Happy Birthday, Jerred! 🎉
Today we’re celebrating a valued member of our team who helps keep everything running smoothly behind the scenes.
Jerred supports our office operations and is committed to creating positive experiences for every client we serve. His steady presence and dedication play an important role in helping our team deliver excellence each day.
Jerred shares that his favorite part of working at COR is being able to work with a great, caring team while helping amazing clients with their financial needs, wants, and goals.
Outside of the office, Jerred enjoys exercising, playing sports, going on walks, and cooking. And when it comes to birthday food, smash burgers are his favorite! 🍔
Happy Birthday, Jerred—wishing you a fantastic year ahead!
#CORFinancialGroup #TeamSpotlight #HappyBirthday
Happy Birthday, Ashly! 🎉
Today we’re celebrating someone who brings warmth, care, and intentionality to everything she does at COR!
Ashly is deeply committed to enhancing the overall client experience. With a servant-first mindset, she supports both clients and colleagues while helping cultivate a collaborative team environment rooted in both excellence and meaningful relationships.
Ashly shares that her favorite part about working at COR is her colleagues and our clients. She loves working alongside a team that genuinely cares for and serves one another, and she especially enjoys serving clients, hearing their life stories, and building lasting relationships!
Outside of the office, Ashly enjoys exploring the beauty of God’s creation, cherishing time with loved ones, leading worship with friends, and serving at her local church, Kettlebrook. And when it comes to birthday treats, tiramisu is her favorite! 🍰
Happy Birthday, Ashly—wishing you a joyful and blessed year ahead!
#CORFinancialGroup #TeamSpotlight #HappyBirthday
Protect who you love this February! ❤️
Love means more than gifts and gestures—it means putting thoughtful plans in place for the people who matter most. From reviewing beneficiaries to establishing estate plans, we’re here to help guide the financial conversations that protect what you’ve built and the ones you love most.
Protect who you love—let’s plan ahead together!
#CORFinancialGroup #ProtectWhoYouLove #FinancialConverations
See thrivent.com/social for important disclosures.
In honor of Random Acts of Kindness Day, our West Bend and Ann Arbor offices stopped by our local fire departments to share a small treat and a big thank you. 🍩❤️
We are incredibly grateful for the men and women who serve and protect our communities each day. Your dedication, courage, and sacrifice do not go unnoticed — thank you for all that you do! 🚒
#CORFinancialGroup #RandomActsOfKindnessDay #ThankYouFirefighters
Today is Random Act of Kindness Day! ❤️
Take a moment to share some love and spread a little extra kindness in your community — big or small, it all makes a difference.
Let us know in the comments what act of kindness you did today!
#CORFinancialGroup #RandomActOfKindnessDay #SpreadKindness
This Valentine’s Day, we’re celebrating the kind of love that plans ahead and grows stronger over time — because building a secure future for those you love is one of the greatest ways to say, “I love you.” ❤️
#CORFinancialGroup #ValentinesDay #FinancialPlanning #PlanWithPurpose
On February 17th, we’re spreading some love with a Random Act of Kindness—and we’d love your help! ❤️
Who in our community deserves a little extra kindness? Nominate them for a surprise like:
🛒 Groceries for families in need
🍩 Donuts for local first responders
☕ Coffee gift cards for healthcare workers
💐 Flowers and cards for shut-ins
Nominate someone in the comments or send us a message with their story. Let’s make someone’s day a little brighter!
#CORFinancialGroup #RandomActOfKindness #SpreadKindness
Every great win starts with a solid game plan. Following Super Bowl Sunday, we’re breaking down the X’s and O’s of tax efficiency—because smart strategy matters just as much off the field as it does on it! 🏈
Do you have a game plan for tax season? Let’s review your strategy and make sure every play is designed with you in mind!
#CORFinancial #SuperBowlSunday #FinancialStrategy #TaxEfficiency #GamePlanForSuccess
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.
We’ve always believed humanity thrives when people are empowered to create the change that matters most to them. Sharing your money and assets with others is one way you can give from the heart and help support the people and causes dearest to you.
Whether you want to leave a legacy for those you love, support your church or community, or give back to nonprofits you care about, intentional planning can help take the complexity out of giving. When generosity is aligned with your values, it becomes more than a moment — it becomes lasting impact.
These charitable numbers represent hope in action, joy shared, and meaningful support for the causes that matter most. ❤️
Learn more about value-based planning here: https://www.thrivent.com/cor-value-based-planning
#CORFinancial #ValueBasedPlanning #CharitableGiving #GivingWithPurpose
There are two doors to your retirement future—one helps ensure you have enough income, the other may fall short. To begin, ask yourself if you know where your assets are. What is your top risk in retirement? How can you create guaranteed income? Find answers at this informational workshop.
Interested in more information? Register here: https://bit.ly/2DoorsCOR
#Thrivent #2DoorsToRetirement #RetirementPlanning
No products will be sold.
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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Thrivent is feeling the love this February! ❤️
Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value.
Learn more about this recognition here: https://bit.ly/466lt23
#Thrivent #Innovation #Leadership #FinancialStrength #LongTermValue #FortuneMostAdmired
As January comes to a close, take a moment to reflect on your financial goals for 2026!
