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Your Journey Financial Advisors

(704) 525-2657

We focus on individuals, families, business owners and foundations, but we enjoy helping all different types of clients through the various stages of their financial journey.

Team intro

We focus on individuals, families, business owners and foundations, but we enjoy helping all different types of clients through the various stages of their financial journey.

Our story

We're here to help you

We serve all Christians, through biblical financial principles, helping empower them to live financially confident lives. We help build confidence and generosity through holistic financial planning and by building purposeful relationships that last generations. 

Our team

Charles Beatty

ChFC®, CLU®, FIC

Wealth Advisor

Colby Bolick

FIC

Financial Consultant

Mike Williams

FIC

Financial Advisor

Kelly Jones

FIC, CLTC®, BFA™

Financial Advisor

Robert Rich

FIC

Financial Advisor

Chris Leslie

MBA, FIC

Financial Advisor

Collin Carlton

Associate Representative

Jennifer Miller

Associate

Nancy Nolley

FIC

Associate

Tammy Seiler

Associate

How we work with you

Our approach goes beyond any one topic. Whether you’re seeking guidance on managing wealth you’ve accumulated or have several financial goals in mind, our advice integrates your objectives into a personalized blueprint that grows and changes with your needs and goals. 

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Additional information

While working with Thrivent and throughout your entire financial journey, questions are sure to arise. We can help you find the answers. Following are common questions and answers from individuals just like you.

Contact

Be sure not to include any personally identifiable information such as social security numbers, account numbers, or medical/health information.

By sending this request, I agree that Thrivent or a Thrivent financial professional may contact me at the phone number(s) I provided, even though I may be on a Do Not Call Registry and/or it may be a wireless number.

To learn more about the privacy of your information, visit our privacy policy.

Office Information

Phone:

(704) 525-2657

Operating hours:

Monday through Friday 9:00am - 4:00pm

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/