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

Thrivent Market & Economic update

In case you missed it… Use the link below to watch Thrivent’s Economic & Market Update, hosted last week. It’s a non-political, level-headed discussion about tariffs, uncertainty, the possibility of a recession, and so much more (scary stuff, I know). Most importantly, learn how they do or don’t impact your portfolio as an individual investor and how we can plan to weather this storm. Give it a watch, and feel free to give me a call or send a DM with any questions or thoughts! Watch here: https://bit.ly/3GkXbYa See thrivent.com/social for important disclosures.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

Image VIEW MORE +
Image

How to invest during a market downturn

Wondering if and how your investment portfolio needs to change during market downturn? While it’s important to not derail your longer-term investing goals by making large changes to your investment mix, there are investment options you can consider that tend to hold up even in downward economic times. ⬇️

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

Image VIEW MORE +
Image

Thrivent Social Media Privacy Policy, Guidelines, Disclosures & Disclaimers

I recently spoke with a client about their charitable gift planning. This couple knew they wanted to leave a legacy gift after they passed but also wanted the flexibility to make various donations during their lifetime. We created a plan to do just that! The best part? Ownership is set to pass to their children and grandchildren, allowing their family's generosity to continue growing and thriving for generations. They are ensuring that this core value remains front and center for their family long after they're gone. Your legacy can be more than just dollars and cents. #Generosity #CharitableGiving #FinancialPlanning #Thrivent See thrivent.com/social for important disclosures.

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

Image Read Post
Image

💘 Cupid’s Guide to Wealth Building: Love Your Money, Grow Your Future 💵 Ready to fall in love with the idea of a secure financial future? It all starts with understanding the key principles of wealth building—and I’m here to guide you every step of the way. 💕 Here’s Cupid’s advice for setting your finances on the path to success: Set Your Heart on Saving 💖 – Just like any great love, your savings should be nurtured and grown over time. Set aside a little every month and watch your future bloom. 🌸 Date Your Investments 💘 – Commit to smart investments that will make your money work for you. From stocks to real estate, there’s a perfect match waiting for you. Spread the Love (Diversify) 💕 – Spread your wealth across different investments, so your love for financial security never fades. Variety is the spice of a strong financial relationship! 🌍 Cut the Heartbreak (Pay Off Debt) 💔➡️❤️ – Say goodbye to the high-interest debt that weighs you down. Free yourself to focus on building a future of financial freedom. There are many types of accounts and financial products available—whether it’s a retirement account, brokerage account, or real estate investment. Choosing the right ones depends on your goals, timeline, and risk tolerance. That’s why meeting with a financial advisor is key. Together, we’ll decide which products best serve your needs and set you up for success. 💡 Pro Tip: Wealth-building is a long-term commitment. Let’s create a plan that grows with you! I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding

Image

💘 Cupid’s Guide to Wealth Building: Love Your Money, Grow Your Future 💵 Ready to fall in love with the idea of a secure financial future? It all starts with understanding the key principles of wealth building—and I’m here to guide you every step of the way. 💕 Here’s Cupid’s advice for setting your finances on the path to success: Set Your Heart on Saving 💖 – Just like any great love, your savings should be nurtured and grown over time. Set aside a little every month and watch your future bloom. 🌸 Date Your Investments 💘 – Commit to smart investments that will make your money work for you. From stocks to real estate, there’s a perfect match waiting for you. Spread the Love (Diversify) 💕 – Spread your wealth across different investments, so your love for financial security never fades. Variety is the spice of a strong financial relationship! 🌍 Cut the Heartbreak (Pay Off Debt) 💔➡️❤️ – Say goodbye to the high-interest debt that weighs you down. Free yourself to focus on building a future of financial freedom. There are many types of accounts and financial products available—whether it’s a retirement account, brokerage account, or real estate investment. Choosing the right ones depends on your goals, timeline, and risk tolerance. That’s why meeting with a financial advisor is key. Together, we’ll decide which products best serve your needs and set you up for success. 💡 Pro Tip: Wealth-building is a long-term commitment. Let’s create a plan that grows with you! I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding

