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This holiday season, give yourself the gift that keeps on giving: financial confidence. Whether it's planning for retirement, saving for a big purchase, or just making sure you're covered for the unexpected, a solid financial plan can help you feel secure and confident. Reach out to learn how I can help you prepare for a prosperous 2025! #HolidaySeason #FinancialWellness For disclosure information, see thrivent.com/social

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This holiday season, give yourself the gift that keeps on giving: financial confidence. Whether it's planning for retirement, saving for a big purchase, or just making sure you're covered for the unexpected, a solid financial plan can help you feel secure and confident. Reach out to learn how I can help you prepare for a prosperous 2025! #HolidaySeason #FinancialWellness For disclosure information, see thrivent.com/social

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🎉 Big congratulations to my amazing client on ringing the retirement bell! 🔔 After years of hard work, dedication, and planning, it’s time to step into the next exciting chapter of life. I’m so honored to have been part of your journey. Here’s to all the adventures, relaxation, and joy that await! 🌟 #RetirementCelebration #FinancialFreedom #NextChapter #ProudMoment For more information visit Thrivent.com/social.

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🎉 Big congratulations to my amazing client on ringing the retirement bell! 🔔 After years of hard work, dedication, and planning, it’s time to step into the next exciting chapter of life. I’m so honored to have been part of your journey. Here’s to all the adventures, relaxation, and joy that await! 🌟 #RetirementCelebration #FinancialFreedom #NextChapter #ProudMoment For more information visit Thrivent.com/social.

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Life changes—so should your paperwork. Take a moment to update beneficiaries on your financial accounts. It’s a simple step with a significant impact. 📝 For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #wealth #community

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Life changes—so should your paperwork. Take a moment to update beneficiaries on your financial accounts. It’s a simple step with a significant impact. 📝 For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #wealth #community

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Start planning for retirement, today! For disclosure information, see thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration

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Start planning for retirement, today! For disclosure information, see thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration

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Giving money💲 to important causes is in keeping with the spirit of the holidays, and doing so before year-end can give you an extra write-off at tax time. 📱 (608) 385-0876 See thrivent.com/social for important disclosures. 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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Giving money💲 to important causes is in keeping with the spirit of the holidays, and doing so before year-end can give you an extra write-off at tax time. 📱 (608) 385-0876 See thrivent.com/social for important disclosures. 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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Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during the holidays. To help remain on track, we can walk through a variety of time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during the holidays. To help remain on track, we can walk through a variety of time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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I take a comprehensive approach to manage insurance, investments, tax efficiency, succession planning, and estate planning. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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I take a comprehensive approach to manage insurance, investments, tax efficiency, succession planning, and estate planning. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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Consistently meet with me to review your plan. 📱(608) 385-0876 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Consistently meet with me to review your plan. 📱(608) 385-0876 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy. #TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy. #TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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This Thanksgiving, I’m reflecting on the many blessings in my life—and I’m grateful to count you among them. 🦃🍁 Wishing you and your loved ones a day filled with gratitude, joy, and cherished memories. Happy Thanksgiving!

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This Thanksgiving, I’m reflecting on the many blessings in my life—and I’m grateful to count you among them. 🦃🍁 Wishing you and your loved ones a day filled with gratitude, joy, and cherished memories. Happy Thanksgiving!

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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