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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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One of my favorite parts of being a Thrivent Advisor is working for a company that is so involved in the community and getting to join in that. Service has always been a core value of mine and working for Thrivent has only enriched that. Look at those smiles!

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One of my favorite parts of being a Thrivent Advisor is working for a company that is so involved in the community and getting to join in that. Service has always been a core value of mine and working for Thrivent has only enriched that. Look at those smiles!

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Wishing you and your loved ones a safe and relaxing Labor Day.

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Wishing you and your loved ones a safe and relaxing Labor Day.

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Fellowship is just as important as talking finances. It's a real treat for me to break bread in such an amazing venue with old friends and new faces alike. I would love to see you at the next one! Let's connect! See thrivent.com/social for important disclosures.

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Fellowship is just as important as talking finances. It's a real treat for me to break bread in such an amazing venue with old friends and new faces alike. I would love to see you at the next one! Let's connect! See thrivent.com/social for important disclosures.

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Providing value, service and building relationships. The cornerstones of my practice. I love being able to talk with people comprehensively and provide a sense of reassurance. Here we are addressing estate planning, wills and trusts. Sounds complicated, right? It can be without the right knowledge or tools. Let's connect and get the right tools in the right place FOR the right time. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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Providing value, service and building relationships. The cornerstones of my practice. I love being able to talk with people comprehensively and provide a sense of reassurance. Here we are addressing estate planning, wills and trusts. Sounds complicated, right? It can be without the right knowledge or tools. Let's connect and get the right tools in the right place FOR the right time. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.​​

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Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.​​

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TCJA set to expire: Tax moves to consider if you're nearing or in retirement

What effect could tax bracket changes have on your retirement income? Explore how to help make your dollars last. 👇

As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing...

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Springtime reminds us that life is full of new beginnings. Start yours by stepping into a life-changing career as a Thrivent financial advisor. It’s full of purpose, flexibility and opportunities for growth. Curious about the possibilities? Explore more here: thriventcareers.com/freshstart

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Springtime reminds us that life is full of new beginnings. Start yours by stepping into a life-changing career as a Thrivent financial advisor. It’s full of purpose, flexibility and opportunities for growth. Curious about the possibilities? Explore more here: thriventcareers.com/freshstart

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Working tax efficiency into your financial strategy

Understanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️ 1. Investment 2. Time 3. Income tax

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and...

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Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.

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Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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