Our Philosophy

We believe financial planning is about more than just numbers. It’s about untangling your relationship with money, clarifying your goals, and building a life that feels truly your own—whether you're starting with a lot or a little. We understand that money can be an emotional, even intimidating, topic. That’s why we lead with empathy, patience, and honesty. We’re not here to push products or offer one-size-fits-all solutions. We're here to listen, guide, and walk alongside you—without fear, shame, or judgment. ​

Meet the Team

Kelsey Snyder, CFP®
Founder | Financial Planner
Kelsey is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in values-based planning and behavioral finance. She works with individuals to help them reduce their money stress and create a system that works for them.
Allison Walker
Co-Founder | Financial Planner
Allison brings over a decade of experience as an educator to her role as a financial advisor. She specializes in working with young professionals and families navigating life transitions, helping them simplify their finances and build confidence in their decisions.
Mikayla Mason
Operations Manager

Mikayla is the systems and structure expert at Thrive. With a background in education, healthcare, and customer service, she ensures a seamless client experience and specializes in creating thoughtful, efficient processes that keep people at the center.

Our Story

Thrive Financial launched in early 2025, but the seeds of this partnership were planted long before. Kelsey had been quietly nurturing the vision for Thrive for years—a space where financial planning could feel deeply human, approachable, and aligned with the lives people actually want to live. 

Kelsey and Allison met in 2023 through their work with Mutual of Omaha Investor Services. The two discovered a powerful alignment: a deep passion for helping others create lives of purpose, balance, and freedom. Today, Allison works closely with ongoing financial planning clients, manages investment accounts, and leads educational workshops on financial literacy. Kelsey focuses on business development, one-on-one coaching, community outreach, and welcoming new clients into the Thrive family. 

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Our Values

Authenticity 
We show up as our full selves and invite you to do the same. Honest conversations lead to meaningful progress. 

Accessibility 
Everyone deserves financial guidance, no matter their background, net worth, income level, or starting point. Our fees aren’t higher just because you’re still finding your footing. 

Compassion 
Money is personal. We approach every conversation with empathy, care, and respect for your unique story. 
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Transparency 
We believe trust is built on clarity and honesty. No hidden agendas. No fine print. Just real, open guidance. 
Thrive Financial staff are based out of Indiana, but our work is virtual. Our financial advisors can work with clients in any state and welcome nearby residents of Wisconsin, Kentucky, Illinois, Ohio, and Michigan.
​Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.  Advisory services offered through Mutual of Omaha Investor Services, Inc., an SEC Registered Investment Advisory Firm.  Thrive Financial is not affiliated with Mutual of Omaha Investor Services. 

Mutual of Omaha Investor Services, Inc. and its representatives do not provide tax or legal advice. Consult the appropriate professional regarding your particular situation. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.  Insurance products and services are offered by various underwriting companies.  Products not available in all states.