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

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Back on the West Coast (best coast!) this week and couldn’t be more excited to be shadowing my former leader, Sean Little. His mentorship has shaped so much of who I am professionally, and every time I get the chance to learn from him again, it’s a gift. Grateful to reconnect with such an inspiring team out here—there’s nothing like being back with colleagues who feel like family. Thanks, Sean, for continuing to lead by example and invest in the next generation of Thrivent leaders!

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Back on the West Coast (best coast!) this week and couldn’t be more excited to be shadowing my former leader, Sean Little. His mentorship has shaped so much of who I am professionally, and every time I get the chance to learn from him again, it’s a gift. Grateful to reconnect with such an inspiring team out here—there’s nothing like being back with colleagues who feel like family. Thanks, Sean, for continuing to lead by example and invest in the next generation of Thrivent leaders!

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Knocked out a 2025 self-development goal while out in California this week—running a full 5K! I’ve had this goal on my heart since January, and being here to shadow my former leader and mentor, Sean Little, was the perfect environment to grow both professionally and personally. After work on Monday, I met up with a longtime family friend, Scott, who didn’t let me take it easy. We ran the full 5K and finished with a cool-down walk, ending the last leg of the run on a bridge overlooking the water just as the sun was setting. It was one of those take-a-deep-breath-and-soak-it-in moments. I’m excited to sign up for an official 5K event soon and keep building on this momentum. Physical goals and career goals really go hand in hand—both require discipline, consistency, and people in your corner who push you forward. Here’s to growing in every way in 2025!

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Knocked out a 2025 self-development goal while out in California this week—running a full 5K! I’ve had this goal on my heart since January, and being here to shadow my former leader and mentor, Sean Little, was the perfect environment to grow both professionally and personally. After work on Monday, I met up with a longtime family friend, Scott, who didn’t let me take it easy. We ran the full 5K and finished with a cool-down walk, ending the last leg of the run on a bridge overlooking the water just as the sun was setting. It was one of those take-a-deep-breath-and-soak-it-in moments. I’m excited to sign up for an official 5K event soon and keep building on this momentum. Physical goals and career goals really go hand in hand—both require discipline, consistency, and people in your corner who push you forward. Here’s to growing in every way in 2025!

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National Volunteer Week is coming up April 20-26 and Thrivent is celebrating inspiring individuals! From now through April 26, you can nominate anyone—a friend, neighbor, colleague or fellow volunteer—to be a Generosity Hero. In fact, you can nominate them all! Both you and your nominee will be entered into a drawing. Winners will have the opportunity to select a Thrivent Choice®️ participating organization to receive a donation (up to $5,000) from Thrivent! To learn more or submit nominations: https://bit.ly/4jzZuF7

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National Volunteer Week is coming up April 20-26 and Thrivent is celebrating inspiring individuals! From now through April 26, you can nominate anyone—a friend, neighbor, colleague or fellow volunteer—to be a Generosity Hero. In fact, you can nominate them all! Both you and your nominee will be entered into a drawing. Winners will have the opportunity to select a Thrivent Choice®️ participating organization to receive a donation (up to $5,000) from Thrivent! To learn more or submit nominations: https://bit.ly/4jzZuF7

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What a night! The Thrivent team had such a great time last Friday at the Fine Wine & Dine Gala benefiting 260 Bridge Café—a nonprofit doing incredible work to support adults with disabilities. It was a joy to connect with the individuals 260 Bridge Café uplifts, the amazing team who work hands-on at the café, and so many others in the community who share our passion for creating more inclusive opportunities. The evening was full of delicious food, great dancing, and even better company! I’m excited to continue learning more about 260 Bridge Café and finding meaningful ways to lift them up and support their mission. If you haven’t been to 260 Bridge Café yet, you have to check them out! This has become one of my favorite spots to meet with other professionals and clients. The atmosphere is amazing, the mission is amazing, and the workers are amazing. You’ll love it just as much as I do! And of course—moments like these are even sweeter when shared with my fiancé, who shares my heart for both Thrivent and the nonprofits we get to serve alongside. #Thrivent #260BridgeCafe #CommunityMatters #NonprofitSupport #FaithInAction #GivingBack #WineAndDineGala

