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Smiling big because I get to do work that truly matters—and because at Thrivent, money really does mean more 😊 Grateful for the chance to serve clients with purpose and heart every day ✨
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“An intelligent heart acquires knowledge, and the ear of the wise seeks knowledge.” Proverbs 18:15 AKA knowledge is POWER! 👊
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One of my favorite moments at BDC was spending time with Molly Bruce—rocking her tiara after absolutely shining on the Women’s Panel 👑✨ She’s amazing, inspiring, and someone I’ve been lucky to cheer on (and be cheered on by!) for the past three years. So grateful for friendships like this in our Thrivent community!
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I’ve heard this a LOT: “I’ll sell when I’m ready” But guess what? Buyers purchase when they’re ready. Your best defense? Exit Planning. It’s PRESENT TENSE: books clean, processes documented, key person risk reduced. Readiness = negotiating power. 🧾🧠 #WhereMoneyMeansMore #CEPA #ExitPlanningIsPresentTense #BusinessOwner #VirginiaBusiness #SmallBusiness #Legacy #RVA See thrivent.com/social for important disclosures.
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“Listen to advice and accept instruction, that you may gain wisdom in the future.” Proverbs 19:20 Let’s be wise with your finances…together.
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✨ Feeling all the conference buzz! ✨ I’m heading to Thrivent’s BDC conference tomorrow, and I’m way too excited not to share. Can’t wait to see Molly Bruce again — she brings the best energy to every conversation! Plus, I’m looking forward to reconnecting with so many great Thrivent advisors who make this community feel like a big, purpose‑driven family. If you see me, say hi! I’ll be the one juggling a sparkling water, notebooks, and an overly enthusiastic smile. 😄☕ Here’s to new ideas, fresh inspiration, and a whole lot of laughs along the way! #WhereMoneyMeansMore #BusinessOwner See thrivent.com/social for important disclosures.
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“Without counsel plans fail, but with many advisers they succeed.” Proverbs 15:22 Let’s make your plans succeed in 2026!
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“Someday” is not a date! Attention Business owners: “Someday” isn’t on the calendar 📅. If you want work to pay you after you stop working, start your exit plan now. A 20 minute checkup can reveal quick wins. ✨ A Certified Exit Planning Advisor (like me!) has a methodology that you want to hear about. #WhereMoneyMeansMore #CEPA #ExitPlanningIsPresentTense #BusinessOwner #VirginiaBusiness #SmallBusiness #Legacy #RVA See thrivent.com/social for important disclosures.
Make a difference with your money | Thrivent
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.
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Proverbs 19:20 ESV “Listen to advice and accept instruction, that you may gain wisdom in the future” Financial advice is not just for the already-retired or wealthy; everyone deserves a plan!
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Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter. As a Certified Exit Planning Advisor (CEPA), I am here to help! Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. If you're thinking about your transition strategy, let's connect and walk through your options-step by step. See thrivent.com/social for important disclosures.
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Happy New Years Eve! “Therefore, if anyone is in Christ, the new creation has come: The old has gone, the new is here!” -2 Cor 5:17
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"For there is born to you this day in the city of David a Savior, who is Christ the Lord." -Luke 2:11
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Merry Christmas (almost!). Yes, that’s a bear. A real one. Gatlinburg was full of 🐻 sightings! I was just on that same staircase 5 minutes earlier! I gotta wonder- how did this bear know how to fish? How to hunt? How to climb trees? Oh yeah…someone taught her. So, how do you know how much life insurance you need? How much should be pre-tax vs Roth? How much you need for retirement? Oh yeah…someone should TEACH you!!! January appointments now available. Let’s connect!
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The road, or bridge, to retirement can be long and scary. You may wobble or shake from time to time. But keep going. Keep putting one foot in front of the next. It’s worth it to plan. It’s worth it to reach that goal! 🌉
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I had the BEST day planning out my 2026 events! Thrivent is the only company with an engagement leader like Anna, to help us spread generosity! #feelingblessed #excitedfor2026
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This sign in a Gatlinburg restaurant is POWERFUL! Money can be an uphill battle. What keeps you up at night? A lot of us have work to do on our foundation- emergency savings, protection, and planning for a sickness or injury. If this is you, let’s talk. January appointments now available.
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Luke 16:10 – “Whoever can be trusted with very little can also be trusted with much." Stewardship starts with small decisions. 🔍 ⛪ #FaithandFinance
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Our Thrivent Action Team packing blessing bags for the Ronald McDonald House a few weeks ago was a huge hit! What charity is special to you, and how are they in need this season?