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

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KPIs! We all have them, and they are measurements of success! For those unaware of the acronym, KPI, stands for Key Performance Indicator. Which means, if you focus on just a few numbers the impact driven on the bottom line can be profound! I too believe this and one of the best ways to measure success for me and my team personally is how much our clients are giving back annually to their local communities with their time, talent and treasures! Here is how we measured as a team specifically and how much as a region we did to impact the area in 2024! I am humbled and truly blessed that our clients gave back nearly $600k last year which contributed to the overall amount of $4.6 million dollars given by clients here in 2024! That is astounding and yet, I truly believe in the coming years we will see these number exponentially grow! With faith at the forefront of who we are, what we do and how we express ourselves, there is no doubt that we can amplify these numbers to have greater impact here for the people and organizations who need it the most. I often say and believe, I am blessed to be a blessing! These numbers show how much our clients use their own dollars, but Thrivent's additionally to impact others and be a blessing! To whom much is given, much is expected. God expects a lot from us, as he has given us so much. I cannot think of a better week to share these numbers as we reflect on the sacrifice given by Jesus for us, during Holy Week. May God continue to bless you, may you feel free to be a blessing to others and may God use us to impact the world and the world around us! Have a great Easter!

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KPIs! We all have them, and they are measurements of success! For those unaware of the acronym, KPI, stands for Key Performance Indicator. Which means, if you focus on just a few numbers the impact driven on the bottom line can be profound! I too believe this and one of the best ways to measure success for me and my team personally is how much our clients are giving back annually to their local communities with their time, talent and treasures! Here is how we measured as a team specifically and how much as a region we did to impact the area in 2024! I am humbled and truly blessed that our clients gave back nearly $600k last year which contributed to the overall amount of $4.6 million dollars given by clients here in 2024! That is astounding and yet, I truly believe in the coming years we will see these number exponentially grow! With faith at the forefront of who we are, what we do and how we express ourselves, there is no doubt that we can amplify these numbers to have greater impact here for the people and organizations who need it the most. I often say and believe, I am blessed to be a blessing! These numbers show how much our clients use their own dollars, but Thrivent's additionally to impact others and be a blessing! To whom much is given, much is expected. God expects a lot from us, as he has given us so much. I cannot think of a better week to share these numbers as we reflect on the sacrifice given by Jesus for us, during Holy Week. May God continue to bless you, may you feel free to be a blessing to others and may God use us to impact the world and the world around us! Have a great Easter!

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"Peace I leave with you; my peace I give you. I do not give to you as the world gives. Do not let your hearts be troubled and do not be afraid." - John 14:27

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"Peace I leave with you; my peace I give you. I do not give to you as the world gives. Do not let your hearts be troubled and do not be afraid." - John 14:27

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It's almost here!! The best week of the year! The Masters! Hello friends, welcome to my post about a game that is both frustrating and rewarding at the same time but isn't that true of most things in life?! To be clear, I have never been invited to the Masters as a guest nor participant (I am not that good of a golfer, fyi), but have enjoyed other Major Golf tournaments that have been played in Wisconsin over the years. These shots are from the most recent US Open at a course in Wisconsin called Erin Hills in 2017. Golf to me is so emblematic of life, it appears so simple, yet so many outside factors can derail the best plan of attack. Couple that with how much of golf is not physical as much as mental and how the mental aspect plays into our physical ability or inability! Golf courses are some of the best scenes of nature anywhere I have seen. I enjoyed being able to watch the pros along with walking the grounds and seeing God's splendor unfold in front of me! Who are you rooting for in this years Masters? Do you have a favorite memory involving golf? Want to get out and get a round or two in this summer, hit me up! But most of all, I hope everyone enjoys the Masters and signaling of another golf season, spring and time to be outdoors enjoying creation!

