Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image Read Post
Image

If you’re part of the sandwich generation, you may feel like you’re being pulled in multiple directions at once. Relieve the pressure with a financial plan that helps you: ✅ Prioritize what matters most ✅ Ease the stress of competing demands ✅ Not lose track of your goals Let’s connect to create a financial plan that supports you—and those who depend on you. See thrivent.com/social for important disclosures

Image

If you’re part of the sandwich generation, you may feel like you’re being pulled in multiple directions at once. Relieve the pressure with a financial plan that helps you: ✅ Prioritize what matters most ✅ Ease the stress of competing demands ✅ Not lose track of your goals Let’s connect to create a financial plan that supports you—and those who depend on you. See thrivent.com/social for important disclosures

Image Read Post
Image

Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

Image

Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

Image Read Post
Image

Ready for a new chapter in your career? If you’ve been successful connecting with people, earning trust and delivering results, you may be a great fit for our team. As a Thrivent financial advisor, you’ll have the opportunity to: ✔️ Help clients gain financial clarity and confidence ✔️ Grow with rewarding pay and ongoing support ✔️ Shape a career where your skills create lasting impact Learn more about our financial advisor paths: thriventcareers.com/4oDKg4q

Image

Ready for a new chapter in your career? If you’ve been successful connecting with people, earning trust and delivering results, you may be a great fit for our team. As a Thrivent financial advisor, you’ll have the opportunity to: ✔️ Help clients gain financial clarity and confidence ✔️ Grow with rewarding pay and ongoing support ✔️ Shape a career where your skills create lasting impact Learn more about our financial advisor paths: thriventcareers.com/4oDKg4q

Image Read Post
Image

When it comes to your financial future, waiting too long to act can have real consequences. From enrolling in your 401(k) to reviewing your investment mix, every choice—or lack of one—shapes your long-term outcomes. Your future self will thank you for making intentional decisions today. 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. #FinancialPlanning #RetirementReady #WealthManagement #FinancialWellness #DecisionMaking

Image

When it comes to your financial future, waiting too long to act can have real consequences. From enrolling in your 401(k) to reviewing your investment mix, every choice—or lack of one—shapes your long-term outcomes. Your future self will thank you for making intentional decisions today. 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. #FinancialPlanning #RetirementReady #WealthManagement #FinancialWellness #DecisionMaking

Image VIEW MORE +
Image

Top 7 charitable giving strategies: Maximizing tax benefits and impact

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Looking to make a meaningful impact with your charitable giving while maximizing tax benefits? This guide explores different charitable giving strategies and...

Image Read Post
Image

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

Image

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

Image Read Post
Image

Together, we’ll create a plan that supports your dreams and protects what matters most. 💬 Call me at (414) 963-8644 to schedule a conversation. #InclusiveFinancialPlanning #FaithBasedAdvisor #FinancialWellness For disclosure information, see thrivent.com/social.

Image

Together, we’ll create a plan that supports your dreams and protects what matters most. 💬 Call me at (414) 963-8644 to schedule a conversation. #InclusiveFinancialPlanning #FaithBasedAdvisor #FinancialWellness For disclosure information, see thrivent.com/social.

Image Read Post
Image

Through thoughtful planning and intentional decisions, you can use your financial resources to care for yourself, your loved ones, and the causes close to your heart. I’m here to help you make wise money choices so you can live out your faith and purpose with confidence. ✨ Let’s begin your journey today — (414) 963-8644 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.

Image

Through thoughtful planning and intentional decisions, you can use your financial resources to care for yourself, your loved ones, and the causes close to your heart. I’m here to help you make wise money choices so you can live out your faith and purpose with confidence. ✨ Let’s begin your journey today — (414) 963-8644 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.

Image Read Post
Image

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.

Image

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.

Image Read Post
Image

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

Image

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

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.

Thrivent logo

Copyright: © 2025 Thrivent. All rights reserved.