Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image VIEW MORE +
Image

How to invest during a market downturn

Choosing what to invest in during a market downturn depends on a few factors, such as your financial goals, time horizon and risk tolerance. This resource provides investment opportunities for your consideration, so you can make thoughtful decisions about how you want to invest. Let’s connect if you’d like to discuss what changes you can make to your investment portfolio to help hedge against risk and position you to reach your long-term goals.

Recessions are an inevitable part of the economic cycle, but they also present potential investment opportunities. Discover tips and strategies for investing...

Image Read Post

📈 Earnings Season Is Here Every quarter, companies release their earnings reports — kind of like their financial report cards. These updates can cause short-term market swings, but they also give us valuable insight into how different sectors and the broader economy are performing. While headlines can be noisy during earnings season, my focus is always on how this information fits into your long-term financial plan — not just the daily market moves. #EarningsSeason #MarketUpdate #FinancialPlanning #InvestingWithPurpose #StayTheCourse See thrivent.com/social for important disclosure information.

📈 Earnings Season Is Here Every quarter, companies release their earnings reports — kind of like their financial report cards. These updates can cause short-term market swings, but they also give us valuable insight into how different sectors and the broader economy are performing. While headlines can be noisy during earnings season, my focus is always on how this information fits into your long-term financial plan — not just the daily market moves. #EarningsSeason #MarketUpdate #FinancialPlanning #InvestingWithPurpose #StayTheCourse See thrivent.com/social for important disclosure information.

Image VIEW MORE +
Image

Charitable giving & financial planning: Strategies to maximize impact

If giving is important to you, consider a strategy that maximizes your charitable impact.

Learn how to make the most of your charitable donations with strategies that align your giving goals with financial planning while maximizing tax benefits.

Image VIEW MORE +
Image

How to start investing with little money

You don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️

When you've been busy with a growing family and financial goals like buying a house or paying down debt, it's understandable that you might have put off...

Image VIEW MORE +
Image

Thrivent Social Media Privacy Policy, Guidelines, Disclosures & Disclaimers

⏰ The Earlier You Plan, the Smoother the Journey One of the biggest advantages in preparing for retirement isn’t just how much you save — it’s how early you start planning. When you take the time to map out your goals, understand your options, and build a clear strategy, you give yourself more flexibility and confidence down the road. Early planning can help you: ✅ Take advantage of more options and strategies ✅ Adjust smoothly as life changes ✅ Avoid unnecessary stress and last-minute decisions Retirement shouldn’t sneak up on you. A thoughtful plan built early can make all the difference in creating the future you want. 👉 If you haven’t reviewed your retirement strategy in a while, now’s a great time to start the conversation. #RetirementPlanning #FinancialConfidence #StartPlanningNow #FutureFocused #WealthBuilding See thrivent.com/social for important disclosure information.

Learn more about Thrivent's social media privacy policy and guidelines.

Image Read Post

🌐 How Economic Trends Can Influence Your Financial Plan The economy is constantly shifting — from interest rate changes and inflation to tariffs, consumer spending, and market performance. These trends don’t just make headlines; they can also impact your investments, retirement strategy, and overall financial plan. The good news: You don’t have to navigate these changes alone. A well-structured plan should adapt to evolving economic conditions while keeping your long-term goals in focus. 📊 Whether the economy is booming or slowing down, understanding the bigger picture can help you make confident financial decisions. 👉 If you’d like to review your current plan and see how today’s trends could affect your goals, I’d be happy to connect. #FinancialPlanning #EconomicTrends #MarketInsights #InvestSmart #WealthBuilding See thrivent.com/social for important disclosure information.

🌐 How Economic Trends Can Influence Your Financial Plan The economy is constantly shifting — from interest rate changes and inflation to tariffs, consumer spending, and market performance. These trends don’t just make headlines; they can also impact your investments, retirement strategy, and overall financial plan. The good news: You don’t have to navigate these changes alone. A well-structured plan should adapt to evolving economic conditions while keeping your long-term goals in focus. 📊 Whether the economy is booming or slowing down, understanding the bigger picture can help you make confident financial decisions. 👉 If you’d like to review your current plan and see how today’s trends could affect your goals, I’d be happy to connect. #FinancialPlanning #EconomicTrends #MarketInsights #InvestSmart #WealthBuilding See thrivent.com/social for important disclosure information.

