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.

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Community Impact

Western Reserve Financial Associates is dedicated to enriching the community through active volunteer efforts and meaningful partnerships.The team has partnered with Habitat for Humanity of Summit County to help families create a stronger, more secure foundation for their futures. They have also dedicated their time to hands-on projects such as the landscape clean-up at Let Me Be Ministries Retreat Center and have supported St. Andrews Spirit of Hope through a Thrivent Action Team—an organization devoted to safeguarding and uplifting children.

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 , CA Insurance Lic. #4483028 , CO , FL , GA , IN , KY , MI , NC , NM , NV , OH , PA , SC , SD , TN , TX , WV
Website
https://connect.thrivent.com/stephanie-mccarty
Email
stephanie.mccarty@thrivent.com
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

Director of Dedicated Planning and Investment Operations

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/brian-mccarty
Email
brian.mccarty@thrivent.com
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
    Email
    dominic.russo@thrivent.com
    Phone
    330-757-8521
      Stephanie McCarty

      Stephanie McCarty

      CFP®, FIC, RICP®, CLTC®

      Title

      Wealth Advisor

      State(s) Licensed
      AZ , CA Insurance Lic. #4483028 , CO , FL , GA , IN , KY , MI , NC , NM , NV , OH , PA , SC , SD , TN , TX , WV
      Website
      https://connect.thrivent.com/stephanie-mccarty
      Email
      stephanie.mccarty@thrivent.com
      Phone
      330-668-4720
        Brian McCarty

        Brian McCarty

        FIC, RICP®, CLTC®

        Title

        Director of Dedicated Planning and Investment Operations

        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/brian-mccarty
        Email
        brian.mccarty@thrivent.com
        Phone
        330-668-4720
          Dominic Russo

          Dominic Russo

          Title

          Associate Financial Advisor

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

            Stephanie McCarty

            CFP®, FIC, RICP®, CLTC®

            Title

            Wealth Advisor

            State(s) Licensed
            AZ , CA Insurance Lic. #4483028 , CO , FL , GA , IN , KY , MI , NC , NM , NV , OH , PA , SC , SD , TN , TX , WV
            Website
            https://connect.thrivent.com/stephanie-mccarty
            Email
            stephanie.mccarty@thrivent.com
            Phone
            330-668-4720
              Brian McCarty

              Brian McCarty

              FIC, RICP®, CLTC®

              Title

              Director of Dedicated Planning and Investment Operations

              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/brian-mccarty
              Email
              brian.mccarty@thrivent.com
              Phone
              330-668-4720
                Dominic Russo

                Dominic Russo

                Title

                Associate Financial Advisor

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

                  Stephanie McCarty

                  CFP®, FIC, RICP®, CLTC®

                  Title

                  Wealth Advisor

                  State(s) Licensed
                  AZ , CA Insurance Lic. #4483028 , CO , FL , GA , IN , KY , MI , NC , NM , NV , OH , PA , SC , SD , TN , TX , WV
                  Website
                  https://connect.thrivent.com/stephanie-mccarty
                  Email
                  stephanie.mccarty@thrivent.com
                  Phone
                  330-668-4720
                    Brian McCarty

                    Brian McCarty

                    FIC, RICP®, CLTC®

                    Title

                    Director of Dedicated Planning and Investment Operations

                    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/brian-mccarty
                    Email
                    brian.mccarty@thrivent.com
                    Phone
                    330-668-4720
                      Dominic Russo

                      Dominic Russo

                      Title

                      Associate Financial Advisor

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

                        Stephanie McCarty

                        CFP®, FIC, RICP®, CLTC®

                        Title

                        Wealth Advisor

                        State(s) Licensed
                        AZ , CA Insurance Lic. #4483028 , CO , FL , GA , IN , KY , MI , NC , NM , NV , OH , PA , SC , SD , TN , TX , WV
                        Website
                        https://connect.thrivent.com/stephanie-mccarty
                        Email
                        stephanie.mccarty@thrivent.com
                        Phone
                        330-668-4720
                          Brian McCarty

                          Brian McCarty

                          FIC, RICP®, CLTC®

                          Title

                          Director of Dedicated Planning and Investment Operations

                          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/brian-mccarty
                          Email
                          brian.mccarty@thrivent.com
                          Phone
                          330-668-4720
                            Dominic Russo

                            Dominic Russo

                            Title

                            Associate Financial Advisor

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

                              Stephanie McCarty

                              CFP®, FIC, RICP®, CLTC®

                              Title

                              Wealth Advisor

                              State(s) Licensed
                              AZ , CA Insurance Lic. #4483028 , CO , FL , GA , IN , KY , MI , NC , NM , NV , OH , PA , SC , SD , TN , TX , WV
                              Website
                              https://connect.thrivent.com/stephanie-mccarty
                              Email
                              stephanie.mccarty@thrivent.com
                              Phone
                              330-668-4720
                                Brian McCarty

                                Brian McCarty

                                FIC, RICP®, CLTC®

                                Title

                                Director of Dedicated Planning and Investment Operations

                                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/brian-mccarty
                                Email
                                brian.mccarty@thrivent.com
                                Phone
                                330-668-4720
                                  Dominic Russo

                                  Dominic Russo

                                  Title

                                  Associate Financial Advisor

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

                                    Stephanie McCarty

                                    CFP®, FIC, RICP®, CLTC®

                                    Title

                                    Wealth Advisor

                                    State(s) Licensed
                                    AZ , CA Insurance Lic. #4483028 , CO , FL , GA , IN , KY , MI , NC , NM , NV , OH , PA , SC , SD , TN , TX , WV
                                    Website
                                    https://connect.thrivent.com/stephanie-mccarty
                                    Email
                                    stephanie.mccarty@thrivent.com
                                    Phone
                                    330-668-4720
                                      Brian McCarty

                                      Brian McCarty

                                      FIC, RICP®, CLTC®

                                      Title

                                      Director of Dedicated Planning and Investment Operations

                                      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/brian-mccarty
                                      Email
                                      brian.mccarty@thrivent.com
                                      Phone
                                      330-668-4720
                                        Dominic Russo

                                        Dominic Russo

                                        Title

                                        Associate Financial Advisor

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