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Wrapping up an incredible week at the Retirement Tax Services Tax Summit 2025. ✔️ New strategies ✔️ Fresh perspectives ✔️ Powerful connections I’m leaving energized and even more equipped to guide families through the tax and retirement challenges ahead. The right strategy today creates freedom tomorrow. See thrivent.com/social for important disclosure information. #TaxSummit2025 #FinancialAdvisor #RetirementPlanning #WealthManagement #TaxStrategies #ClientSuccess #FinancialFreedom

Wrapping up an incredible week at the Retirement Tax Services Tax Summit 2025. ✔️ New strategies ✔️ Fresh perspectives ✔️ Powerful connections I’m leaving energized and even more equipped to guide families through the tax and retirement challenges ahead. The right strategy today creates freedom tomorrow. See thrivent.com/social for important disclosure information. #TaxSummit2025 #FinancialAdvisor #RetirementPlanning #WealthManagement #TaxStrategies #ClientSuccess #FinancialFreedom


One of the best parts of this Summit? The collaboration. Advisors, CPAs, and tax pros are sharing real-world ideas on how to navigate a constantly shifting tax landscape. It’s proof that when professionals work together, the families we serve are the real winners. See thrivent.com/social for important disclosures. #Collaboration #TaxProfessionals #FinancialAdvisor #WealthManagement #RetirementSuccess #ClientFirst

One of the best parts of this Summit? The collaboration. Advisors, CPAs, and tax pros are sharing real-world ideas on how to navigate a constantly shifting tax landscape. It’s proof that when professionals work together, the families we serve are the real winners. See thrivent.com/social for important disclosures. #Collaboration #TaxProfessionals #FinancialAdvisor #WealthManagement #RetirementSuccess #ClientFirst


A big takeaway from the first day: tax planning isn’t just about this year’s return—it’s about building a long-term strategy that lines up with your life goals. That’s why I’m here. To keep pushing for more ways to help families save money, protect their legacy, and retire on their terms. See thrivent.com/social for important disclosures. #RetirementPlanning #TaxStrategy #FinancialAdvisor #LegacyPlanning #WealthBuilding #ClientFocused

A big takeaway from the first day: tax planning isn’t just about this year’s return—it’s about building a long-term strategy that lines up with your life goals. That’s why I’m here. To keep pushing for more ways to help families save money, protect their legacy, and retire on their terms. See thrivent.com/social for important disclosures. #RetirementPlanning #TaxStrategy #FinancialAdvisor #LegacyPlanning #WealthBuilding #ClientFocused


Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO


Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.


Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!


Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.