Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.
Financial literacy for teens: 6 lessons about money managementOne of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️
Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust.
Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion.
Learn more about your options: https://bit.ly/3VZ6FNl
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
Most people don't have a money problem. They have a strategy problem.
I've spent over a decade at the intersection of business, strategy, and technology — and it taught me that lesson in almost every setting imaginable.
Healthcare. AI. Financial services. Travel. Work that carried me across North America and EMEA, including a four-year assignment living and working across Dubai, Abu Dhabi, and Kuwait. Add international residencies in China, Russia, India, the UAE, and the UK, a Duke MBA, and my PMP along the way.
Different industries. Different countries. Different cultures and languages. But everywhere I went, the same pattern showed up: smart, hardworking people making major decisions that never quite connected into one plan. Investments in one corner. Taxes in another. Protection and legacy somewhere else entirely.
Not a lack of income. A lack of strategy tying it all together.
That's the gap I've decided to close.
Today, I'm a Financial Advisor with Thrivent, helping individuals and families connect the pieces — aligning their financial decisions with the goals, values, and future they actually care about. Same discipline I brought to boardrooms and global initiatives, now pointed at real people and real lives.
If your money's working but your plan isn't, let's talk.
For disclosure information, see Thrivent.com/social.
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