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


We took a very special group of clients to Weston, MO this past Friday as part of a Thrivent Communities event. On the way down, they learned all about our lesser known Thrivent member benefits (like our newest program Empathy) and completed a service project to help others that are a part of this very special group. We have been wanting to do this for a very long time, and these smiles on our faces are the result of seeing it all come together. Even despite the lack of A/C on the bus on the way back, we cannot wait to do it again! For additional disclosures, see Thrivent.com/social

We took a very special group of clients to Weston, MO this past Friday as part of a Thrivent Communities event. On the way down, they learned all about our lesser known Thrivent member benefits (like our newest program Empathy) and completed a service project to help others that are a part of this very special group. We have been wanting to do this for a very long time, and these smiles on our faces are the result of seeing it all come together. Even despite the lack of A/C on the bus on the way back, we cannot wait to do it again! For additional disclosures, see Thrivent.com/social


It's never a good day for the client when they text you, "need $5,000--hit a deer and need new tires." Ughh what a way to start a weekend! But that's what we're here for. When we say we're happy to help you with all of your finances, we mean it--emergency funds are a key part of any financial picture. Mattis has offered to chase down the deer! See thrivent.com/social for important disclosures

It's never a good day for the client when they text you, "need $5,000--hit a deer and need new tires." Ughh what a way to start a weekend! But that's what we're here for. When we say we're happy to help you with all of your finances, we mean it--emergency funds are a key part of any financial picture. Mattis has offered to chase down the deer! See thrivent.com/social for important disclosures


When all of your flights are delayed coming back from conference (hot date and yummy dessert for envy 😉), you catch up on #theefficientadvisor podcasts with Bloomberg on in the background when you’re lucky enough to get an upgrade. #nothomeyet #LibbyGreiwe #efficientadvisor #Thrivent

When all of your flights are delayed coming back from conference (hot date and yummy dessert for envy 😉), you catch up on #theefficientadvisor podcasts with Bloomberg on in the background when you’re lucky enough to get an upgrade. #nothomeyet #LibbyGreiwe #efficientadvisor #Thrivent


We took the whole family along to pick up Jackson from camp near Kansas City this past weekend. We are always happy to see that whenever we pick up our kids from an overnight camp their self sufficiency seems to have increased. As parents, we place a high value on getting our kids to the point where they can be self sufficient. As #autismparents, we try to remember that our timeline will likely look a bit different than everyone else’s. When it comes to finances, sometimes it’s hard to pick out goals. What is always clear, however, is values. If we know what you truly value, we can design a plan around that. It makes the plan that much more tailored to you and one that you’ll follow! See thrivent.com/social for important disclosures.

We took the whole family along to pick up Jackson from camp near Kansas City this past weekend. We are always happy to see that whenever we pick up our kids from an overnight camp their self sufficiency seems to have increased. As parents, we place a high value on getting our kids to the point where they can be self sufficient. As #autismparents, we try to remember that our timeline will likely look a bit different than everyone else’s. When it comes to finances, sometimes it’s hard to pick out goals. What is always clear, however, is values. If we know what you truly value, we can design a plan around that. It makes the plan that much more tailored to you and one that you’ll follow! See thrivent.com/social for important disclosures.


A very happy Father’s Day to my husband who is a wonderful dad to these two and brings down the crazy when I start getting a little too much for the household!

A very happy Father’s Day to my husband who is a wonderful dad to these two and brings down the crazy when I start getting a little too much for the household!


Think any of my clients will mind if I wear my “ears” in meetings for the next week, as I go through Disney Cruise withdrawal 😜 Fun fact, our family much prefers Disney Cruises to World or Land because 1) we can show our boys more of the world and 2) being an #autism family means we need places to escape to quickly that are quiet and calm. A cruise gives us just that. Your dreams may or may not include the Mouse, but whatever they are, we want to help get you there. My biggest advice for my clients: don’t let other people’s dreams become your own. If you never want to do Disney, then don’t. If you hate beaches and love mountains, than let’s work towards that!

Think any of my clients will mind if I wear my “ears” in meetings for the next week, as I go through Disney Cruise withdrawal 😜 Fun fact, our family much prefers Disney Cruises to World or Land because 1) we can show our boys more of the world and 2) being an #autism family means we need places to escape to quickly that are quiet and calm. A cruise gives us just that. Your dreams may or may not include the Mouse, but whatever they are, we want to help get you there. My biggest advice for my clients: don’t let other people’s dreams become your own. If you never want to do Disney, then don’t. If you hate beaches and love mountains, than let’s work towards that!


Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO


It takes a village to raise a child, and it takes some incredibly strong women along the way to show you how. Happy Mother’s Day to my mom, and all the wonderful women who make me a better mom. Some of the most precious are captured here, and I bet not one loves the picture I chose 😉 Happy Mother’s Day!

It takes a village to raise a child, and it takes some incredibly strong women along the way to show you how. Happy Mother’s Day to my mom, and all the wonderful women who make me a better mom. Some of the most precious are captured here, and I bet not one loves the picture I chose 😉 Happy Mother’s Day!