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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.

Business ownership considerations
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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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