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


Spring is a chance to refocus on what’s really important to you. In this season of new beginnings, how can you limit distractions and seek true renewal?

Spring is a chance to refocus on what’s really important to you. In this season of new beginnings, how can you limit distractions and seek true renewal?


It's not too late to sign up for this Saturday's event, Rock climbing and Retirement. We will spend the afternoon rock climbing at the Life Time in Allen, TX accompanied by complimentary snacks and a short financial presentation. Please sign up below to reserve your spot. Can't wait to see you then! https://www.signupgenius.com/go/10C084EA5A82FAAFCC61-54862736-wealth No products will be sold.

It's not too late to sign up for this Saturday's event, Rock climbing and Retirement. We will spend the afternoon rock climbing at the Life Time in Allen, TX accompanied by complimentary snacks and a short financial presentation. Please sign up below to reserve your spot. Can't wait to see you then! https://www.signupgenius.com/go/10C084EA5A82FAAFCC61-54862736-wealth No products will be sold.


It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started: 1️⃣ What are you investing for? 2️⃣ What is your time horizon? 3️⃣ What is your risk tolerance? If you’re looking for a professional to help you with your investing strategy, let’s talk. See thrivent.com/social for important disclosures.

It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started: 1️⃣ What are you investing for? 2️⃣ What is your time horizon? 3️⃣ What is your risk tolerance? If you’re looking for a professional to help you with your investing strategy, let’s talk. See thrivent.com/social for important disclosures.


Join me this Saturday for Rock climbing and Retirement. We will spend the afternoon rock climbing at the Life Time in Allen, TX accompanied by complimentary snacks and a short financial presentation. Please sign up below to reserve your spot. Can't wait to see you then! https://www.signupgenius.com/go/10C084EA5A82FAAFCC61-54862736-wealth

Join me this Saturday for Rock climbing and Retirement. We will spend the afternoon rock climbing at the Life Time in Allen, TX accompanied by complimentary snacks and a short financial presentation. Please sign up below to reserve your spot. Can't wait to see you then! https://www.signupgenius.com/go/10C084EA5A82FAAFCC61-54862736-wealth


Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.


Understanding your partner's financial values and priorities will help build a strong foundation for retirement. Here's a resource with questions to help start the conversation: https://bit.ly/3DJmm5z

Understanding your partner's financial values and priorities will help build a strong foundation for retirement. Here's a resource with questions to help start the conversation: https://bit.ly/3DJmm5z


Planning for retirement can be overwhelming, but you don't have to do it on your own. Working with a Thrivent financial advisor can help you feel more confident about planning for the future. Let's work together on creating a retirement plan that is right for you.

Planning for retirement can be overwhelming, but you don't have to do it on your own. Working with a Thrivent financial advisor can help you feel more confident about planning for the future. Let's work together on creating a retirement plan that is right for you.


Did you know that January is Financial Wellness Month? 📅 It’s the perfect time to build a healthy relationship with money—take control of your cash flow, budgeting, and more with confidence.

Did you know that January is Financial Wellness Month? 📅 It’s the perfect time to build a healthy relationship with money—take control of your cash flow, budgeting, and more with confidence.