Next from out Van Wert office, we have Jean Etzler!
Jean joined Carl early on in his career with Thrivent and has been an Office Professional since 2004. She has loved being able to work alongside her husband all of these years. Before this, Jean was a Dental Hygienist for Dr. Roger Okuley (from Holgate) for over 20 years!
Jean and Carl got married in 1982 and have been blessed with 3 beautiful daughters and 4 awesome grandchildren. Jean says the best title she has ever had is being Grandma and "JeJe." They also cannot wait to celebrate with their youngest daughter this upcoming December for her wedding and to welcome their third Son-in-Law to their family.
She loved watching her girls play sports and to see Carl coach them and now she enjoys spending as much time as she can with them and her grandchildren. Jean also loves to spend time with her friends and travel. Outside of that, a huge part of Jean's life is her faith and playing organ for church. She has so much joy for leading worship on Sundays.
When asked if there was anything Jean would like our clients to know, she said: "Over the years I've enjoyed getting acquainted and working with Carl's clients. Many have become wonderful friends. Watching the relationships develop and the trust clients have with Carl is incredible."
Please join us in welcoming Jean to the Endeavor team!
“Rejoice in hope, be patient in tribulation, be constant in prayer.” - Romans 12:12
Happy Mother's Day to all the amazing moms we have on staff between our two offices!
We cannot thank you enough for everything you do for us and our clients. You all deserve to be celebrated and we hope you enjoy your day!
The next person we would like to introduce from our partner office in Van Wert is Phil Summersett!
Phil has been a financial associate with Thrivent since 2020. Phil has loved working on Carl's team because he gets to work alongside his sister, Jean, and brother-in-law, Carl. He received a degree in Accounting from Bowling Green State University and a Mathematics degree from Purdue University at Indiana-Purdue of Fort Wayne.
Phil has two sons who live in Arizona and Wisconsin. He loves to travel and explore with them, when they get together.
Phil has worn many hats and has had many careers which include being a financial analyst, secondary mathematics teacher, coordinator for a charitable foundation, accounting director including payroll oversight, and now as a financial associate. When he thinks about his work, he thinks of his favorite quote: "The secret of getting ahead is getting started" - Mark Twain.
Phil enjoys and values meaningful work, spirituality, health, independence, and adventure.
When asked if there was anything he would want our clients to know, Phil said: "Witnessing the clarity and confidence clients achieve having pursued and implemented their plan is a privilege. Initial concerns and unknowns give way to excitement and understanding. The secret is truly having the courage to get started."
Please welcome Phil as we are so excited to be partnered with him!
See thrivent.com/social for important disclosures
Tornadoes across the US have caused widespread devastation to homes, businesses and communities. Let’s send a message that help is on the way by volunteering, donating or helping to rebuild. For every $2 you donate through Thrivent's online giving platform Thrivent will add $1. Thrivent will also pay all the processing fees so 100% will go directly to the cause. Learn how you can amplify your impact, visit https://bit.ly/48cO5W6.
“Above all, keep loving one another earnestly, since love covers a multitude of sins.” - 1 Peter 4:8
“May the God of hope fill you with all joy and peace as you trust in him, so that you may overflow with hope by the power of the Holy Spirit.” - Romans 15:13
“But the fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness.” - Galatians 5:22
It’s not too late to be part of our National Volunteer Week activities. ⭐ Thrivent is partnering with Wine to Water, an organization providing sustainable water solutions to communities around the world. 💧
Order your limited-edition Water Filter Build Kit to help provide safe water for all. Kits available through April 27 or until supplies run out 👉 https://bit.ly/3xNya3O
Not sure what to do with your tax refund? You could spend on something fun or you could put the money toward a financial goal. Here are some ideas to consider.
“You will have great joy and gladness.” - Luke 1:14
“Let not your hearts be troubled. Believe in God; believe also in me.” - John 14:1
“Light in a messenger’s eyes brings joy to the heart, and good news gives health to the bones.” - Proverbs 15:30
Who can you nominate for the Live Generously®️ award? This award recognizes significant acts of service and generosity.
Nominate a friend, family member, neighbor or colleague who embraces a lifestyle of generosity or who saw a challenge and came up with a creative solution to help.
Nominations are open through April 27. Send yours in today! 👉 https://bit.ly/3IY117J
Look who is growing.....
Endeavor Financial Group of Thrivent is merging with Thrivent advisor Carl Etzler of Van Wert, OH. Our two teams are joining together to better serve Northwest Ohio in our Financial Advice and Planning services.
More to come soon!
See thrivent.com/social for important disclosures.
Milestones are a great way to help track your progress towards your financial goals. Whether it’s building up your savings or paying down debt, they can help keep you on track. Best of all, they let you celebrate your wins along the way. How do you celebrate your milestones?