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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?
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Our Christmas tree this year was just a sapling last year. It was watered and nurtured and cared for, and look at how much it grew! Your financial plan is a lot like this! The old adage, “the best time to plant a tree was yesterday; the next best time is today” is true for making a change to spending and savings habits. For more control and planning in 2026, let’s connect!
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What do you think about receiving handwritten cards? - ❤️ Love ‘em! It’s personal and a lost art! -🤷🏻‍♀️ Meh. It’s nice but I would not care either way. - 👩🏻‍💻 Email is just as fine. - 📨 You assume it’s a bill and don’t even open cards. I love getting and writing cards but I would love to see your comments!
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This picture has a SCENT. An aroma of nostalgia and Christmas and freshness and life. It’s incredible! Thank you @Thrivent for the amazing wreath- it looks and smells beautiful! 🎁
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Psalm 100:4 – “Enter his gates with thanksgiving…” A thankful heart leaves a legacy of peace, generosity, and purpose. 🌿 What kind of financial legacy are you building for the next generation? ⛪ #FaithandFinance
📈 Valuation Is More Than Revenue Culture, systems, and recurring income all drive buyer interest. Owners: What makes your business valuable beyond the numbers? #ProfitWithPurpose 💼 Disclosures: thrivent.com/social