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


A few days ago, I helped Troop 454 with their swimming test. Scouts are ready for some summer fun.

A few days ago, I helped Troop 454 with their swimming test. Scouts are ready for some summer fun.


While I visited the Marietta office last week, Greg and I took a little time to visit the Georgia Aquarium. We had a behind the scenes tour with our friend and client Marc.

While I visited the Marietta office last week, Greg and I took a little time to visit the Georgia Aquarium. We had a behind the scenes tour with our friend and client Marc.


Last week Greg and I attended the Boy Scouts of America, Atlanta Area Council, Accounting and Financial Services Breakfast.

Last week Greg and I attended the Boy Scouts of America, Atlanta Area Council, Accounting and Financial Services Breakfast.


There is still time to join us for the Retirement and Taxes webinar with guest speaker, Ed Slott. This totally unique, entertaining, and educational online webinar is for members, like you, who have spent a lifetime saving for retirement and now want to know how taxes will impact those savings... and what you can do about it. Click the link to sign up: https://bit.ly/Apr18RetirementandTaxes During this webinar, you will gain insight on balancing your retirement security with the impact of taxes. Ed combines his extensive IRA tax knowledge with humor and stories that anyone can relate to. No products will be sold. For more information visit Thrivent.com/social.

There is still time to join us for the Retirement and Taxes webinar with guest speaker, Ed Slott. This totally unique, entertaining, and educational online webinar is for members, like you, who have spent a lifetime saving for retirement and now want to know how taxes will impact those savings... and what you can do about it. Click the link to sign up: https://bit.ly/Apr18RetirementandTaxes During this webinar, you will gain insight on balancing your retirement security with the impact of taxes. Ed combines his extensive IRA tax knowledge with humor and stories that anyone can relate to. No products will be sold. For more information visit Thrivent.com/social.


Eligible Thrivent clients: You still have time to direct 2022 Choice Dollars®️ by March 31. This is a great opportunity to recommend where some of Thrivent’s charitable outreach funds go! To direct your Choice Dollars®️, log into your account here: https://bit.ly/3zbSZmF

Eligible Thrivent clients: You still have time to direct 2022 Choice Dollars®️ by March 31. This is a great opportunity to recommend where some of Thrivent’s charitable outreach funds go! To direct your Choice Dollars®️, log into your account here: https://bit.ly/3zbSZmF


If taxes are a topic you avoid, this event is for you. Join us Tuesday, March 28 or Thursday, March 30 for our free workshop, Increase Your Lifetime Wealth With Tax Planning with Debbie Taylor, Certified Public Accountant (CPA) and attorney, and the founder and lead wealth advisor of Taylor Financial Group, LLC. For more information and to register today: https://bit.ly/IncreaseYour_LifetimeWealth No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

If taxes are a topic you avoid, this event is for you. Join us Tuesday, March 28 or Thursday, March 30 for our free workshop, Increase Your Lifetime Wealth With Tax Planning with Debbie Taylor, Certified Public Accountant (CPA) and attorney, and the founder and lead wealth advisor of Taylor Financial Group, LLC. For more information and to register today: https://bit.ly/IncreaseYour_LifetimeWealth No products will be sold at this event. For additional disclosures, see Thrivent.com/social.


Greg and I are attending the Kingdom Advisors Conference. Pictured is Rob West, Kingdom Advisors CEO. #Thrivent, #KingdomAdvisors, #AvonleaFinancialGroup

Greg and I are attending the Kingdom Advisors Conference. Pictured is Rob West, Kingdom Advisors CEO. #Thrivent, #KingdomAdvisors, #AvonleaFinancialGroup