 1997. Aside from Stephanie’s professional endeavors, she enjoys traveling and golfing with her husband, Brian and son, Tyler. Today, she and her family reside in Copley, Ohio. 


Generosity is defined by how you live; Stephanie is an active volunteer and supporter of several organizations and causes:

  • Let Me Be Ministries
  • Revere Local Schools
  • Thrivent Builds with Habitat for Humanity

Title

Wealth Advisor

State(s) Licensed
AZ , CO , FL , GA , IN , KY , MI , NC , NM , NV , OH , PA , SC , SD , TN , TX , WV
Website
https://connect.thrivent.com/stephanie-mccarty
Phone
330-668-4720
Brian McCarty

Brian McCarty

FIC, RICP®, CLTC®

Brian is passionate about providing members with financial guidance designed to evoke meaningful decisions. He is dedicated to making clients financial dreams become a reality. Having joined Thrivent in 2004, Brian dedicates his 17 years of experience to the clients of Thrivent’s Western Reserve Financial Associates.


Brian spent his undergraduate tenure studying at the University of Toledo, where he earned a Bachelors of Arts degree in 1995. Outside his career at Thrivent, Brian enjoys traveling, golfing, fishing and attending Cleveland Indians and Cleveland Browns games. He devotes his time as a husband of 18 years to his beloved wife Stephanie and as a father to their son, Tyler. Today, he and his family reside in Copley, Ohio.

Title

Sr. Director of Dedicated Planning and Investment Operations

State(s) Licensed
AZ , FL , GA , IN , KY , MI , NC , NM , NV , OH , PA , SC , SD , TN , TX , WV
Website
https://connect.thrivent.com/brian-mccarty
Phone
330-668-4720
    Dominic Russo

    Dominic Russo

    Dominic lives in Poland, Ohio, and works out of both office locations. He is truly the jack of all trades at Western Reserve Financial Associates, supporting staff and members with top-notch service in addition to running back-office tasks and providing analytical insights to the team. As a fully licensed financial professional, he also serves clients through face-to-face appointments. In his free time, Dominic enjoys cooking and is an avid golfer and certified fitness instructor.

    Title

    Associate Financial Advisor

    State(s) Licensed
    OH , PA
    Website
    https://connect.thrivent.com/dominic-russo
    Phone
    330-757-8521