Wealth Advisor
.- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certified Kingdom Advisor®
- Series 7 - General Securities Representative
- Alabama
- Connecticut
- Florida
- Georgia
- Kentucky
- Louisiana
- Maryland
- Michigan
- Mississippi
- North Carolina
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Washington DC
Insights
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you. ⬇️
Donating life insurance to charity: What you need to knowYou can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you. ⬇️
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Shelly Halverson: A Lifetime Gift | Greensboro, NCOct 22, 2026, 10:00 PM UTC
Creator and Facilitator of A Lifetime Gift™️ Shelly Halverson will be sharing insights about how to prepare for what-if situations and the end of your life. Her personal experiences, research and training to be a Certified Celebrant have prepared her to explain how and why it’s valuable to be open with those you love. She will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. All the things you know about your world, but who else knows this information if you need assistance? It's a gift for you and your loved ones in the event of a major health change or at end of life. Join us for this free watch event at the Green Valley Grill. Reserve your spot today and invite a guest!No products will be sold. Shelly Halverson is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.Green Valley Grill, 622 Green Valley Rd, Greensboro, NC 27408
Thrivent Presents: The Washington Update Featuring Jeff BushOct 27, 2026, 5:00 PM UTC
Interested in knowing how what’s happening in Washington affects your bottom line? During “The Washington Update,” get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation’s capital and its impact on your taxes, investments and retirement planning. This exclusive online workshop will be offered live at two different times. Simply choose the session that works best for you! Register now to reserve your spot!No products will be sold.Jeff Bush is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Jeff Bush are their own and not necessarily those of Thrivent or its affiliates.Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.Exclusive Live Webinar | 1 PM or 7:30 PM
Office location
Lawrenceville Location
292 S. Culver St
Lawrenceville, GA 30046
Phone770-982-0420Fax770-982-0422HoursLawrenceville, GA 30046
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations