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Insights

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

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The sooner you begin investing, the more time your investments have to work in your favor. For disclosure information, see thrivent.com/social.

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The sooner you begin investing, the more time your investments have to work in your favor. For disclosure information, see thrivent.com/social.

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At Thrivent, there’s no one-size-fits-all path to success as a financial advisor. Whether you’re drawn to the freedom of building your own practice, the collaboration of working on a team, or the flexibility of serving clients virtually, you’ll do work that matters while building a career that’s truly your own. Each career path offers training, support and the freedom to grow on your terms. ➡️ Explore all paths: thriventcareers.com/4nvkkrJ

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At Thrivent, there’s no one-size-fits-all path to success as a financial advisor. Whether you’re drawn to the freedom of building your own practice, the collaboration of working on a team, or the flexibility of serving clients virtually, you’ll do work that matters while building a career that’s truly your own. Each career path offers training, support and the freedom to grow on your terms. ➡️ Explore all paths: thriventcareers.com/4nvkkrJ

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📍 My office is conveniently located to serve the Baltimore area, and I also offer virtual meetings to make planning even easier. Let’s work together to build a personalized strategy that helps your money work for you—faithfully and efficiently. 📞 Call or stop by to learn more or schedule an appointment. 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. #FaithAndFinance #RetirementPlanning #BaltimoreFinance #FinancialProfessional #CharitableGiving #Thrivent #InvestWithPurpose

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📍 My office is conveniently located to serve the Baltimore area, and I also offer virtual meetings to make planning even easier. Let’s work together to build a personalized strategy that helps your money work for you—faithfully and efficiently. 📞 Call or stop by to learn more or schedule an appointment. 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. #FaithAndFinance #RetirementPlanning #BaltimoreFinance #FinancialProfessional #CharitableGiving #Thrivent #InvestWithPurpose

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Are your investments aligned with your goals? Have you maxed out contributions or used tax-smart strategies available for 2025? Time to connect. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Are your investments aligned with your goals? Have you maxed out contributions or used tax-smart strategies available for 2025? Time to connect. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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A Thrivent Multi-Year Guaranteed Annuity (MYGA) can offer: -Competitive fixed rates -Tax-deferred growth -Guaranteed income options for retirement Keep your money working for you — not sitting idle. Let’s talk about whether a MYGA could be a smarter next step than renewing that CD. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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A Thrivent Multi-Year Guaranteed Annuity (MYGA) can offer: -Competitive fixed rates -Tax-deferred growth -Guaranteed income options for retirement Keep your money working for you — not sitting idle. Let’s talk about whether a MYGA could be a smarter next step than renewing that CD. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community.‎‎‎ https://www.thrivent.com/about-us/membership/thrivent-action-teams See thrivent.com/social for important disclosures.

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It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community.‎‎‎ https://www.thrivent.com/about-us/membership/thrivent-action-teams See thrivent.com/social for important disclosures.

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Help your money last in retirement

A 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.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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Your asset allocation is one of the most important choices you'll make as an investor. Together, let's review it often. For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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Your asset allocation is one of the most important choices you'll make as an investor. Together, let's review it often. For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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Build a future that aligns with your goals at Thrivent. As a financial advisor, you’ll enjoy an inclusive, collaborative workplace where you can build a rewarding career and make an impact on the people and communities that matter to you. You’ll have access to the right tools, unmatched team support and an ecosystem designed to grow with you as your career evolves. Explore the opportunities: thriventcareers.com/3IPgAlD

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Build a future that aligns with your goals at Thrivent. As a financial advisor, you’ll enjoy an inclusive, collaborative workplace where you can build a rewarding career and make an impact on the people and communities that matter to you. You’ll have access to the right tools, unmatched team support and an ecosystem designed to grow with you as your career evolves. Explore the opportunities: thriventcareers.com/3IPgAlD

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💬 Ready to explore your options? Now's the time! #RothConversion #TaxStrategy #FinancialPlanning #IRAConversion For more information visit 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.

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💬 Ready to explore your options? Now's the time! #RothConversion #TaxStrategy #FinancialPlanning #IRAConversion For more information visit 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.

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.

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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