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It's almost here!! The best week of the year! The Masters! Hello friends, welcome to my post about a game that is both frustrating and rewarding at the same time but isn't that true of most things in life?! To be clear, I have never been invited to the Masters as a guest nor participant (I am not that good of a golfer, fyi), but have enjoyed other Major Golf tournaments that have been played in Wisconsin over the years. These shots are from the most recent US Open at a course in Wisconsin called Erin Hills in 2017. Golf to me is so emblematic of life, it appears so simple, yet so many outside factors can derail the best plan of attack. Couple that with how much of golf is not physical as much as mental and how the mental aspect plays into our physical ability or inability! Golf courses are some of the best scenes of nature anywhere I have seen. I enjoyed being able to watch the pros along with walking the grounds and seeing God's splendor unfold in front of me! Who are you rooting for in this years Masters? Do you have a favorite memory involving golf? Want to get out and get a round or two in this summer, hit me up! But most of all, I hope everyone enjoys the Masters and signaling of another golf season, spring and time to be outdoors enjoying creation!

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Leadership is not just a buzzword to me! In fact, it is a core value! What are your core values and how do they influence the decisions you make? I have always defined leadership as "someone worth following". I work my hardest to become someone worthy to follow and find qualified people that have gotten to where I desire to go, to follow myself. I often say, "I may not know where we are going, or what we will do, but I know I want to figure it out with these people around me." Part of being a leader worth following is investing in yourself and those around you. I came across this company, authors and resources years ago and I hate to think of where I would be in life today, had I not had that encounter and taken the steps to become a 100X leader! Anyone and everyone who comes and works with us at Rooted Financial Advisors-Thrivent gets these resources and more to ensure they too, can unlock the potential God has inside of them and live into that promise! What are leadership resources you provide to those coming onboard at your company? How do you intentionally set the culture of constantly growing/learning/applying learnings? Who are some of the leaders you aspire to learn from? Please tag those leaders and resources so we can begin a resource list for others seeking to grow and be around intention people seeking growth!

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Leadership is not just a buzzword to me! In fact, it is a core value! What are your core values and how do they influence the decisions you make? I have always defined leadership as "someone worth following". I work my hardest to become someone worthy to follow and find qualified people that have gotten to where I desire to go, to follow myself. I often say, "I may not know where we are going, or what we will do, but I know I want to figure it out with these people around me." Part of being a leader worth following is investing in yourself and those around you. I came across this company, authors and resources years ago and I hate to think of where I would be in life today, had I not had that encounter and taken the steps to become a 100X leader! Anyone and everyone who comes and works with us at Rooted Financial Advisors-Thrivent gets these resources and more to ensure they too, can unlock the potential God has inside of them and live into that promise! What are leadership resources you provide to those coming onboard at your company? How do you intentionally set the culture of constantly growing/learning/applying learnings? Who are some of the leaders you aspire to learn from? Please tag those leaders and resources so we can begin a resource list for others seeking to grow and be around intention people seeking growth!

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It truly is the BEST time of the year! I love March Madness for many reasons but the biggest ones by far involve comradery and watching sports live where anything can happen! I mean who doesn't love a good buzzer beater to win the game or a lower seeded team pulling the upset?? I guess if you have a bet on the other team, you might not appreciate it in the moment, lol. But in this day and age, where so many things are scripted, I love sports for the anything can happen moments live that we get to witness and enjoy! The other aspect is watching these games with close friends has brought so much joy for me. It's not just about the games, but those I am with. I am fortunate to have some amazing people in my life and count myself blessed to be able to enjoy watching these games with many of them! Who will you be rooting for these next few days? Are you a 1-bracket person for all entries or create multiple scenarios type person? Where will you be watching the games and action unfold? Go Badgers!

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It truly is the BEST time of the year! I love March Madness for many reasons but the biggest ones by far involve comradery and watching sports live where anything can happen! I mean who doesn't love a good buzzer beater to win the game or a lower seeded team pulling the upset?? I guess if you have a bet on the other team, you might not appreciate it in the moment, lol. But in this day and age, where so many things are scripted, I love sports for the anything can happen moments live that we get to witness and enjoy! The other aspect is watching these games with close friends has brought so much joy for me. It's not just about the games, but those I am with. I am fortunate to have some amazing people in my life and count myself blessed to be able to enjoy watching these games with many of them! Who will you be rooting for these next few days? Are you a 1-bracket person for all entries or create multiple scenarios type person? Where will you be watching the games and action unfold? Go Badgers!

