• CFP (Certified Financial Planner), a certification granted by CFP, Board, Washington, D.C
• FINRA Series 7 General Securities Representative.
• FINRA Series 66 Uniform Combined State Law.
• Life & Health Insurance License in NJ, PA, NC, TN, GA, FL, TX,
• RI, ME, CA, NY.
• B.A. Gettysburg College
• CFP Program, Fairleigh Dickinson University
• Thrivent professional since 2004

Patrick, originally from Seattle, Washington, graduated with honors from USC before joining Thrivent and earning his Series 7, 66, and Life and Health insurance licenses. He is deeply committed to building strong relationships with clients and the community. He enjoys volunteering at his church, building with Habitat for Humanity, and serving with the Knights of Columbus. He is married to the love of his life, Marissa. He enjoys playing basketball and tennis, playing music and cooking for his wife, and watching the Seahawks play on Sundays.

Shemlah is a graduate of Emory University. She has earned her Series 7 and 66 security licenses, as well as Life and Health insurance licenses. She specializes in helping entrepreneurs and professional women achieve their personal and financial goals. During her free time she enjoys serving her community, supporting various churches and nonprofits, working out, cooking, reading self-development books (hello, Bible).

Cathy is a graduate of Northland College in Ashland, Wisconsin. She enjoys helping others through involvement in her church and has participated in many short-term mission trips to Mexico and Honduras. She likes to hike, kayak, read, sew, garden and has been blessed with the opportunity to travel extensively.

• Pastor, St. Paul Church of Christ Brooklyn NY, 11 Years
• Private Chef and Caterer at Hilda’s Fine Foods
• 23 Years Married to Simone N. Owens
• Two Lovely Children Alexis & Aaron Jr.