News and Insights
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.
Meet Mauricio, our newest associate!
Mauricio started his career in financial services in 2014 and has been with Thrivent since 2017. He and his wife, Andelys, have two children, Gael and Luca. In his free time, he enjoys various sports, including soccer, basketball, tennis and biking, art history, museums, traveling abroad and hiking Wisconsin state parks and trails. Mauricio is also on the Oshkosh United coaching staff.
Click below to read more about our entire Team:
connect.thrivent.com/genesis-financial-group/about-us/our-team
Meet Nicole!
Nicole has been with Thrivent since 2018. She graduated from Stockton University with a Bachelor of Arts degree. She also holds master’s degrees from Syracuse University and Monmouth University.
Nicole and her husband, Mike, have one daughter, who is involved in baseball, field hockey, soccer, swimming and lacrosse. In her free time, Nicole enjoys watching the New York Yankees, cooking, reading, traveling, board games, 80s movies, the beach and spending time with family.
Click below to read more about our entire Team:
connect.thrivent.com/genesis-financial-group/about-us/our-team
Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?
Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.
See thrivent.com/social for important disclosures.
Do you have the right strategies in place to minimize taxes in retirement? Together, we can review your current situation and explore options to help reduce your tax burden.
See thrivent.com/social for important disclosures.
Happy Valentine’s Day! Celebrate loved ones in your life—today and every day. ❤️
Sending heartfelt wishes to you and your family for a celebration full of wonder and joy. Merry Christmas! ✨
Happy December! The office is ready for the Holiday Season!
Tomorrow is the day! Please join us at our first ever "Pumpkin-Palooza for the Pantry!" It is going to be a beautiful day. Please help us support the wonderful mission of the Berlin Food Pantry and have some fun while doing it! See below for details.
Please note the following:
• The event is outside.
• Crafts, clown, & photo backdrop will be under the covered deck on the back of the building.
• Portable restrooms are available along the Pistol Creek walking trail just across the street.
• The ice-cream van will be on site from 10am to 11:15am.
ONE more week! Join us at the Pumpkin-Palooza for the Pantry. Enjoy some ice-cream, crafts, face painting, fall photo ops and a goodie bag to go! The event is FREE, we just ask that you consider donating a non-perishable item to the pantry. Help us support the wonderful mission of the Berlin Food Pantry as we head into the Holiday Season. We hope to see you there! Don't forget, you will get a pumpkin, too! More details here https://www.eventbrite.com/e/pumpkin-palooza-for-the-pantry-tickets-718613150277?aff=oddtdtcreatorThe
Two weeks until Pumpkin-Palooza for the Pantry! FREE ice cream, crafts, face painting, balloon art and a goodie bag to go; all to support the wonderful mission of the Berlin Food Pantry! Stop by for some fall fun and drop off a non-perishable item for the pantry. Click on the following link to pre-register https://www.eventbrite.com/e/pumpkin-palooza-for-the-pantry-tickets-718613150277?aff=oddtdtcreatorThe