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

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Because real advice starts with real conversations. 🔗 Book your intro call today—it’s the first step toward a plan you can believe in. #GuidedByValues #FaithDrivenFinance #FinancialAdvisor 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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Because real advice starts with real conversations. 🔗 Book your intro call today—it’s the first step toward a plan you can believe in. #GuidedByValues #FaithDrivenFinance #FinancialAdvisor 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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➡️ Preparation gives you freedom later. The earlier you plan, the more choices you’ll have when it matters most. #RetirementPlanning #FinancialFreedom #PlanAhead #FutureReady For additional disclosure, 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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➡️ Preparation gives you freedom later. The earlier you plan, the more choices you’ll have when it matters most. #RetirementPlanning #FinancialFreedom #PlanAhead #FutureReady For additional disclosure, 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 can help you navigate the twists and turns so you can stay focused on the summit. #FinancialAdvisor #MoneyManagement #SmartChoices #GuidedPlanning 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 can help you navigate the twists and turns so you can stay focused on the summit. #FinancialAdvisor #MoneyManagement #SmartChoices #GuidedPlanning 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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Talking about money can be intimidating, but it's one of the most important conversations you can have with your partner. Whether you're newlyweds or have been together for decades, every stage of a relationship presents new opportunities and challenges. For disclosure information, see thrivent.com/social. #MoneyTalks #FinancialGoals #RelationshipGoals

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Talking about money can be intimidating, but it's one of the most important conversations you can have with your partner. Whether you're newlyweds or have been together for decades, every stage of a relationship presents new opportunities and challenges. For disclosure information, see thrivent.com/social. #MoneyTalks #FinancialGoals #RelationshipGoals

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✅ Up to $1,000 single / $2,000 joint ✅ Must give cash to qualified charities A win for generosity—and for those who give without itemizing. #CharitableGiving #FaithAndFinance #OBBBA For disclosure information, see thrivent.com/social. 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.

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✅ Up to $1,000 single / $2,000 joint ✅ Must give cash to qualified charities A win for generosity—and for those who give without itemizing. #CharitableGiving #FaithAndFinance #OBBBA For disclosure information, see thrivent.com/social. 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.

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💬 Ask yourself: • Do I know my “retirement number”? • Do I have multiple income streams? • Have I stress-tested my plan for market downturns? The sooner you start, the more options you’ll have later. For disclosure information, see thrivent.com/social.

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💬 Ask yourself: • Do I know my “retirement number”? • Do I have multiple income streams? • Have I stress-tested my plan for market downturns? The sooner you start, the more options you’ll have later. For disclosure information, see thrivent.com/social.

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Because when you trust me with your financial life, I take it personally. 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. #WhatToExpect #LifePlanning #ClientCentered #FinancialJourney

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Because when you trust me with your financial life, I take it personally. 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. #WhatToExpect #LifePlanning #ClientCentered #FinancialJourney

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Welcome to a different kind of financial journey. 📱(805) 375-3258 #FinancialPlanningWithHeart #CoreValues #ClientCentered #FinancialJourney #BetterWay

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Welcome to a different kind of financial journey. 📱(805) 375-3258 #FinancialPlanningWithHeart #CoreValues #ClientCentered #FinancialJourney #BetterWay

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I will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time For disclosure information, see thrivent.com/social. 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.

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I will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time For disclosure information, see thrivent.com/social. 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.

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👉 Let’s talk. No pressure, no obligation—just a genuine conversation about what matters most to you. #FinancialPlanning #ValuesBasedAdvice 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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👉 Let’s talk. No pressure, no obligation—just a genuine conversation about what matters most to you. #FinancialPlanning #ValuesBasedAdvice 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.

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.

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