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Contact our team of professionals. 📱(920) 840-6780 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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Contact our team of professionals. 📱(920) 840-6780 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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Jesse is married to his best friend, Maggie, and together they have two beautiful daughters, Sadie and Presley. Their family is active at Zion Evangelical Lutheran Church in Readfield, and they love spending time outdoors—whether that’s playing sports, hunting, or enjoying a quiet evening around a campfire. In addition to his financial work, Jesse proudly serves as a First Sergeant in the Wisconsin Army National Guard. He is passionate about giving back and regularly volunteers for veteran-focused events, church groups, and local causes that strengthen the community. For additional disclosure, see thrivent.com/social #MeetOurTeam #CommunityFocused #FinancialGuidance #VeteranLed #WisconsinProud #Thrivent #GivingBack #FinancialPlanning

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Jesse is married to his best friend, Maggie, and together they have two beautiful daughters, Sadie and Presley. Their family is active at Zion Evangelical Lutheran Church in Readfield, and they love spending time outdoors—whether that’s playing sports, hunting, or enjoying a quiet evening around a campfire. In addition to his financial work, Jesse proudly serves as a First Sergeant in the Wisconsin Army National Guard. He is passionate about giving back and regularly volunteers for veteran-focused events, church groups, and local causes that strengthen the community. For additional disclosure, see thrivent.com/social #MeetOurTeam #CommunityFocused #FinancialGuidance #VeteranLed #WisconsinProud #Thrivent #GivingBack #FinancialPlanning

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✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments. ✅ HSA: Confirm you’ve taken advantage of your HSA. Reach out if you’d like guidance on other year-end financial strategies. See thrivent.com/social for important disclosures. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments. ✅ HSA: Confirm you’ve taken advantage of your HSA. Reach out if you’d like guidance on other year-end financial strategies. See thrivent.com/social for important disclosures. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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1️⃣ Take your required minimum distributions (RMDs). Missing the Dec. 31 deadline can trigger a 25% penalty. 2️⃣ Watch your modified adjusted gross income (MAGI). Even small increases could raise future Medicare premiums. 3️⃣ Consider a qualified charitable distribution (QCD). It can satisfy your RMD, lower your MAGI and help you support the causes you care about. A few simple moves today can help you avoid penalties, manage future healthcare costs and protect your retirement income. Get in touch if you’d like help reviewing your year-end strategy. See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

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1️⃣ Take your required minimum distributions (RMDs). Missing the Dec. 31 deadline can trigger a 25% penalty. 2️⃣ Watch your modified adjusted gross income (MAGI). Even small increases could raise future Medicare premiums. 3️⃣ Consider a qualified charitable distribution (QCD). It can satisfy your RMD, lower your MAGI and help you support the causes you care about. A few simple moves today can help you avoid penalties, manage future healthcare costs and protect your retirement income. Get in touch if you’d like help reviewing your year-end strategy. See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

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Kay believes every relationship deserves a personalized strategy—one built around unique goals, timelines, risk tolerance, and budget. Kay and her husband, David, restored a 1906 farm that they now proudly call home—a place deeply rooted in the communities they serve. Kay is especially honored to live in the Scandinavia area, originally settled by her family generations ago. For additional disclosure, see thrivent.com/social #MeetOurTeam #CommunityFocused #FinancialGuidance #Thrivent #HereForYou #LocalRoots #FinancialPlanning

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Kay believes every relationship deserves a personalized strategy—one built around unique goals, timelines, risk tolerance, and budget. Kay and her husband, David, restored a 1906 farm that they now proudly call home—a place deeply rooted in the communities they serve. Kay is especially honored to live in the Scandinavia area, originally settled by her family generations ago. For additional disclosure, see thrivent.com/social #MeetOurTeam #CommunityFocused #FinancialGuidance #Thrivent #HereForYou #LocalRoots #FinancialPlanning

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Whether it’s planning for retirement, protecting loved ones, or leaving a legacy, we’ll create a strategy that aligns with what matters most to you. 📞 Let’s start the conversation: (920) 840-6780 #FaithAndFinance #FinancialConfidence #PurposeDrivenPlanning For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Whether it’s planning for retirement, protecting loved ones, or leaving a legacy, we’ll create a strategy that aligns with what matters most to you. 📞 Let’s start the conversation: (920) 840-6780 #FaithAndFinance #FinancialConfidence #PurposeDrivenPlanning For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Let’s wrap up your 2025 plan before the year does! #YearEndPlanning #MakeItCount For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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Let’s wrap up your 2025 plan before the year does! #YearEndPlanning #MakeItCount For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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These small steps can prevent family conflict and help you receive care aligned with your values. It’s never too early — or too simple — to plan ahead. 🌟 For disclosure information, see thrivent.com/social. #FinancialPlanning #EstateStrategy #LegacyMatters #FinancialConfidence

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These small steps can prevent family conflict and help you receive care aligned with your values. It’s never too early — or too simple — to plan ahead. 🌟 For disclosure information, see thrivent.com/social. #FinancialPlanning #EstateStrategy #LegacyMatters #FinancialConfidence

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Estate planning isn’t about how much you have — it’s about taking care of the people you love. ❤️ For disclosure information, see thrivent.com/social. #EstatePlanning #FinancialWellness #LegacyPlanning #WealthWithPurpose

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Estate planning isn’t about how much you have — it’s about taking care of the people you love. ❤️ For disclosure information, see thrivent.com/social. #EstatePlanning #FinancialWellness #LegacyPlanning #WealthWithPurpose

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As life evolves, it’s essential to regularly assess your finances while you prepare for retirement. For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family

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As life evolves, it’s essential to regularly assess your finances while you prepare for retirement. For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family

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

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

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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