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


Get excited! We're hosting another fundraiser on April 30th to benefit the Backpack Buddies and Campus Cupboard programs at USD 415. Make plans to stop by our office to have Taco's from El Canelo and learn more about each of the organizations. You can make a donation now or bring one on the actual date. We can't wait to have you join us! https://thrivent.cotribute.co/events/1096933/detail

Get excited! We're hosting another fundraiser on April 30th to benefit the Backpack Buddies and Campus Cupboard programs at USD 415. Make plans to stop by our office to have Taco's from El Canelo and learn more about each of the organizations. You can make a donation now or bring one on the actual date. We can't wait to have you join us! https://thrivent.cotribute.co/events/1096933/detail


Our family spent spring break in South Carolina at the Summit Circle conference; it was great! The Thrivent Leadership team shared our strategic vision and we celebrated all of Thrivent's growth in 2024.

Our family spent spring break in South Carolina at the Summit Circle conference; it was great! The Thrivent Leadership team shared our strategic vision and we celebrated all of Thrivent's growth in 2024.


Jonah and I did some continuing education with the Exit Planning Institute at the beginning of the month. It was great to connect with others and to bring information back to use in our practice.

Jonah and I did some continuing education with the Exit Planning Institute at the beginning of the month. It was great to connect with others and to bring information back to use in our practice.


Is your investment approach more hands on, or do you prefer to keep it casual? Understanding the differences between investment approaches can help you take control. >> https://bit.ly/4hQcEgs See thrivent.com/social for important disclosures.

Is your investment approach more hands on, or do you prefer to keep it casual? Understanding the differences between investment approaches can help you take control. >> https://bit.ly/4hQcEgs See thrivent.com/social for important disclosures.


Risk tolerance. Investment budget. Diversification. Tax implications. Have these topics been on your mind lately? Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals. See thrivent.com/social for important disclosures.

Risk tolerance. Investment budget. Diversification. Tax implications. Have these topics been on your mind lately? Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals. See thrivent.com/social for important disclosures.


Happy Spring Break week! Do you prefer a beach or mountain vacation?

Happy Spring Break week! Do you prefer a beach or mountain vacation?


There is so much joy in just being there, fully present with the ones you love. How can you be more present in this season of life?

There is so much joy in just being there, fully present with the ones you love. How can you be more present in this season of life?


Wishing the happiest of birthdays to the one and only Stacie! 🥳🎈 We're lucky to work alongside you, and today we’re celebrating YOU! May this year bring you happiness and all the good vibes you deserve. Enjoy your special day! 🎁🎉

Wishing the happiest of birthdays to the one and only Stacie! 🥳🎈 We're lucky to work alongside you, and today we’re celebrating YOU! May this year bring you happiness and all the good vibes you deserve. Enjoy your special day! 🎁🎉


Your tax refund can be a powerful tool for creating positive change. Consider these thoughtful ways to spread generosity: 🌱 Support local businesses 🤝 Donate to your favorite organization 💕Help loved ones or someone else in need

Your tax refund can be a powerful tool for creating positive change. Consider these thoughtful ways to spread generosity: 🌱 Support local businesses 🤝 Donate to your favorite organization 💕Help loved ones or someone else in need