One of the best parts of what I do is getting the opportunity to step outside of the office and connect with people in our community. Last week, I had the pleasure of attending the Central Florida YMCA Health Fair. It was a great afternoon meeting new people, having conversations, and getting to know some of the other organizations and individuals who are doing great things in Central Florida.
I always appreciate events like this because they’re a chance to connect with people on a more personal level. Whether it’s answering questions, sharing resources, or simply getting to know someone new, I enjoy being able to be a part of those conversations.
A big thank you to the Central Florida YMCA for putting together such a great event and for inviting us to be a part of it. I’m grateful for the opportunity to get involved and give back to the community we’re fortunate to serve. Looking forward to the next one!
#CentralFlorida #Community #FinancialPlanning #FinancialEducation #YMCA
I had a great time recently attending an event with Thrivent where we had the opportunity to meet with people and talk through Thrivent’s latest market and economic update.
One of my favorite parts of events like this is simply getting to sit down with people, have real conversations, and hear what’s on their minds when it comes to the market and their goals.
There’s always a lot of uncertainty when it comes to things like this, so I really enjoyed being able to share some insight and, more importantly, have conversations that can help people feel a little more confident about where they’re headed.
I’m grateful for the opportunity to meet new people, build relationships, and continue learning along the way. Looking forward to more events like this!
#Thrivent #FinancialAdvising #FinancialPlanning #Investing #Orlando #DaytonaBeach
Recently I had the opportunity to volunteer at the Backpack to Balance community event in Orlando. It was inspiring to see so many organizations come together to support local students and families as they prepare for the new school year.
I'm grateful to have spent time alongside dedicated volunteers and community partners working toward a shared goal of helping families start the school year with the resources they need.
Thank you to Hungry Lives Matter, Our Lessons Learned, Inc., Brown Sugar Clinicians, and everyone who helped make the event possible. Community partnerships like these can make a meaningful difference.
#Community #GivingBack #Orlando #CommunitySupport #Thrivent
Grateful for the opportunity to celebrate and connect with the amazing faculty and staff at Lockhart Elementary during Teacher Appreciation Week.
It’s always special to be able to serve those who give so much of themselves every single day. This is a great reminder of just how impactful and dedicated our educators truly are.
Thank you to Principal Erin Willis and Assistant Principal Elvon Nelson for the warm welcome and for all you do to serve your school community.
Looking forward to continuing to support and connect with more schools in our community.
#TeacherAppreciation #CommunityImpact #Gratitude #EducationMatters #Thrivent #OrlandoCommunity
What is portfolio rebalancing? Tips to maintain your target investment mixIs now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇
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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.
Thrivent’s Head of Equity Investments, Jim Tinucci, shares what he’s watching most closely as we head into 2026, given market volatility and mixed economic signals: https://bit.ly/3LM213M