Image Read Post
Image

💖 It’s Time to Define the Relationship: Are You Committed to Your Finances? 💸Are you just casually budgeting, or are you in a long-term, committed relationship with your money? 💍💰 If you had to give it a label, where do you and your money stand today? "It's Complicated" 💔 – You’re not sure where your money is going, and your budget feels like an ex you’re still trying to figure out. I can help you work through the confusion and create a clear, actionable plan. "Single and Loving It" 💃 – You’ve got your finances under control all by yourself and you are living your best life. It’s time to move from solo saving to serious investing! You may not want to commit the time and energy to figuring out the stock market on your own. Let’s take it to the next level and make your money work harder for you. "In a Committed Relationship" 💑 – You’re already budgeting and saving, but maybe you’re ready to take the leap to long-term financial goals like retirement, real estate, or college savings. Let’s keep building this relationship for a secure future. "Married to Money" 💍 – You’ve got it all figured out and your financial strategy is locked in place. But hey, even the best relationships need a check-in every now and then. Let’s review your plan and make sure it’s still working for you! Pro Tip: Whether you’re just getting started or you’re ready to make a lifelong commitment to your money, a financial advisor can help you define and strengthen your financial relationship. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FirstDateWithYourFinances #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding

Image

💖 It’s Time to Define the Relationship: Are You Committed to Your Finances? 💸Are you just casually budgeting, or are you in a long-term, committed relationship with your money? 💍💰 If you had to give it a label, where do you and your money stand today? "It's Complicated" 💔 – You’re not sure where your money is going, and your budget feels like an ex you’re still trying to figure out. I can help you work through the confusion and create a clear, actionable plan. "Single and Loving It" 💃 – You’ve got your finances under control all by yourself and you are living your best life. It’s time to move from solo saving to serious investing! You may not want to commit the time and energy to figuring out the stock market on your own. Let’s take it to the next level and make your money work harder for you. "In a Committed Relationship" 💑 – You’re already budgeting and saving, but maybe you’re ready to take the leap to long-term financial goals like retirement, real estate, or college savings. Let’s keep building this relationship for a secure future. "Married to Money" 💍 – You’ve got it all figured out and your financial strategy is locked in place. But hey, even the best relationships need a check-in every now and then. Let’s review your plan and make sure it’s still working for you! Pro Tip: Whether you’re just getting started or you’re ready to make a lifelong commitment to your money, a financial advisor can help you define and strengthen your financial relationship. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FirstDateWithYourFinances #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding

Image Read Post
Image

Fall in Love With Your Money by Valentines Day💖 💖 Share the Love: The Importance of Generosity 💝 True love isn’t just about what we receive—it’s also about what we give. When it comes to finances, generosity is one of the most rewarding acts of all. 🌟 Here’s why sharing the love is a key part of your financial journey: The Power of Giving Back 🎁 – Giving not only helps others but also brings joy and fulfillment. Whether it's charity, helping a loved one, or supporting a cause, generosity fuels a sense of purpose. Boost Your Own Happiness 😊 – Studies show that giving can increase happiness and improve mental well-being. When you share your resources, you create positive energy that circles back to you. Building a Legacy of Love 💌 – Generosity leaves a lasting legacy. Whether you’re setting up a charity fund, contributing to a family member’s education, or investing in a cause, your giving is a part of the legacy you create for future generations. 🌱 Financial Balance ⚖️ – Generosity, when balanced with your financial goals, can enhance your overall financial well-being. A healthy relationship with money includes both enjoying it and using it to lift others. Pro Tip: The key to sustainable generosity is planning. Let’s discuss how you can incorporate giving into your financial plan without compromising your own goals. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #ShareTheLove #Generosity #GivingBack #FinancialWellBeing #LegacyOfLove #FinancialAdvisor #WealthWithPurpose

Image

Fall in Love With Your Money by Valentines Day💖 💖 Share the Love: The Importance of Generosity 💝 True love isn’t just about what we receive—it’s also about what we give. When it comes to finances, generosity is one of the most rewarding acts of all. 🌟 Here’s why sharing the love is a key part of your financial journey: The Power of Giving Back 🎁 – Giving not only helps others but also brings joy and fulfillment. Whether it's charity, helping a loved one, or supporting a cause, generosity fuels a sense of purpose. Boost Your Own Happiness 😊 – Studies show that giving can increase happiness and improve mental well-being. When you share your resources, you create positive energy that circles back to you. Building a Legacy of Love 💌 – Generosity leaves a lasting legacy. Whether you’re setting up a charity fund, contributing to a family member’s education, or investing in a cause, your giving is a part of the legacy you create for future generations. 🌱 Financial Balance ⚖️ – Generosity, when balanced with your financial goals, can enhance your overall financial well-being. A healthy relationship with money includes both enjoying it and using it to lift others. Pro Tip: The key to sustainable generosity is planning. Let’s discuss how you can incorporate giving into your financial plan without compromising your own goals. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #ShareTheLove #Generosity #GivingBack #FinancialWellBeing #LegacyOfLove #FinancialAdvisor #WealthWithPurpose

