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

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Leaving property to your heirs? It’s more than just saying “they get the house.” I’m not an attorney, but as a financial advisor I can help you think through how wills, trusts, and taxes might impact your loved ones. Then you can work with the right professionals to put it all in writing. A little planning now can make life a lot easier for your family later. Want to get started? Lets talk! #Thrivent #Pittsburgh #LetsTalk #PlanToday #StartTheConversation #PrepareNow #ThinkAhead See Thrivent.com/social for important disclosures.

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Leaving property to your heirs? It’s more than just saying “they get the house.” I’m not an attorney, but as a financial advisor I can help you think through how wills, trusts, and taxes might impact your loved ones. Then you can work with the right professionals to put it all in writing. A little planning now can make life a lot easier for your family later. Want to get started? Lets talk! #Thrivent #Pittsburgh #LetsTalk #PlanToday #StartTheConversation #PrepareNow #ThinkAhead See Thrivent.com/social for important disclosures.

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What’s a family mission statement? To me, it’s the heart behind the chaos; a little compass for when life feels full and fast. It’s about knowing what matters most and how we want to show up for each other and the world. Josh and I recently created one for our family, and here’s what we landed on: We grow with purpose, live with integrity, and love with intention – seeking joy, excellence, and connection in everything we do. It’s not about perfection. It’s about being intentional. If you’ve ever thought about creating something like this for your own family, I’d love to help. Let’s grab coffee and walk through it together. It’s simpler (and more meaningful) than you might think. #Thrivent #Pittsburgh #TeamThrivent #FamilyMissionStatement #FamilyValues #IntentionalLiving #LiveWithPurpose #GrowTogether #LoveWithIntention #FamilyGoals #HeartOfTheHome #LifeWithIntegrity #JoyfulLiving #ConnectionMatters #PurposeDriven #StrongerTogether #FamilyFirst #CreatingMemories #MeaningfulMoments #BetterTogether #LiveFully #FamilyCulture #SeekJoy See Thrivent.com/social for important disclosures.

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What’s a family mission statement? To me, it’s the heart behind the chaos; a little compass for when life feels full and fast. It’s about knowing what matters most and how we want to show up for each other and the world. Josh and I recently created one for our family, and here’s what we landed on: We grow with purpose, live with integrity, and love with intention – seeking joy, excellence, and connection in everything we do. It’s not about perfection. It’s about being intentional. If you’ve ever thought about creating something like this for your own family, I’d love to help. Let’s grab coffee and walk through it together. It’s simpler (and more meaningful) than you might think. #Thrivent #Pittsburgh #TeamThrivent #FamilyMissionStatement #FamilyValues #IntentionalLiving #LiveWithPurpose #GrowTogether #LoveWithIntention #FamilyGoals #HeartOfTheHome #LifeWithIntegrity #JoyfulLiving #ConnectionMatters #PurposeDriven #StrongerTogether #FamilyFirst #CreatingMemories #MeaningfulMoments #BetterTogether #LiveFully #FamilyCulture #SeekJoy See Thrivent.com/social for important disclosures.

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July 4th is a time to celebrate the many freedoms we enjoy. It’s also a chance to appreciate the hard work, choices, and values that help shape our lives. Whether it’s giving back, spending time with family, or chasing dreams big and small, here’s to building a future we can all be proud of. Happy Independence Day! #IndependenceDay #Thrivent #FinancialSynergyGroup

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July 4th is a time to celebrate the many freedoms we enjoy. It’s also a chance to appreciate the hard work, choices, and values that help shape our lives. Whether it’s giving back, spending time with family, or chasing dreams big and small, here’s to building a future we can all be proud of. Happy Independence Day! #IndependenceDay #Thrivent #FinancialSynergyGroup

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Businessman Simba is hard at work today! 🐾 These AI pictures are too funny. 🤣 Pretty sure he’s negotiating for more treats and longer naps. He looks ready to run a meeting or chase down a quarterly report. Simba might not really be the CEO, but we all know who’s in charge around here! #Thrivent #BusinessDog #DogsofInstagram #Pittsburgh #WorkHumor

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Businessman Simba is hard at work today! 🐾 These AI pictures are too funny. 🤣 Pretty sure he’s negotiating for more treats and longer naps. He looks ready to run a meeting or chase down a quarterly report. Simba might not really be the CEO, but we all know who’s in charge around here! #Thrivent #BusinessDog #DogsofInstagram #Pittsburgh #WorkHumor

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You’ve probably heard the term “trust” thrown around in estate planning. But what is it really? A trust is a legal tool that helps you manage and pass on your assets with more control and often fewer court delays. Some benefits may include: ✔️ Bypassing probate ✔️ Protecting your privacy ✔️ Planning for incapacity ✔️ Helping beneficiaries avoid delays But not all trusts are the same — and they aren’t for everyone. 📩 I don’t draft trusts or give legal advice, but I can help you figure out if it makes sense to talk to an attorney. And we can make sure your financial plan is aligned either way. Let’s chat if you’re wondering where to start. #Thrivent #Pittsburgh #EstatePlanningBasics #FinancialSynergyGroup #ThriventAdvisor #LegacyPlanning #TrustsExplained See Thrivent.com/social for important disclosures.

