Financial planning works best when professionals work together. I collaborate with accountants and estate planning attorneys to help create and implement tax-minimization and estate-preservation strategies—so you can live well today and leave a meaningful legacy for the people and causes that matter most to you.
#LegacyPlanning #EstatePlanning #TaxSmart #ValuesBased #Thrivent #LiveAndLeaveALegacy #PurposeDriven
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.
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
I help individuals and families identify financial opportunities that support their goals and help them retire with confidence. By understanding your needs, goals, and budget, I develop personalized financial solutions that may include investments, insurance, or annuities—designed to support both accumulation and income in retirement.
#RetirementPlanning #FinancialConfidence #PersonalizedPlanning #PlanWithPurpose #FinancialWellbeing
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. For more information, see Annuities (thrivent.com).
Grounded in values that shape us.
#ClientFocused #LongTermPlanning #ValuesDriven #FinancialGuidance #CommunityFirst
See thrivent.com/social for important disclosures
As we embark on a new year, many people are asking themselves big questions about purpose, fulfillment and what they want next in their career.
If you’re feeling that pull, consider exploring a financial advisor career at Thrivent. Whether you want to build your own practice, join a team or grow on our Virtual Advice Team, you’ll find a path that’s both meaningful and rewarding.
Explore our career paths: thriventcareers.com/4pP2CA6
A fresh perspective can reveal:
✅ Missed tax advantages
✅ Overlooked income opportunities
✅ Better alignment between your goals and your money
If you’ve been wondering whether your current strategy is truly working for you, it might be time for a second look.
We help clients uncover new possibilities in their planning—so every decision moves them closer to confidence.
📅 Let’s review your plan and make sure you’re not leaving any opportunities on the table.
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
#FinancialPlanning #RetirementPlanning #FinancialConfidence
Are your financial decisions aligned with your values and life purpose? Let’s work together to create a personalized strategy that reflects your priorities.
📞 Call me at (414) 963-8644 to get started.
#FaithBasedFinance #FinancialPlanningWithPurpose #ThriventAdvisor #CKA #ValuesDriven
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.
For seasoned sales and financial professionals ready for a new chapter, Thrivent offers a place where your experience becomes the foundation for bigger possibilities.
Whether you’re building a team or advancing as a financial advisor, you’ll have the tools and support to grow in a meaningful career.
Take the next step in your career journey: thriventcareers.com/3MaLxlM
No need to strategize alone.
📱(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
What this means for you (and how I can help):
• We should review your prior tax returns and determine whether standard deduction vs itemizing still makes the most sense.
• We should focus on deduction‐planning now—especially for those items that could go away or change.
• You’ll want to consider how future tax rates, law changes, and your income trajectory affect your strategy—because deduction opportunities aren’t static.
• I help you stay ahead of these changes and structure your plan so that you’re not caught off guard when the next change rolls through.
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
#PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues
Estate planning isn’t about how much you have — it’s about taking care of the people you love. ❤️
For disclosure information, see thrivent.com/social.
#EstatePlanning #FinancialWellness #LegacyPlanning #WealthWithPurpose
We know how meaningful work can be when it aligns with your values. At Thrivent, our financial advisors are encouraged to bring their whole selves to their career - including the beliefs that guide them every day.
Explore a rewarding career opportunity: thriventcareers.com/4iCEMVP
Whether you’re preparing for retirement, navigating life changes, or building wealth with purpose, we’ll design a plan that supports what matters most to you. Because when you do more with what you have, your finances become a tool—not a stressor.
For disclosure information, see thrivent.com/social.
#LifeFocusedPlanning #DoMoreWithWhatYouHave #FinancialJoy
Whether you’re paying down debt, saving for your first home or starting to invest for retirement, a financial plan can help you turn today’s paycheck into tomorrow’s possibilities.
👉 Let’s connect and discuss how we can help no matter where you’re starting from. Together, we can create a financial plan for all that you’d like to accomplish.
See thrivent.com/social for important disclosures.
1️⃣ Take your required minimum distributions (RMDs). Missing the Dec. 31 deadline can trigger a 25% penalty.
2️⃣ Watch your modified adjusted gross income (MAGI). Even small increases could raise future Medicare premiums.
3️⃣ Consider a qualified charitable distribution (QCD). It can satisfy your RMD, lower your MAGI and help you support the causes you care about.
A few simple moves today can help you avoid penalties, manage future healthcare costs and protect your retirement income.
Get in touch if you’d like help reviewing your year-end strategy.
See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
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
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.
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