Image Read Post
Image

Your First Date with Your Finances💸 In honor of Valentines Day coming up, let's talk about how you can fall in love with your money! ❤️ A "first date" with your finances is all about getting to know each other —your income, your expenses, and setting goals for the future. 📊✨ Like any first date, you may find some quirks you didn't know about or a few BIG 🚩 red flags 🚩... but unlike that terrible match from a dating app, you can't ignore your finances forever. What does this actually look like? ❤️ It's a date! Set aside a couple of hours for this and show up as the best version of yourself. ❤️ Get clear on your goals. Make at least one short-, medium-, and long-term goal. ❤️ Look at your account statements and find out if you're happy with where your money is going. ❤️ Be honest with yourself and your spending. ❤️ If that sounds too scary to do by yourself - these are the kind of conversations I have with clients every day. DM me and we can set up a complementary first session! Pro Tip: It’s all about the foundation. Start simple, be honest, and let’s build a plan you're in love with. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FirstDateWithYourFinances #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding

Image

Your First Date with Your Finances💸 In honor of Valentines Day coming up, let's talk about how you can fall in love with your money! ❤️ A "first date" with your finances is all about getting to know each other —your income, your expenses, and setting goals for the future. 📊✨ Like any first date, you may find some quirks you didn't know about or a few BIG 🚩 red flags 🚩... but unlike that terrible match from a dating app, you can't ignore your finances forever. What does this actually look like? ❤️ It's a date! Set aside a couple of hours for this and show up as the best version of yourself. ❤️ Get clear on your goals. Make at least one short-, medium-, and long-term goal. ❤️ Look at your account statements and find out if you're happy with where your money is going. ❤️ Be honest with yourself and your spending. ❤️ If that sounds too scary to do by yourself - these are the kind of conversations I have with clients every day. DM me and we can set up a complementary first session! Pro Tip: It’s all about the foundation. Start simple, be honest, and let’s build a plan you're in love with. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FirstDateWithYourFinances #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding

Image Read Post
Image

Celebrate Your Wins & Stay on Track in 2025 🎉💸 I started paying extra on my mortgage every month. I was so excited, expecting the balance to drop dramatically. But each time I logged in, it felt like nothing was changing—just a tiny dent. 😓 Then, I checked the payoff date, and *that’s* where I saw the magic. ✨ I'm now on track to pay if off YEARS ahead of schedule, all thanks to a couple hundred extra dollars a month. That moment reminded me that even when progress feels slow, consistency is working behind the scenes to create big results. 🌟 Celebrate Wins (Big & Small) - Paid off a credit card? 🎉 Incredible! - Stuck to your budget this week? 🙌 High five! - Put extra money into your emergency fund? 👏 You’re crushing it! 🗓️ Check-In Regularly Make it a habit to review your progress: - Review your budget 📊 - Track your savings goals 💰 - Check long-term metrics like payoff dates 🔄 Progress isn’t always obvious, but over time, those little wins add up to something huge. By celebrating every step and creating regular check-ins, you’ll stay motivated and on track to achieve your goals. What’s one win you’re celebrating this week? Let’s hear it—I’m cheering you on! 🥳 I help people get to know their money and feel empowered on their financial journey. 💪 Let’s work together—DM me! See thrivent.com/social for important disclosures. #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

Image

Celebrate Your Wins & Stay on Track in 2025 🎉💸 I started paying extra on my mortgage every month. I was so excited, expecting the balance to drop dramatically. But each time I logged in, it felt like nothing was changing—just a tiny dent. 😓 Then, I checked the payoff date, and *that’s* where I saw the magic. ✨ I'm now on track to pay if off YEARS ahead of schedule, all thanks to a couple hundred extra dollars a month. That moment reminded me that even when progress feels slow, consistency is working behind the scenes to create big results. 🌟 Celebrate Wins (Big & Small) - Paid off a credit card? 🎉 Incredible! - Stuck to your budget this week? 🙌 High five! - Put extra money into your emergency fund? 👏 You’re crushing it! 🗓️ Check-In Regularly Make it a habit to review your progress: - Review your budget 📊 - Track your savings goals 💰 - Check long-term metrics like payoff dates 🔄 Progress isn’t always obvious, but over time, those little wins add up to something huge. By celebrating every step and creating regular check-ins, you’ll stay motivated and on track to achieve your goals. What’s one win you’re celebrating this week? Let’s hear it—I’m cheering you on! 🥳 I help people get to know their money and feel empowered on their financial journey. 💪 Let’s work together—DM me! See thrivent.com/social for important disclosures. #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

