Grounded in values that shape us.
#ClientFocused #LongTermPlanning #ValuesDriven #FinancialGuidance #CommunityFirst
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Conference learning + community giving = a pretty great combo.
Loved attending the Business Development Conference with Michael Schuller and Wayne Holle and taking part in the Generosity Event supporting Habitat for Humanity, City Takers, and Be the Change.❤️
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#BDC #GenerosityEvent #DoGood #HabitatForHumanity #CityTakers #BeTheChange #CommunityFirst #Grateful #ProfessionalGrowth #MakeAnImpact
Ready to make a difference? At Thrivent, you'll build a financial advisor career you can put your whole heart into—whether you grow your own practice or join a team. Learn more about this lucrative career opportunity 👉 thriventcareers.com/3NTRYdE
View your tax forms along with other documents online! 💻
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Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice.
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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.
A will is an important piece—but it’s only one part of a complete estate plan. We help coordinate beneficiary designations, retirement accounts, insurance, and long-term goals alongside your legal documents.
The result? A more organized plan that helps protect your family, your assets, and your wishes.
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#MythVsFact #EstatePlanningMatters #FinancialPlanning #AdvisorGuidance #ProtectYourLegacy #FuturePlanning
Preparation is key. Let's connect!
(410) 256-6411
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#community #finances
As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇
Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.
This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt
Let’s review your strategy together and make sure your investments support your next chapter.
Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs.
Every situation is unique, which is why working with me can help determine if a Roth conversion aligns with your goals—both for retirement and beyond.
#RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.
#FinancialConfidence #SmartRetirement #WealthManagement #FinancialPlanning
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Grow your career at Thrivent, where purpose is built into the work.
As a financial advisor, you’ll help your clients pursue their goals, protect what matters most and create meaningful change in their lives.
Learn more 👉 thriventcareers.com/4aNWxzQ
Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?
Your future self celebrates every time you:
✔️ ask questions
✔️ make a plan
✔️ take one small step forward
That’s how confidence is built—one decision at a time.
If financial clarity is on your wish list, you’re already closer than you think. 💫
#FutureYou #EmpoweredChoices #FinancialClarity #ConfidenceCounts
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Charitable giving is about more than generosity—it’s about purpose.
Whether your goal is to make an immediate impact or build a lasting legacy, charitable giving can be a meaningful part of a well-rounded financial plan.
#CharitableGiving #PurposeDriven #LegacyPlanning #FinancialWellbeing #GivingBack #WealthWithPurpose
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
Choice Dollars may be directed through multiple channels:
• Online by visiting Thrivent.com/thriventchoice. Click on “log in” at the top right of your screen and enter your MyThrivent user ID and password.
• Call 800-847-4836 and when prompted, say “Thrivent Choice.”
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At Thrivent, we know there’s no one-size-fits-all path to success as a financial advisor.
Whether you want to grow your own practice, contribute within a team or launch your career as a Virtual Advisor, there’s a place and a path for you here.
Start your journey ➡️ thriventcareers.com/44X6aZ7
No need to strategize alone.
📱(410) 256-6411
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
When I’m not serving my members, you’ll often find me enjoying the outdoors—camping, traveling, or visiting art museums and shows with my daughter, Sara. I’ve been married to my husband, George, for 36 years and have been a member of St. Paul’s Evangelical Lutheran Church in Lutherville, MD for over 20 years.
Faith, family, and community are at the heart of everything I do.
For disclosure information, see thrivent.com/social.
#FaithFamilyCommunity #LifeBeyondWork #GratefulHeart #CommunityMatters #WorkWithPurpose #LiveWell
An annuity is a contract with an insurance company that can help your savings grow tax-deferred and later provide income during retirement.
Depending on your goals, annuities can offer:
• Fixed or market-linked growth options
• Flexible payout timing
• Income designed to supplement Social Security and other savings
They’re not a one-size-fits-all solution — but when used thoughtfully, annuities can play an important role in a broader retirement income plan.
Education is the first step toward confident planning.
#FinancialEducation #RetirementIncome #AnnuitiesExplained #SmartPlanning
For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