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What a night! The Thrivent team had such a great time last Friday at the Fine Wine & Dine Gala benefiting 260 Bridge Café—a nonprofit doing incredible work to support adults with disabilities. It was a joy to connect with the individuals 260 Bridge Café uplifts, the amazing team who work hands-on at the café, and so many others in the community who share our passion for creating more inclusive opportunities. The evening was full of delicious food, great dancing, and even better company! I’m excited to continue learning more about 260 Bridge Café and finding meaningful ways to lift them up and support their mission. If you haven’t been to 260 Bridge Café yet, you have to check them out! This has become one of my favorite spots to meet with other professionals and clients. The atmosphere is amazing, the mission is amazing, and the workers are amazing. You’ll love it just as much as I do! And of course—moments like these are even sweeter when shared with my fiancé, who shares my heart for both Thrivent and the nonprofits we get to serve alongside. #Thrivent #260BridgeCafe #CommunityMatters #NonprofitSupport #FaithInAction #GivingBack #WineAndDineGala

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1st Quarter 2025 Market Review: From optimism to uncertainty

First quarter 2025 tested financial markets across the globe. Thrivent Asset Management breaks down the key volatility points in this first quarter market review.

Markets were strong at the start of 2025, but first quarter showed a lot of volatility in economic data....

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When you work at Thrivent, you have access to training, a network of mentors and are part of a mission-driven team that wants to see you succeed. Ready to take the next step? Learn more about how you can make a difference in people’s lives as a financial advisor: thriventcareers.com/41K99CT​

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When you work at Thrivent, you have access to training, a network of mentors and are part of a mission-driven team that wants to see you succeed. Ready to take the next step? Learn more about how you can make a difference in people’s lives as a financial advisor: thriventcareers.com/41K99CT​

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Maximizing Social Security for married couples: How it works & spousal strategies to consider

Differences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️

For married couples, a smart Social Security strategy considers both spouses' projected benefits and life expectancies. Creating a claiming plan together can...

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Had the pleasure of grabbing coffee with Kelly from Good Samaritans here in Phoenixville! Good Sams does incredible work supporting adults and families going through transitional periods—helping with housing, resources, and getting back on their feet. We met at one of my favorite spots, 260 Bridge Café, which is another inspiring nonprofit that provides opportunities for adults with disabilities. One of the things I love most about working with Thrivent is the opportunity to connect with incredible people, build meaningful relationships, and support the amazing work local nonprofits are doing. I’m excited to keep growing these connections and finding new ways to partner together. #GoodSams #260bridgecafe #buildingconnections

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Had the pleasure of grabbing coffee with Kelly from Good Samaritans here in Phoenixville! Good Sams does incredible work supporting adults and families going through transitional periods—helping with housing, resources, and getting back on their feet. We met at one of my favorite spots, 260 Bridge Café, which is another inspiring nonprofit that provides opportunities for adults with disabilities. One of the things I love most about working with Thrivent is the opportunity to connect with incredible people, build meaningful relationships, and support the amazing work local nonprofits are doing. I’m excited to keep growing these connections and finding new ways to partner together. #GoodSams #260bridgecafe #buildingconnections

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Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

It can be difficult for markets to assess the impact of tariffs because they can be added or removed quickly, and there isn’t always insight into what’s coming...

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Fired Up for Q2! This week, I met with our area's financial advisors for two productive days, and I absolutely love it! There’s something powerful about collaboration—the energy is contagious, the ideas flow, and you can feel the difference after those meetings. We took time to review our Q1 goals, celebrate the progress we’ve made, and refine our focus for Q2. Let’s just say… we’re more fired up than ever to make an impact! 💥 We also had a special guest—my dad, Kelly Shaw, spoke to the team, and we loved having him pour into us. I’m so grateful to share a passion for coaching, financial planning, and faith-based business with him. Moments like these remind me why I do what I do Surround yourself with people who challenge you, push you, and make you better. Big things ahead! #Collaboration #Q2Momentum #FinancialAdvisors #Teamwork #GrowthMindset See thrivent.com/social for important disclosure information.

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Fired Up for Q2! This week, I met with our area's financial advisors for two productive days, and I absolutely love it! There’s something powerful about collaboration—the energy is contagious, the ideas flow, and you can feel the difference after those meetings. We took time to review our Q1 goals, celebrate the progress we’ve made, and refine our focus for Q2. Let’s just say… we’re more fired up than ever to make an impact! 💥 We also had a special guest—my dad, Kelly Shaw, spoke to the team, and we loved having him pour into us. I’m so grateful to share a passion for coaching, financial planning, and faith-based business with him. Moments like these remind me why I do what I do Surround yourself with people who challenge you, push you, and make you better. Big things ahead! #Collaboration #Q2Momentum #FinancialAdvisors #Teamwork #GrowthMindset See thrivent.com/social for important disclosure information.

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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