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Insights

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

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Because building wealth isn’t just about numbers — it’s about mindset. Work with someone who understands both. For disclosure information, see thrivent.com/social #BFA #BehavioralFinance #FinancialConfidence #MindOverMoney #ValuesBasedPlanning #SmartChoices #WealthWithPurpose #MoneyMindset #PlanWithPurpose

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Because building wealth isn’t just about numbers — it’s about mindset. Work with someone who understands both. For disclosure information, see thrivent.com/social #BFA #BehavioralFinance #FinancialConfidence #MindOverMoney #ValuesBasedPlanning #SmartChoices #WealthWithPurpose #MoneyMindset #PlanWithPurpose

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Effective planning begins with an understanding of the various types of income. 📱(805) 375-3258 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

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Effective planning begins with an understanding of the various types of income. 📱(805) 375-3258 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

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Risk tolerance varies from person to person and often changes throughout your life. It’s important to understand your risk tolerance so you can select investments that are most right for you. For more information visit Thrivent.com/social.

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Risk tolerance varies from person to person and often changes throughout your life. It’s important to understand your risk tolerance so you can select investments that are most right for you. For more information visit Thrivent.com/social.

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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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Can you believe these numbers? Total financial impact of over $469,000 along with over 7,500 of volunteer hours contributed by my clients.❤️❤️ #livegenerously For disclosure information, see thrivent.com/social.

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Can you believe these numbers? Total financial impact of over $469,000 along with over 7,500 of volunteer hours contributed by my clients.❤️❤️ #livegenerously For disclosure information, see thrivent.com/social.

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As a Thrivent member, you gain access to numerous benefits that offer compassionate care, support, and stability during life events. https://www.thrivent.com/insights/magazine/spring-2025/the-power-of-membership See thrivent.com/social for important disclosures.

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As a Thrivent member, you gain access to numerous benefits that offer compassionate care, support, and stability during life events. https://www.thrivent.com/insights/magazine/spring-2025/the-power-of-membership See thrivent.com/social for important disclosures.

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Getting started is easy and meeting with me will be your first step. https://bit.ly/4j24i5K 📱(805) 375-3258 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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Getting started is easy and meeting with me will be your first step. https://bit.ly/4j24i5K 📱(805) 375-3258 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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✅ Comprehensive Expertise – CFP®️ professionals are trained in investments, retirement planning, tax strategies, estate planning, and more. ✅ Fiduciary Commitment – They are ethically bound to act in your best interest at all times. ✅ Higher Standards – Earning the CFP®️ designation requires extensive education, rigorous exams, and ongoing learning to stay up-to-date on the latest financial strategies. ✅ Personalized Planning – A CFP®️ professional takes a holistic approach to financial planning, ensuring your plan is tailored to your unique needs and future aspirations. 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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✅ Comprehensive Expertise – CFP®️ professionals are trained in investments, retirement planning, tax strategies, estate planning, and more. ✅ Fiduciary Commitment – They are ethically bound to act in your best interest at all times. ✅ Higher Standards – Earning the CFP®️ designation requires extensive education, rigorous exams, and ongoing learning to stay up-to-date on the latest financial strategies. ✅ Personalized Planning – A CFP®️ professional takes a holistic approach to financial planning, ensuring your plan is tailored to your unique needs and future aspirations. 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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Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

It can be difficult for markets to assess the impact of tariffs because they can be added or removed quickly, and there isn’t always insight into what’s coming...

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Working with an FIC means getting professional advice with a heart for service. Have questions about protecting your future? Let’s chat! 📱 (805) 375-3258 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. #FIC #FinancialPlanning #LivingGenerously #WealthWithPurpose

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Working with an FIC means getting professional advice with a heart for service. Have questions about protecting your future? Let’s chat! 📱 (805) 375-3258 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. #FIC #FinancialPlanning #LivingGenerously #WealthWithPurpose

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.

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.

Designations

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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