
Wealth Management for Northeast Ohio Families
You've worked hard to build your wealth. Now it's time to make sure your retirement income, investment strategy, and legacy plan work together efficiently.
My passion is helping retirees, soon-to-be retirees, families, and women managing financial decisions create tax-efficient strategies designed to help strengthen their financial position today while preparing for the future they envision for generations to come.
With main offices is Wooster and Mentor, I serve as an objective financial advisor who listens first and offers guidance second.
My Focus
- Tax-Efficient Retirement Income Strategies
- Wealth Management
- Legacy & Estate Planning
Who I Work With
Retirees and Soon-to-Be Retirees
As retirement approaches, the focus shifts from accumulating wealth to creating reliable, tax-efficient income. I help clients turn years of savings into a retirement strategy designed to support their lifestyle and long-term goals.
Families Planning for Today and Tomorrow
Successful financial planning isn't only about growing assets—it's about providing security and opportunity for the people you care about most. I help families build, preserve, and transfer wealth with confidence.
Women Managing Financial Decisions
Whether managing finances independently, planning for retirement, or navigating a significant life transition, I provide personalized guidance designed to help women make informed financial decisions with clarity and confidence.
Experienced and First-Time Investors
Regardless of your investing experience, I provide education, guidance, and strategies designed to align your investments with your goals, risk tolerance, and timeline.
About Me
Outside of helping others achieve their financial goals, my life is centered around my family, my faith, and others. I am married to an amazing woman, Brooke, and we live in Wooster, Ohio with our two small children. In addition, we are active in our local church and the community as we seek to give back and be a part of the growth and tradition of our home. We appreciate meaningful relationships and hope to meet you and your family soon if we haven't already.
Thanks to Katie Gentry of Kathryn D Studios for the Photographs (www.kathryndstudios.com)
Let's Build a Financial Strategy Together
Whether you're approaching retirement, already retired, or planning for future generations, I’m here to help find direction through an easy to understand plan.
Schedule Your Complimentary Strategy Meeting Today.
Education & Accomplishments
CLTC® - Certification in Long Term Care
FINRA Series 66 Uniform Combined State Law
FINRA Series 7 General Securities Representative
M.A. in Higher Education from Geneva College
B.S. in Social Studies Education, Minor in Economics from Indiana Wesleyan University

In the Community
Check out the impact we have made in our community!
Meet My Team
Wooster Office

BeaconPoint Financial Group
- Title
Team Practice
- Website
- https://connect.thrivent.com/beaconpoint-financial-group

Colin Bell
Colin is a Financial Advisor who focuses on overall financial planning including investment management and protection planning for his clients. He has a Bachelor of Science in Finance from John Carroll University as well as a MBA from Ashland University. Colin also has his CERTIFIED FINANCIAL PLANNER® designation. Prior to joining Thrivent in 2008, he worked for JPMorgan Chase.
Colin and his wife Melissa, who also works for Thrivent as a Manger of Engagement, live in Hudson, OH and have a daughter, Ava. He spends much of his free time on a soccer field watching Ava and still plays himself in a men’s league. Colin and Melissa also support and volunteer their time at local charities including Building Hope in the City.
- Title
Financial Advisor
- Location
Stow Office
- Phone
- 440-610-1732

Mary Jo Boswell
Mary Jo is a Financial Advisor who focuses on overall holistic financial planning including investment and risk management, retirement income planning, tax diversification and legacy planning. She has a BA from Notre Dame College of Ohio and has the professional designations, Retirement Income Certified Professional from the American College of Financial Planning, and the Certified Long Term Care designation. Prior to joining Thrivent, Mary Jo worked in the Regional Banking Industry. She serves clients in the greater Northeastern Ohio area with offices in Mentor, Westlake, and Stow.
Mary Jo and her husband, Don, reside in Mentor, Ohio. They are active members of Pilgrim Lutheran Brethren Church in Mentor and enjoy spending time with friends and family along with vacationing in the warm weather.
- Title
Financial Consultant
- Location
Mentor Office
- Phone
- 440-350-3820

Bill Fecht
Bill is a Financial Advisor who focuses on investment management and retirement income planning for his clients. He has a Bachelor of Science in Finance and Management Information Systems from Miami University, as well as his Wealth Management Certified Professional® and Retirement Income Certified Professional® designations. Prior to joining Thrivent in 2008, he worked for several years with a regional bank in risk management and commercial lending.
Bill and wife Becky live in Avon, OH with their children Samantha and Will. He spends much of his free time coaching and watching youth sports, as well as attending horse shows. When he and his family travel, it usually involves a beach.
- Title
Financial Advisor
- Location
Westlake Office
- Phone
- 440-455-9695

Angela Bateman
Angela joined our team in 2023 and provides exceptional client service as a fully licensed Practice Support Associate. Prior to joining Thrivent, Angela worked in the manufacturing industry and engineering fields. She has a BS in Electrical Engineering and a MS in Manufacturing Management from Kettering University.
Originally from Michigan, Angela currently resides in Hudson, Ohio, with her husband, Neil, and their 3 children. In her free time, she is a deacon at her church, a leader of the Hudson PTO, and volunteers with the Girl Scouts of Northeast Ohio.
- Title
Practice Support Associate
- Location
Stow Office
- Phone
- 330-961-3200

Lisa Blackwell
Lisa has been with Thrivent since 2017. She coordinates and implements marketing strategies and supports overall administrative operations. Before joining Thrivent, she worked on Capitol Hill and as a special education teacher. Outside of work Lisa and her husband are active members in their church and enjoy watching their sons play football and baseball.
- Title
Office Professional
- Location
Stow Office
- Phone
- 440-610-1732

Sharron Affeldt
Sharron is a senior on our Remote Practice Support team. With seven years of financial industry experience at Thrivent, she is familiar with and assists in keeping our practice operations running smoothly behind the scenes to allow for exceptional client service to be priority. Her interests outside of work include outdoor family adventures, reading, and culinary arts.
- Title
Senior Practice Support Specialist LIC
- Location
Remote Support Staff - WI
- Phone
- (920) 628-4720

Erika Scheibe
Erika has been working with Thrivent in security licensed positions since 2021. She is committed to accurate and efficient customer service. Outside of work Erika enjoys sports, activities with her children, and fostering puppies.
- Title
Advanced Practice Support Specialist LIC
- Location
Remote Support Staff – WI
- Phone
- (920) 628-4720

Genie McGee
Genie joined our Remote Practice Support team as a licensed colleague in 2024 after serving as a Virtual Financial Advisor here at Thrivent. She understands the importance of personalized and convenient financial guidance that prioritizes clients values, needs and goals, and she is passionate about providing a great client experience. Outside of work, she enjoys serving her community and making new memories with her family.
- Title
Practice Support Specialist LIC
- Location
Remote Support Staff – TX
- Phone
- (920) 628-4720

Whitney Kruepke
Whitney joined Thrivent and our Remote Practice Support team in the spring of 2023. She has worked in customer service for 10 years with varying experiences in different industries. Her passion is to help each client with a positive and friendly attitude. In her free time she enjoys traveling, trying new foods, reading, watching movies, and attending professional football or soccer games with her husband.
- Title
Practice Support Specialist UNL
- Location
Remote Support Staff - WI
- Phone
- (920) 628-4720