Image Read Post
Image

Build Your Dream Team for a 2025 Financial Reset 🏆💼 It’s time to assemble your financial Dream Team—the 2025 version of the basketball legends (but with calculators and contracts instead of slam dunks 🏀💰). Here's who should make your roster: 📈 Financial Advisor – The point guard of your money, helping you plan, invest, and crush your goals. 👨‍⚖️ Attorney – Your defense specialist, protecting your assets and handling estate planning. 📊 Tax Preparer or Accountant – The playmaker, finding ways to maximize deductions and keep Uncle Sam off your back. 💵 ✨ Additional All-Stars: 🏠 Real Estate Agent – The sharpshooter who helps you score your dream home. 💊 Insurance Agent – Your go-to for covering every base, from health to home. 🧠 Therapist or Money Coach – Your mindset coach, making sure you stay in the game mentally and emotionally. 🌟 Don’t forget your biggest fans: Surround yourself with friends and family who hype you up and support your financial goals. Everyone needs a solid bench squad cheering them on! This year, you’re not just playing to win the game—you’re going for gold. 🏆 Who’s making your Dream Team for 2025? Let me know! 💬 I help people get to know their money and feel empowered on their financial journey. 💪 Let’s work together—DM me! See thrivent.com/social for important disclosures. #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

Image

Build Your Dream Team for a 2025 Financial Reset 🏆💼 It’s time to assemble your financial Dream Team—the 2025 version of the basketball legends (but with calculators and contracts instead of slam dunks 🏀💰). Here's who should make your roster: 📈 Financial Advisor – The point guard of your money, helping you plan, invest, and crush your goals. 👨‍⚖️ Attorney – Your defense specialist, protecting your assets and handling estate planning. 📊 Tax Preparer or Accountant – The playmaker, finding ways to maximize deductions and keep Uncle Sam off your back. 💵 ✨ Additional All-Stars: 🏠 Real Estate Agent – The sharpshooter who helps you score your dream home. 💊 Insurance Agent – Your go-to for covering every base, from health to home. 🧠 Therapist or Money Coach – Your mindset coach, making sure you stay in the game mentally and emotionally. 🌟 Don’t forget your biggest fans: Surround yourself with friends and family who hype you up and support your financial goals. Everyone needs a solid bench squad cheering them on! This year, you’re not just playing to win the game—you’re going for gold. 🏆 Who’s making your Dream Team for 2025? Let me know! 💬 I help people get to know their money and feel empowered on their financial journey. 💪 Let’s work together—DM me! See thrivent.com/social for important disclosures. #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

Image Read Post
Image

Your Sign to Declutter Your Finances 🧹💸 I forgot about a credit card... 😬 A couple of years ago, I woke up in full-on panic mode because I had a terrible feeling 😳—I suddenly remembered I had a credit card I hadn’t checked in forever. No clue about the balance, let alone the last time I made a payment! After resetting the password (and holding my breath), I found a small balance with interest creeping in. Luckily, it was only a couple of dollars from a Starbucks run ☕, but it could’ve been so much worse. Here’s how I declutter my finances now: ✅ Close unnecessary accounts – fewer accounts, fewer headaches! ✅ Carry fewer cards – streamlined and stress-free. ✅ Go paperless – digitizing everything is a lifesaver. 🗂️ ✅ Automate savings – non-negotiable deposits = future peace. 💰 This year, I’m focused on creating clarity and peace in my finances. ✨ How about you? I help people get to know their money and feel empowered on their financial journey. 💪 Let’s work together—DM me! See thrivent.com/social for important disclosures. #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

Image

Your Sign to Declutter Your Finances 🧹💸 I forgot about a credit card... 😬 A couple of years ago, I woke up in full-on panic mode because I had a terrible feeling 😳—I suddenly remembered I had a credit card I hadn’t checked in forever. No clue about the balance, let alone the last time I made a payment! After resetting the password (and holding my breath), I found a small balance with interest creeping in. Luckily, it was only a couple of dollars from a Starbucks run ☕, but it could’ve been so much worse. Here’s how I declutter my finances now: ✅ Close unnecessary accounts – fewer accounts, fewer headaches! ✅ Carry fewer cards – streamlined and stress-free. ✅ Go paperless – digitizing everything is a lifesaver. 🗂️ ✅ Automate savings – non-negotiable deposits = future peace. 💰 This year, I’m focused on creating clarity and peace in my finances. ✨ How about you? I help people get to know their money and feel empowered on their financial journey. 💪 Let’s work together—DM me! See thrivent.com/social for important disclosures. #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

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.