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News and Insights

To our amazing clients: thank you for living so generously! These incredible impact numbers reflect the time, talents, and resources you’ve contributed over the years. From volunteer hours to financial support, the difference you’ve made is real and inspiring. If you haven’t already, consider applying for a Thrivent Action Team to support a cause you care about. And don’t forget to direct your Thrivent Choice Dollars. Every contribution makes a meaningful impact! #LiveGenerously #ThriventActionTeams #ThriventChoice #CommunityImpact See thrivent.com/social for important disclosures.

Please join us in wishing a very Happy Birthday to our amazing Investment Analyst, Joe Dobson! 🎂 🎈 Joe, your dedication and talent are truly appreciated. May this year bring you all the success, happiness, and adventure you can imagine. Enjoy every moment of your day! 🥳

Happy Independence Day! Today, we come together to celebrate our shared freedom and the diverse communities that make our nation strong. Wishing you a day filled with gratitude, joy, and celebration.

Our offices will be closed on Friday July 4th, in observance of Independence Day. We will resume regular operations on Monday July 7th and look forward to serving you then.

☀️ Summer is here! Use a Thrivent Action Team to brighten someone’s day. Whether it’s organizing a park cleanup or a summer camp supply drive, we’ve got your back. Get started: thrivent.com/actionteam. #SummerOfService

Our Qtr. 2 Newsletter is here! From team updates and summer office hours to helpful tax tips and local hidden gems — you won’t want to miss this issue! - Get to know our Operations Manager, Lindsay Kimbrell - Mark your calendar with key summer dates - Catch a recap of our latest Business Planning session - See what music is getting our team through the workday Dive in and see what’s new at Purpose Driven Wealth: https://www.thrivent.com/literature/pdw-newsletter.pdf See thrivent.com/social for important disclosures.

On Juneteenth, we celebrate freedom, community, and culture. Let us use this day as an opportunity to listen, learn, and grow together as we work toward a more just and equitable society.

Our Client Service Coordinator, Peyton, recently completed a Thrivent Cause Kit and assembled solar lights in just 30 minutes — making a powerful impact in communities around the world! 💡🌍 Thrivent partners with organizations like Wine To Water, which provides clean water solutions, and SolarBuddy, which tackles energy poverty through sustainable lighting. These thoughtfully designed kits ensure your time and effort go directly where it's needed most. If you're a Thrivent client and want to participate, just log into Thrivent.com, click on the Generosity tab, and select Thrivent Cause Kit. Everything you need is shipped to you, and return postage is included. It’s a simple way to live generously — and inspire others to do the same. See thrivent.com/social for important disclosures.

Our offices will be closed on Thursday June 19th, in observance of Juneteenth. We will resume regular operations on Friday June 20thand look forward to serving you then.

There is still time! On June 13, we invite you to A Lifetime Gift workshop. Learn the importance of preparing for the future with Shelly Halverson. This event is a game-changer, offering you the tools to ensure your loved ones have the information they need when it matters most. At this free event you will receive a complimentary resource binder to capture all of the important information to share with your loved ones. Register now at https://bit.ly/PDW0613. No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. For more information visit Thrivent.com/social.

We are taking some time for internal business planning on Thursday June 12th. Our office hours will vary. We will not be available in-person, but please leave a voicemail or email us and we will get back to you as soon as we can.

And that’s a wrap on Meet the Team Monday (for now)! 🎉 Over the past few weeks, we’ve had a blast sharing more about each team member—because at Purpose Driven Wealth, we believe relationships matter. Thank you for following along! If you missed any introductions, scroll back through our feed to meet the whole team. Which fun fact surprised you the most? Let us know in the comments! #MeetTheTeamMonday #GetToKnowUs #PurposeDrivenWealth #WhereMoneyMeansMore See thrivent.com/social for important disclosures.