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I have come to the conclusion that being a D.I.N.K who likes to dink is not entirely a bad thing! If you are unsure what that acronym stands for it is, Dual Income No Kids. The second part refers to a shot in pickleball, which is so satisfying to hit and hit well! If you haven't played yet, what are you waiting for?! In fact, come join us! We will be having a time for clients, their friends and family, along with CityLink people out to Aces Pickleball and Bar to enjoy some food, drinks, and dinks! We will gather from 3-6pm on Sunday, May 18th. You can find more information and register by visiting our website, https://connect.thrivent.com/rooted-financial-advisors/events We hope to see many of you there where we can dink together!

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I have come to the conclusion that being a D.I.N.K who likes to dink is not entirely a bad thing! If you are unsure what that acronym stands for it is, Dual Income No Kids. The second part refers to a shot in pickleball, which is so satisfying to hit and hit well! If you haven't played yet, what are you waiting for?! In fact, come join us! We will be having a time for clients, their friends and family, along with CityLink people out to Aces Pickleball and Bar to enjoy some food, drinks, and dinks! We will gather from 3-6pm on Sunday, May 18th. You can find more information and register by visiting our website, https://connect.thrivent.com/rooted-financial-advisors/events We hope to see many of you there where we can dink together!

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Lent is a chance to refocus on what’s really important to you. What comforts can you give up to grow closer to God?

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Lent is a chance to refocus on what’s really important to you. What comforts can you give up to grow closer to God?

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Either you control your technology, or it will control you! For the season of lent, many Christians decide to give up something in order to create space for something better! Our church has been challenging us to consider making modifications to how much and types of technology we use often. It made my first statement come to mind and I have been reflecting on it, do I truly have control over these and other areas of my life or am I out of control and these areas truly control/run me and my life? I can tell you there is nothing more freeing than when you get to a point of simplicity along with knowing what you control and what you do not! I will give you a hint, we control much less than you might realize! I am wondering within my network, what are things you are looking to intentionally give up in order to create capacity in another area? What would it look like if the desires of our hearts were able to be fully achieved with this new capacity and mindset? Are you fasting from something specific during Lent? Please share below as a way to encourage others as we all need support and challenge on our journey through life!

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Either you control your technology, or it will control you! For the season of lent, many Christians decide to give up something in order to create space for something better! Our church has been challenging us to consider making modifications to how much and types of technology we use often. It made my first statement come to mind and I have been reflecting on it, do I truly have control over these and other areas of my life or am I out of control and these areas truly control/run me and my life? I can tell you there is nothing more freeing than when you get to a point of simplicity along with knowing what you control and what you do not! I will give you a hint, we control much less than you might realize! I am wondering within my network, what are things you are looking to intentionally give up in order to create capacity in another area? What would it look like if the desires of our hearts were able to be fully achieved with this new capacity and mindset? Are you fasting from something specific during Lent? Please share below as a way to encourage others as we all need support and challenge on our journey through life!

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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Please help me in welcoming Chloe Sheldon to the Rooted Financial Advisors-Thrivent Team!! Here is a bit more about her and we are excited for so many to get to know her better in the days, weeks and months ahead! Hi, I’m Chloe Sheldon, and I’m from Cincinnati Ohio. I have four siblings and two adorable dogs, Mac and Higgins. In my free time I enjoy reading, listening to music, and spending time with my friends and family. What I’m most excited for in 2025 is exploring new places and trying new things. I especially look forward to meeting new people and pushing myself out of my comfort zone, and I can’t wait to see what other possibilities the year may bring.

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Please help me in welcoming Chloe Sheldon to the Rooted Financial Advisors-Thrivent Team!! Here is a bit more about her and we are excited for so many to get to know her better in the days, weeks and months ahead! Hi, I’m Chloe Sheldon, and I’m from Cincinnati Ohio. I have four siblings and two adorable dogs, Mac and Higgins. In my free time I enjoy reading, listening to music, and spending time with my friends and family. What I’m most excited for in 2025 is exploring new places and trying new things. I especially look forward to meeting new people and pushing myself out of my comfort zone, and I can’t wait to see what other possibilities the year may bring.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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