Big goals are built on small, consistent habits. What’s one financial habit you’re working on this year?
Drop it in the comments—we’d love to cheer you on!
#CORFinancialGroup #JanuaryCheckIn #FinancialGoals #FinancialWellness
Looking for another way to support your financial wellness?
Building an investment portfolio starts with taking time to nail down your goals, your timeline, and how comfortable you are with risk. Getting clarity on these basics helps you make more intentional choices—and can lead to stronger long-term outcomes.
If you’d like help understanding your risk tolerance or building a strategy around it, let’s connect. We’re here to help you take the next step with confidence!
#CORFinancialGroup #FinancialWellness #Thrivent #InvestingBasics
See thrivent.com/social for important disclosures.
Welcome to the team, Paige! 🎉
Today we’re excited to welcome someone who brings joy and a heart for serving others to COR Financial!
Paige has joined our team as a Client Experience Coordinator, and we’re so grateful to have her as part of the COR family! She’s already bringing positive energy and genuine care for others that strengthen our team culture and support our mission.
Outside of the office, Paige loves being the fun aunt, spending time with family and friends, and serving at church. In her free time, you’ll often find her baking, crafting, visiting farmers markets, and checking out local coffee shops.
Welcome to COR, Paige—we’re so glad you’re here and look forward to all the great things ahead!
#CORFinancialGroup #WelcomeToCOR
Welcome to the team, Brady! 🎉
Please join us in welcoming Brady to the COR team—and help us wish him a very happy birthday! We’re so excited to have him as part of the COR family!
Brady is a graduate of the College of the Holy Cross in Worcester, MA, where he majored in Economics and Philosophy, bringing thoughtful insight and enthusiasm to our team. When asked about his favorite part of working at COR, he shared that it’s how everyone is kind, unselfish, and willing to help others in any way they can!
Outside of the office, Brady enjoys sports like golf, football, baseball, basketball, rugby, and pickleball, along with going to sporting events and concerts, listening to podcasts, reading, traveling, and spending time with friends and family. And when it comes to birthday treats, a chocolate lava cake is his favorite! 🍫
Welcome to COR, Brady—we’re so glad you’re here and wish you a very blessed year ahead!
#CORFinancialGroup #WelcometotheTeam #HappyBirthday
Thrivent Magazine recently shared an article on creating a path to lifelong income—featuring Ray and Lorraine Lalli, longtime clients of COR Financial. After Ray retired and market uncertainty increased, the Lallis worked with Thrivent Financial Consultant Andrew Mortenson to add guaranteed income solutions to their plan, giving them greater stability and confidence in retirement.
We’re proud to see our clients’ stories highlighted and to walk alongside them as they build secure financial futures!
👉 Read the full article here: https://www.thrivent.com/insights/annuities/a-path-to-lifelong-income
#CORFinancial #PathtoLifelongIncome #RetirementPlanning #ThriventMagazine
Happy Birthday, Stefani! 🎉
Today we’re celebrating someone who brings heart, hospitality, and positivity to COR Financial!
Stefani plays a key role on our Client Experience Team, serving clients through answering phone calls on the first ring, greeting everyone with warmth and engagement, and supporting team members however needed.
Stefani shares that her favorite part of working at COR is simply being part of a team that genuinely cares for each member!
Outside of the office, Stefani is pursuing her master’s degree in social work with a passion for giving back to fellow veterans. She also enjoys exercising, playing sports, and spending time with her husband and their two dogs. And when it comes to birthday treats, tiramisu is her favorite! 🍰
Happy Birthday, Stefani—wishing you a blessed birthday and year ahead!
#CORFinancialGroup #TeamSpotlight #HappyBirthday
Happy Birthday, David! 🎉
Today we’re celebrating someone who has a long legacy of caring for and guiding the clients and families we serve!
Since 1991, David Granner has served clients as a Wealth Advisor by listening first—then offering strategic and creative counsel. His unique, collaborative approach allows him to care for and guide those he serves with expertise, professionalism, and a genuine heart for people.
David shares that his favorite part of working at COR is getting to work alongside young people who are passionate about caring for others—a reflection of the culture he helps foster every day.
When it comes to birthday treats, David believes you can’t go wrong with chocolate chip cookies and ice cream pie! 🍪🥧
Happy Birthday, David—wishing you a blessed birthday and a year ahead filled with joy, purpose, and continued impact!
#CORFinancialGroup #TeamSpotlight #HappyBirthday
See thrivent.com/social for important disclosure information.
To wrap up your Money Canvas journey, we’re excited to share Session Three, focused on turning insight into action. 💛
In this session, you’ll explore everyday spending habits and learn practical tools to manage money with intention going forward. It’s a practical step toward creating routines that support your goals and help you stay on track throughout the year.
#MoneyCanvas #FinancialClarity #FinancialConfidence #HealthyMoneyHabits
As you continue building momentum, Money Canvas Session Two helps you take the next step toward financial confidence. 💛
In this session, you’ll work with a trained coach to identify opportunities to cut costs and free up money for what matters most, creating more flexibility in your budget and supporting your financial goals.
#MoneyCanvas #FinancialClarity #FinancialConfidence #HealthyMoneyHabits