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We had a great time leading a financial workshop with Urban League of Greater Madison. I love having the opportunity to serve our community through financial literacy and empowerment. Looking forward to our continued partnership!

We had a great time leading a financial workshop with Urban League of Greater Madison. I love having the opportunity to serve our community through financial literacy and empowerment. Looking forward to our continued partnership!


This weekend we hosted a basketball camp for Special Olympics athletes at UW-River Falls! It was a blast! The athletes did an incredible job of trying new skills and challenging themselves. Always feels good to be back at UWRF. Crazy to see all of the improvements since I played there!

This weekend we hosted a basketball camp for Special Olympics athletes at UW-River Falls! It was a blast! The athletes did an incredible job of trying new skills and challenging themselves. Always feels good to be back at UWRF. Crazy to see all of the improvements since I played there!


This week we hosted a picnic for West Madsion Area Special Olympics. It was a great time of building community because we don't have many other opportunities to gather all of us together. Thank you to everyone who came out to celebrate!

This week we hosted a picnic for West Madsion Area Special Olympics. It was a great time of building community because we don't have many other opportunities to gather all of us together. Thank you to everyone who came out to celebrate!


New chapter, new responsibilities. Major milestones like marriage, becoming a parent or a career change can impact your financial needs. Do you know if your employer provides enough disability income insurance coverage in the event that you are ill or injured and unable to work? Some employers do not cover your entire salary or bonus and you may want to consider a supplemental policy to cover any gaps: https://bit.ly/4bqup2t

New chapter, new responsibilities. Major milestones like marriage, becoming a parent or a career change can impact your financial needs. Do you know if your employer provides enough disability income insurance coverage in the event that you are ill or injured and unable to work? Some employers do not cover your entire salary or bonus and you may want to consider a supplemental policy to cover any gaps: https://bit.ly/4bqup2t


Did you know 1 in 4 of today’s adults in their 20s may experience an illness or injury that prevents them from being able to work? Having disability income insurance can help replace income, preserve your savings and pay expenses in the event that you are no longer able to work. Learn more: https://bit.ly/4juYPoG

Did you know 1 in 4 of today’s adults in their 20s may experience an illness or injury that prevents them from being able to work? Having disability income insurance can help replace income, preserve your savings and pay expenses in the event that you are no longer able to work. Learn more: https://bit.ly/4juYPoG


Earlier this week we hosted our annual client appreciation event. It's a small way for us to give back to our clients and also to our community. A big thank you to Frostwood Farms for allowing us to use their incredible event space! We did a few Thrivent Action Teams to support local organizations. We made tie fleece blankets for The Elizabeth House and made birthday party kits for the Badger Prairie Needs Network. A big shout out to Trevor Kleinmeyer for the live music! Please check out the amazing work these organizations do! https://frostwoodfarms.com/ https://www.elizabethhousedane.org/ https://www.bpnn.org/

Earlier this week we hosted our annual client appreciation event. It's a small way for us to give back to our clients and also to our community. A big thank you to Frostwood Farms for allowing us to use their incredible event space! We did a few Thrivent Action Teams to support local organizations. We made tie fleece blankets for The Elizabeth House and made birthday party kits for the Badger Prairie Needs Network. A big shout out to Trevor Kleinmeyer for the live music! Please check out the amazing work these organizations do! https://frostwoodfarms.com/ https://www.elizabethhousedane.org/ https://www.bpnn.org/


Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb