Insights
A great night of STEM, service, and community at Calvary Day School! 💜🔬
Thanks to the help of Calvary families, we built 15 water filters and 6 solar lights through Thrivent’s Cause Kit program.
I loved getting to be part of the evening and seeing so many students and families get involved. Thanks, Calvary, for having us! 💧☀️
#LiveGenerously #Thrivent #CalvaryDaySchool #STEMNight
When the invitation says Renaissance-themed, you have to commit! ⚔️🏰
I had a great time with our team at the Savannah Children’s Theatre Gala this weekend. It was a fun evening, but even better was having the opportunity to support an organization making a difference through the arts here in Savannah.
Great people, a great cause, and definitely not our typical work attire
A great way to start the day! ☀️ Our team got together for brunch at Collins Quarter this morning and enjoyed some time catching up outside of the office.
Always thankful for opportunities like this to spend time together and enjoy some of the great spots Savannah has to offer!
#SavannahGA #CollinsQuarter #TeamBrunch #TeamTime
A great week in Minneapolis! ✈️
Savannah and I had the opportunity to spend some time at Thrivent Headquarters this week for a conference focused on learning, connecting, and bringing new ideas back home to the people we serve.
One of the highlights of our time there was participating in a hands-on service activity. It was a great reminder that generosity isn’t just something we talk about. It’s something we can put into action in simple, meaningful ways. ❤️
Grateful for the opportunity to keep learning, growing, and connecting with others across Thrivent. We’re looking forward to bringing what we learned back to Savannah!
#Thrivent #LiveGenerously #Minneapolis #SavannahGA
A great week in Minneapolis! ✈️
Savannah and I had the opportunity to spend some time at Thrivent Headquarters this week for a conference focused on learning, connecting, and bringing new ideas back home to the people we serve.
One of the highlights of our time there was participating in a hands-on service activity. It was a great reminder that generosity isn’t just something we talk about. It’s something we can put into action in simple, meaningful ways. ❤️
Grateful for the opportunity to keep learning, growing, and connecting with others across Thrivent. We’re looking forward to bringing what we learned back to Savannah!
#Thrivent #LiveGenerously #Minneapolis #SavannahGA
The Thrivent Fall Impact Meeting was a great reminder that the best ideas come from collaboration. I enjoyed connecting with fellow professionals, sharing perspectives, and exploring ways to better serve the individuals and families who trust us with their financial futures.
Looking forward to putting these insights into action.
#Thrivent #Leadership #ProfessionalDevelopment #Atlanta
Always learning so we can better serve our clients!
While attending a conference in Tennessee, Vann and I had the opportunity to stop by Ramsey Headquarters. We enjoyed connecting with Ramsey Personalities George Kamel and Jade Warshaw and learning more about the impact Ramsey Solutions continues to make in helping people take control of their finances.
Grateful for opportunities to grow, learn, and bring new ideas back to the families we serve.
#FinancialPlanning #LifelongLearning #Thrivent
Disclosure: I am a SmartVestor Pro with Ramsey Solutions. Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.
The People We Love Are Worth Protecting
September is Life Insurance Awareness Month, and it's a reminder of why financial protection matters.
For many of us, the motivation behind every financial decision isn't found in an account statement. It's found around the dinner table, at family gatherings, and in the moments we share with the people who matter most.
Life insurance can help provide financial security for the people you care about most if the unexpected happens. It's about helping protect your family's future, preserving the goals you've worked hard to build, and creating confidence that loved ones will be cared for no matter what tomorrow brings.
As your life changes through marriage, children, new careers, business ownership, or retirement planning, it's important to make sure your protection strategy keeps pace with those changes.
This month, take a moment to ask yourself: If something happened to me tomorrow, would the people I love be protected?
If you're not sure, let's have a conversation.
❤️ Protect what matters most.
#LifeInsuranceAwarenessMonth #ProtectWhatMattersMost #FamilyFirst #FinancialPlanning #LifeInsurance #Thrivent #FinancialConfidence #LegacyPlanning #FamilyProtection
Disclosure:
Insurance products issued or offered by Thrivent. Not available in all states. Licensed insurance agents/producers are financial advisors. For additional licensing and disclosure information, visit Thrivent Disclosures.
This is a solicitation for insurance. Guarantees are based on the financial strength and claims-paying ability of the issuing insurance company.
My Mother Taught Me More About Money Than Any Class Ever Could
Growing up in Ellabell, just outside of Savannah, financial literacy wasn't something that was taught in school.
Instead, I learned about money by watching my mother.
After my father passed away, she raised my sister and me on a cashier's salary and Social Security survivor benefits. Looking back, I realize she taught me lessons that went far beyond dollars and cents. I learned the value of hard work, sacrifice, resilience, and making the most of what you have.
Years later, I attended Armstrong State College, where I met my wife, Micah. Over the last 30 years, we've raised seven children together. Along the way, we've experienced many of the same financial challenges and opportunities that families face every day: travel sports, saving for college, helping children become independent adults, celebrating weddings, and working toward our own retirement goals.
Before becoming a financial advisor, I spent more than 20 years as a chemist and later earned a master's degree in education. Today, I have the privilege of combining those experiences by helping people understand financial concepts and make informed decisions about their future.
As I've watched my children begin their own lives, I've become increasingly aware of the financial pressures facing young adults and growing families. Rising housing costs, childcare expenses, and concerns about student debt can make it difficult to know where to start.
That's one reason I enjoy working with young professionals and families. I believe everyone deserves access to practical financial education and someone who can help them organize competing priorities into a plan that fits their life and values.
What is one financial lesson you wish someone had taught you sooner?
How a term-to-permanent life insurance contract conversion worksLife changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.
Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/4i6KNd7
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup.
Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing.
👉 If you’d like personalized guidance, let’s connect.
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.
As the year wraps up, it’s the perfect moment to check in on your finances. These 3 simple steps can help set you up for success in the year ahead:
✅ Review your budget and spending. Make sure your money is working toward your goals.
✅ Assess your debt. Track your progress and explore ways to pay it down faster.
✅ Evaluate your savings. Strengthen your emergency fund, boost retirement contributions and refresh your funding strategies for the coming year.
Not sure where to start? Together, let’s plan how you can start the year on solid footing.
See thrivent.com/social for important disclosures.
The choices you make during open enrollment can have a big impact on your financial goals for 2026 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
The choices you make during open enrollment can have a big impact on your financial goals for 2026 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️
8 ways to get serious about paying off student loan debtIs paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️
Pros & cons of paying off your mortgage before you retireIf you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire?
While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.