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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

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Jessica G

Series 63, Series 66

Phillipsburg, KS

Thrivent Investment Management

Jessica Gray is a financial advisor with Thrivent Investment Management in Phillipsburg, KS, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Fidelity Investments and Landmark National Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning without discretionary trading authority, and allows clients to combine planning with managed accounts under a consolidated billing option.

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Angela T

Series 66

Phillipsburg, KS

Edward Jones

Angela Thalheim is a Series 66 licensed financial advisor with Edward Jones in Phillipsburg, KS, where she has worked since 2012, totaling eight years of industry experience. She serves as president of the Long Island Pride Committee and is a board member of the Northern Valley School Site Council, both community organizations in Kansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a diverse range of advisory programs and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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