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You’ve probably heard the term “trust” thrown around in estate planning. But what is it really? A trust is a legal tool that helps you manage and pass on your assets with more control and often fewer court delays. Some benefits may include: ✔️ Bypassing probate ✔️ Protecting your privacy ✔️ Planning for incapacity ✔️ Helping beneficiaries avoid delays But not all trusts are the same — and they aren’t for everyone. 📩 I don’t draft trusts or give legal advice, but I can help you figure out if it makes sense to talk to an attorney. And we can make sure your financial plan is aligned either way. Let’s chat if you’re wondering where to start. #Thrivent #Pittsburgh #EstatePlanningBasics #FinancialSynergyGroup #ThriventAdvisor #LegacyPlanning #TrustsExplained See Thrivent.com/social for important disclosures.

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Gifting While Living: Pros and Cons Gifting to loved ones while you’re still here can be a powerful way to see your legacy in action. But is it always the right move? Pros: ✔️ You get to witness the impact your gift makes ✔️ Can reduce the size of your taxable estate ✔️ Offers financial support when it’s likely needed most Cons: ❌ Could impact your own financial security later ❌ Family dynamics can get complicated ❌ Some gifts may have tax implications Thinking about giving while living? Make sure it fits with your long-term goals. Need help? Let’s talk. #Thrivent #TeamThrivent #Pittsburgh #GiftingwhileLiving See Thrivent.com/social for important disclosures.

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Gifting While Living: Pros and Cons Gifting to loved ones while you’re still here can be a powerful way to see your legacy in action. But is it always the right move? Pros: ✔️ You get to witness the impact your gift makes ✔️ Can reduce the size of your taxable estate ✔️ Offers financial support when it’s likely needed most Cons: ❌ Could impact your own financial security later ❌ Family dynamics can get complicated ❌ Some gifts may have tax implications Thinking about giving while living? Make sure it fits with your long-term goals. Need help? Let’s talk. #Thrivent #TeamThrivent #Pittsburgh #GiftingwhileLiving See Thrivent.com/social for important disclosures.

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It’s the last day of June and it’s a perfect time to pause, reset, and get intentional about where you’re headed. What’s one thing you want to make real in the second half of the year? Let’s start the week with purpose! 💪 #Thrivent #TeamThrivent #Pittsburgh #MondayMotivation #FreshStart #IntentionalLiving #FocusAndThrive

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It’s the last day of June and it’s a perfect time to pause, reset, and get intentional about where you’re headed. What’s one thing you want to make real in the second half of the year? Let’s start the week with purpose! 💪 #Thrivent #TeamThrivent #Pittsburgh #MondayMotivation #FreshStart #IntentionalLiving #FocusAndThrive

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Friday mood: fresh air, good views, and even better company 🐾🌲 Hope your weekend is this peaceful! #FridayFeels #WeekendVibes #NewRiverGorge #TrailTime #NatureFix #HappyPlace #DogDays #AdventureBuddy #FreshAirFriday #ScenicViews

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Friday mood: fresh air, good views, and even better company 🐾🌲 Hope your weekend is this peaceful! #FridayFeels #WeekendVibes #NewRiverGorge #TrailTime #NatureFix #HappyPlace #DogDays #AdventureBuddy #FreshAirFriday #ScenicViews

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⚾It’s the LAST day to grab your tickets for Thrivent Day at PNC Park!🧢 Join us for a fun-filled day at the ballpark with family, friends, and community. Think sunshine, baseball, and memory-making moments with the people you love. Don’t miss out on this special event at one of the most beautiful stadiums in the country. Follow the link to get your tickets! https://connect.thrivent.com/joslyne-counselman/events No products will be sold. See you there! ⚾

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⚾It’s the LAST day to grab your tickets for Thrivent Day at PNC Park!🧢 Join us for a fun-filled day at the ballpark with family, friends, and community. Think sunshine, baseball, and memory-making moments with the people you love. Don’t miss out on this special event at one of the most beautiful stadiums in the country. Follow the link to get your tickets! https://connect.thrivent.com/joslyne-counselman/events No products will be sold. See you there! ⚾

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Happy to share Thrivent has been named to the Fortune 500 list in 2025 for the 31st consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

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Happy to share Thrivent has been named to the Fortune 500 list in 2025 for the 31st consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

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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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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.

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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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