The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
Grateful I got to attend Thrivent’s Business Development Conference in Atlanta this week. Taking time to learn and grow is important to me because I believe God calls us to use our gifts to serve others well. My goal is always to better serve the families and clients I’m blessed to walk alongside as they plan for their futures.
One of the things I love most about Thrivent is the focus on leading with faith, living generously, and supporting the causes we care about. A highlight of the conference was serving together through an Action Team by helping fill 5,000 Easter eggs for a local Atlanta nonprofit. Moments like this are a great reminder that serving others is at the heart of what we do.
Thankful for the opportunity to grow, serve, and continue helping others live generously and pursue the plans God has placed on their hearts.
See thrivent.com/social for important disclosures.
I’m in Atlanta attending a Business Development Conference to continue learning and growing professionally. Opportunities like this help me stay fresh, informed, and focused on what matters most—serving my clients well and helping them make confident decisions.
🌟 Celebrating Service at One of Our Clients’ Retirement Celebrations 🌟
At one of our clients’ retirement celebrations, we had the special opportunity to turn gratitude into action through two meaningful service projects that will touch lives within our community.
💙 Warrior Bags for Oncology Patients – Alomere Health
Together, we assembled Warrior Bags for patients beginning Chemotherapy or Radiation at Alomere Health. Each bag included thoughtful comfort items:
A warm blanket, Water bottle, Mints, Chapstick, Chocolates, and a code to receive groceries or gas.
These bags are distributed to individuals starting their treatment journey, offering a reminder that they are supported and not alone.
🙏 Care Bags for Men Entering Teen Challenge - Provided by the Non-Profit - Sharing Love and Hope
We also packed care bags for men entering Teen Challenge, offering encouragement as they begin their path toward recovery. Each bag contained:
Hygiene essentials, Blanket, Socks, Candy, Bible, and a devotional.
These gifts were created to share hope, dignity, and support with those stepping into a new chapter.
✨ A Night Filled With Purpose
It was a beautiful way to honor a milestone by giving back. Thank you to everyone who contributed their time, heart, and energy to make these projects possible. Your kindness reaches far beyond the celebration itself.
Happy New Year! With the new year come exciting changes-we’ve moved to a new location with other Thrivent Advisors at 2308 S Broadway St, Suite 4, in Alexandria. Lucas Kosters and I have also formed Heritage Financial Associates, now serving both Alexandria and Sauk Centre. Watch for details on an upcoming open house-we’d love to see you.
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
Proud to be a sponsor of the KT Humble Hearts Remembrance Walk. They do an amazing job of walking with families in their grief journey.
If you would like to support them through your Action Teams or Choice Dollars reach out.
Chris Grieve and I were blessed to spend the afternoon yesterday being a hole sponsor at the Brandon-Evansville Golf Tournament. These funds help with the extra cost of Activities for the District. Go Chargers!
Proud to represent Thrivent, where caring for clients goes beyond finances.
Our team partnered with the INDY Foundation and Alomere Health Oncology to create care bags for patients beginning chemotherapy—a small way to show they are not alone.
Grateful for a community filled with compassion and for the incredible doctors, nurses, and staff at Alomere Health.
Our family has loved LutherCrest Bible Camp with the many camps and activities we have been to. It is a beautiful place to be able to be in nature to reflect and be inspired with all that God is doing in our life! We are honored to be part of their golf event as a hole sponsor.
Come out for a fun night at Knute Nelson Ballpark tonight at 5 PM to see our 2 Jr. Legion Teams play each other and see all the renovations that have happened at the ballpark. There will be games between the double header, raffle drawings and the newest member of Alexandria Baseball's Hall of Fame, Mike Kluver will be throwing out the first pitch.
PLEASE NOTE CHANGE OF DATE TO MONDAY, JULY 14th DUE TO WEATHER FORCAST
We are excited to support Alexandria Baseball as the Jr Legion Baseball teams Red vs Black play each other on Monday, July 14th with a double header starting at 5 pm. Come out to watch some GREAT baseball and see the amazing renovations that have happened at Knute Nelson ballpark. Enjoy a Hot Dog Basket with a free will donation supporting our Alexandria Youth Baseball Association.
Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable OutlookProud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️
Is early retirement right for you?Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️
