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


Here’s why having a CDFA®️-certified financial advisor is a game-changer: ✅ Expertise in Divorce Finances – They understand the long-term impact of settlement options, ensuring fair and sustainable outcomes. ✅ Guidance on Asset Division – Not all assets are equal. A CDFA®️ helps evaluate tax implications, liquidity, and growth potential. ✅ Budgeting for the Future – They create post-divorce financial plans that support a stable and confident transition. ✅ Collaboration with Legal Professionals – A CDFA®️ works alongside attorneys and mediators to provide financial insights that strengthen case strategies. For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Here’s why having a CDFA®️-certified financial advisor is a game-changer: ✅ Expertise in Divorce Finances – They understand the long-term impact of settlement options, ensuring fair and sustainable outcomes. ✅ Guidance on Asset Division – Not all assets are equal. A CDFA®️ helps evaluate tax implications, liquidity, and growth potential. ✅ Budgeting for the Future – They create post-divorce financial plans that support a stable and confident transition. ✅ Collaboration with Legal Professionals – A CDFA®️ works alongside attorneys and mediators to provide financial insights that strengthen case strategies. For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.


Time to review your accounts. 📱(805) 375-3258 https://bit.ly/4gSvHG1 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. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Time to review your accounts. 📱(805) 375-3258 https://bit.ly/4gSvHG1 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. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.


It’s incredible what a passionate team of volunteers can achieve when equipped with the necessary tools and resources. With Thrivent Action Teams, you have the opportunity to create a significant difference in your community. https://bit.ly/3VaPQiF See thrivent.com/social for important disclosures. #finance #wealth #community

It’s incredible what a passionate team of volunteers can achieve when equipped with the necessary tools and resources. With Thrivent Action Teams, you have the opportunity to create a significant difference in your community. https://bit.ly/3VaPQiF See thrivent.com/social for important disclosures. #finance #wealth #community


Retirement might seem far away, but the earlier you start planning, the more confident you will be headed into the future. Here’s why: 1️⃣ Time = Growth ⏳ The power of compound interest means the earlier you start saving, the more your money can grow. Even small contributions now can lead to significant wealth later! 2️⃣ Flexibility & Freedom 🎯 Early planning gives you more choices—whether it’s retiring early, traveling, or pursuing passion projects. You won’t be stuck working longer than you want to. 3️⃣ Confidence 😌 Planning ahead helps you navigate unexpected expenses and ensures you can maintain your desired lifestyle. It’s never too early (or too late) to take control of your retirement! #RetirementPlanning #WealthBuilding #FinancialFreedom 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Retirement might seem far away, but the earlier you start planning, the more confident you will be headed into the future. Here’s why: 1️⃣ Time = Growth ⏳ The power of compound interest means the earlier you start saving, the more your money can grow. Even small contributions now can lead to significant wealth later! 2️⃣ Flexibility & Freedom 🎯 Early planning gives you more choices—whether it’s retiring early, traveling, or pursuing passion projects. You won’t be stuck working longer than you want to. 3️⃣ Confidence 😌 Planning ahead helps you navigate unexpected expenses and ensures you can maintain your desired lifestyle. It’s never too early (or too late) to take control of your retirement! #RetirementPlanning #WealthBuilding #FinancialFreedom 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.


Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic. https://bit.ly/413Xc9K For disclosure information, see thrivent.com/social.

Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic. https://bit.ly/413Xc9K For disclosure information, see thrivent.com/social.


If you need help, I can help you plan proactively with tax efficiency in mind. I will work with you and your tax professional to guide you through informed decisions year-round that can reduce your taxable income, optimize your deductions and credits and make sure you have the documentation you need. For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

If you need help, I can help you plan proactively with tax efficiency in mind. I will work with you and your tax professional to guide you through informed decisions year-round that can reduce your taxable income, optimize your deductions and credits and make sure you have the documentation you need. For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.


Let's work together to optimize your retirement strategy. 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Let's work together to optimize your retirement strategy. 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.


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.


A roadmap to help you confidently achieve your financial goals, tailored to your unique path. 📱(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.

A roadmap to help you confidently achieve your financial goals, tailored to your unique path. 📱(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.


How does the Social Security Fairness Act affect you? Any retiree who has faced benefit reductions is encouraged to reach out to our office for a plan review. With individuals receiving raises, it's important to intentionally allocate this new income. 📱(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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

How does the Social Security Fairness Act affect you? Any retiree who has faced benefit reductions is encouraged to reach out to our office for a plan review. With individuals receiving raises, it's important to intentionally allocate this new income. 📱(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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.