Money is more than numbers. It’s the life you’re building.
Every small step you take today adds up to something meaningful tomorrow. Whether you’re saving, paying down debt, investing, or simply learning more—you’re moving forward, and that matters.
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#ProgressNotPerfection #FinancialConfidence #MoneyWithPurpose #FinancialWellbeing
Preparation is key. Let's connect!
(414) 963-8644
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#community #finances
Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money.
🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.
Compound interest isn’t magic—it’s time doing the heavy lifting. The sooner you start, the more it can work for you. 💡📈
#MythVsFact #CompoundInterest #FinancialBasics #SmartMoney
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At Thrivent, we know there’s no one-size-fits-all path to success as a financial advisor.
Whether you want to grow your own practice, contribute within a team or launch your career as a Virtual Advisor, there’s a place and a path for you here.
Start your journey ➡️ thriventcareers.com/44X6aZ7
When you’re raising a young family, it can feel like you’re constantly juggling competing priorities: housing costs, daycare, groceries and everything in between. And all too often, future goals get put on the back burner.
🎯 Here’s a helpful tip: A few simple, tax-friendly moves can help your money stretch a little further today and make a meaningful difference tomorrow.
Get in touch if you’d like to talk through how to incorporate these into your overall financial plan.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Giving back is an important part of who I am. Through A-Lego, Milwaukee Rescue Mission, World Vision, Heartlove Place, and Thrivent Action Teams, I’m grateful for opportunities to support and serve our community while helping others move toward financial clarity and confidence.
#CommunityImpact #GivingBack #ThriventActionTeams #ServeWithPurpose #CommunityMatters #ValuesInAction
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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
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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
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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. ❤️
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#EstatePlanning #FinancialWellness #LegacyPlanning #WealthWithPurpose
