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


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.

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.


➡️ 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.

➡️ 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.


➡️ 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

➡️ 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


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

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


✅ 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.

✅ 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.


💬 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.

💬 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.


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

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


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

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


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.

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.


👉 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.

👉 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.