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

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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: (414) 963-8644 #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: (414) 963-8644 #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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We believe that being a financial advisor isn’t just about growing wealth. It’s about helping others create lives filled with purpose and generosity—and creating that life for yourself, too. As a Thrivent financial advisor, you’ll benefit from: 🌟 A supportive, values-driven culture 🌟 Attractive pay and benefits 🌟 Opportunities to advance your career Whether you’re an experienced financial advisor or transitioning into the field, you’ll have the tools, independence and support you need to succeed. Learn more: thriventcareers.com/4qAM53Y

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We believe that being a financial advisor isn’t just about growing wealth. It’s about helping others create lives filled with purpose and generosity—and creating that life for yourself, too. As a Thrivent financial advisor, you’ll benefit from: 🌟 A supportive, values-driven culture 🌟 Attractive pay and benefits 🌟 Opportunities to advance your career Whether you’re an experienced financial advisor or transitioning into the field, you’ll have the tools, independence and support you need to succeed. Learn more: thriventcareers.com/4qAM53Y

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Because protecting your loved ones is one of the most generous things you can do. 💛 #LifeInsurance #FinancialProtection #FaithAndFinances #RetirementPlanning #LiveGenerously 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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Because protecting your loved ones is one of the most generous things you can do. 💛 #LifeInsurance #FinancialProtection #FaithAndFinances #RetirementPlanning #LiveGenerously 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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Sequence of returns risk: What it means for your retirement

The 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.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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💡 Portfolio construction tailored to your risk tolerance 💡 Tax-efficient investing strategies 💡 Retirement income planning & long-term growth 📱(414) 963-8644 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. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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💡 Portfolio construction tailored to your risk tolerance 💡 Tax-efficient investing strategies 💡 Retirement income planning & long-term growth 📱(414) 963-8644 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. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Charitable giving isn't just generous — it can also be strategic. Now is a great time to: ✔️ Donate appreciated assets to avoid capital gains ✔️ Bundle donations for tax efficiency ✔️ Explore donor-advised funds ✔️ Revisit your will, trust, and beneficiary designations 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Charitable giving isn't just generous — it can also be strategic. Now is a great time to: ✔️ Donate appreciated assets to avoid capital gains ✔️ Bundle donations for tax efficiency ✔️ Explore donor-advised funds ✔️ Revisit your will, trust, and beneficiary designations 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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From retirement planning to investments to protecting your family’s future, I’ll walk with you every step of the way. 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. #FaithDrivenFinance #PurposefulPlanning #RetirementWithConfidence #FaithAndFinances #PlanWithPurpose #VirtualMeetingsAvailable

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From retirement planning to investments to protecting your family’s future, I’ll walk with you every step of the way. 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. #FaithDrivenFinance #PurposefulPlanning #RetirementWithConfidence #FaithAndFinances #PlanWithPurpose #VirtualMeetingsAvailable

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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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When you align your money decisions with your values, you create impact that lasts beyond your lifetime. Let’s talk about how to steward your resources wisely and faithfully. 📍Serving the Greater Milwaukee area from Glendale, WI. 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 #ChristianAdvisor #WiseWithMoney #KingdomImpact

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When you align your money decisions with your values, you create impact that lasts beyond your lifetime. Let’s talk about how to steward your resources wisely and faithfully. 📍Serving the Greater Milwaukee area from Glendale, WI. 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 #ChristianAdvisor #WiseWithMoney #KingdomImpact

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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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