Image VIEW MORE +
Image

The differences between real estate, stocks, bonds & mutual funds

Wondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.

Today, potential paths for investors range widely—traditional investments like mutual funds sit arm in arm with alternative investments such as non-fungible...

Image Read Post

When I first started in this business, it wasn’t just about numbers for me — it was about impact. I’ve always believed that financial planning is more than charts and projections… it’s about helping families build a legacy, live with confidence, and lead their lives intentionally. There’s nothing better than seeing someone go from uncertainty to clarity — from wondering if their goals are possible to knowing they have a strategy to achieve them. That’s why I do what I do. To help people retire with confidence. To protect what they’ve built. And to give families the financial clarity they deserve. #FinancialAdvisor #LegacyPlanning #RetirementGoals #FinancialLeadership #WealthBuilding #WhyWeDoWhatWeDo #PurposeDriven See thrivent.com/social for important disclosure information.

When I first started in this business, it wasn’t just about numbers for me — it was about impact. I’ve always believed that financial planning is more than charts and projections… it’s about helping families build a legacy, live with confidence, and lead their lives intentionally. There’s nothing better than seeing someone go from uncertainty to clarity — from wondering if their goals are possible to knowing they have a strategy to achieve them. That’s why I do what I do. To help people retire with confidence. To protect what they’ve built. And to give families the financial clarity they deserve. #FinancialAdvisor #LegacyPlanning #RetirementGoals #FinancialLeadership #WealthBuilding #WhyWeDoWhatWeDo #PurposeDriven See thrivent.com/social for important disclosure information.

Image Read Post

Do you know the 3 numbers that define your retirement readiness? 💰 Getting clear on these can give you a real sense of control over your financial future: 1️⃣ Your Retirement Income Goal — How much you’ll need each year to live the lifestyle you want. 2️⃣ Your Guaranteed Income — Things like Social Security, pensions, or annuities. 3️⃣ Your Personal Savings Gap — The difference you’ll need to cover through investments or other strategies. Most people never calculate these — but once you do, retirement planning becomes a lot less intimidating and a lot more actionable. ➡️ If you don’t know your numbers yet, now’s a great time to find out. #RetirementPlanning #FinancialClarity #WealthBuilding #FinancialAdvisor #RetirementGoals #MoneyMatters #FinancialConfidence #InvestInYourFuture See thrivent.com/social for important disclosure information.

Do you know the 3 numbers that define your retirement readiness? 💰 Getting clear on these can give you a real sense of control over your financial future: 1️⃣ Your Retirement Income Goal — How much you’ll need each year to live the lifestyle you want. 2️⃣ Your Guaranteed Income — Things like Social Security, pensions, or annuities. 3️⃣ Your Personal Savings Gap — The difference you’ll need to cover through investments or other strategies. Most people never calculate these — but once you do, retirement planning becomes a lot less intimidating and a lot more actionable. ➡️ If you don’t know your numbers yet, now’s a great time to find out. #RetirementPlanning #FinancialClarity #WealthBuilding #FinancialAdvisor #RetirementGoals #MoneyMatters #FinancialConfidence #InvestInYourFuture See thrivent.com/social for important disclosure information.

Image Read Post

🔒 Protecting your wealth isn’t about avoiding risk—it’s about managing it wisely. Here are 3 strategies to keep your money working for you in retirement: 1️⃣ Balance growth with safety. 2️⃣ Use tax-efficient income strategies. 3️⃣ Plan ahead for legacy and wealth transfer. ✅ A smart plan today creates financial clarity for tomorrow. #RetirementReady #SmartMoneyMoves #FinancialFreedom #ProtectYourWealth #PlanForTomorrow #MoneyTips See thrivent.com/social for important disclosure information.

🔒 Protecting your wealth isn’t about avoiding risk—it’s about managing it wisely. Here are 3 strategies to keep your money working for you in retirement: 1️⃣ Balance growth with safety. 2️⃣ Use tax-efficient income strategies. 3️⃣ Plan ahead for legacy and wealth transfer. ✅ A smart plan today creates financial clarity for tomorrow. #RetirementReady #SmartMoneyMoves #FinancialFreedom #ProtectYourWealth #PlanForTomorrow #MoneyTips 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.

Thrivent logo

Copyright: © 2025 Thrivent. All rights reserved.