Saving doesn’t have to be complicated! Here are a few tips to get started: - Distinguish Needs from Wants: Focus your spending on essentials and save where you can. - Set SMART Goals: Create savings goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. - Pay Yourself First: Save 20% of your income before handling other expenses. - Automate Your Savings: Schedule automatic transfers to your savings account every payday. - Review Subscriptions: Cancel unused services to free up extra funds. With small, consistent changes, you can make a big impact on your financial future! Read more tips here: https://www.thrivent.com/insights/budgeting-saving/how-to-save-money?email= See thrivent.com/social for important disclosures.

👋 Meet Lotem! 👋 This week on Meet the Team Monday, we’re introducing Lotem, our Director of Investment Operations! About Lotem: With a Master’s in Finance from CU Denver and a Chartered Financial Analyst (CFA) designation, Lotem leads our brokerage operations and research division. His expertise in asset allocation and risk management helps ensure clients' portfolios align with their long-term goals. He’s also built efficient operational systems managing hundreds of millions of dollars—talk about impact! 💡 Fun Facts About Lotem: ➡️ Born in: Israel, bringing a global perspective to his work and life ➡️ Creative background: Holds a BFA in Film Studies and enjoys analyzing cinema ➡️ Passions outside of finance: Cooking, trying new recipes, and fitness ➡️ Exciting life update: He and his wife are expecting their first child! Lotem’s dedication to financial strategy—and his appreciation for a well-crafted film—makes him an invaluable part of our team. #MeetTheTeamMonday #GetToKnowUs #PurposeDrivenWealth #WhereMoneyMeansMore See thrivent.com/social for important disclosures.

Don't miss out on our free upcoming workshop on June 13. Shelly Halverson, a Certified Celebrant, will guide you through creating a living document for your future. Ensure your loved ones have all the necessary information when they need it. At the event, you will receive a complimentary resource binder. Register today at https://bit.ly/PDW0613. No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. For more information visit Thrivent.com/social.

👋 Meet Joe! 👋 This week’s Meet the Team Monday spotlight is on Securities Support Associate, Joe! About Joe: Joe specializes in brokerage operations, portfolio management, and trade execution, helping our advisors provide top-tier solutions for clients. With Series 7 and 66 licenses, he has a strong foundation in securities analysis and a passion for helping clients navigate the investment world with confidence. His keen market insights and strategic approach play a key role in our team’s success. 💡 Fun Facts About Joe: ➡️ Passionate about: Running, weightlifting, and staying active ➡️ Favorite way to relax: Watching or playing soccer ➡️ Ideal weekend: Exploring a new hiking trail with friends and family ➡️ Best part of his job: Helping advisors build strong, well-managed portfolios for their clients We’re lucky to have Joe’s expertise and energy on our team! Check back next Monday to meet our Director of Investment Operations, Lotem Sella! #MeetTheTeamMonday #GetToKnowUs #PurposeDrivenWealth #WhereMoneyMeansMore See thrivent.com/social for important disclosures.

This Memorial Day, let us come together as a community to honor and remember the fallen heroes who gave their lives in defense of our nation. Their sacrifice unites us in gratitude and respect.

Our offices will be closed on Monday, May 26th, in observance of Memorial Day. We will resume regular operations on Tuesday, May 27th and look forward to serving you then.

🌸 May is all about blooming possibilities! Thrivent Action Teams give you the resources to help your community thrive. Plan your project now: thrivent.com/actionteam. #MayKindnessBloom

👋 Meet Lindsay! 👋 This week on Meet the Team Monday, we’re excited to introduce Lindsay, our Operations Manager! About Lindsay: Since joining Purpose Driven Wealth in 2018, Lindsay has been a driving force behind our practice’s operations. Working remotely from Texas, she brings a strategic and detail-oriented approach to managing staff and business operations, all while ensuring an exceptional client experience. A proud Texas Tech University graduate and licensed life and health professional, Lindsay blends industry expertise with a passion for efficiency—keeping our practice running smoothly and our clients well-supported. 💡 Fun Facts About Lindsay: ➡️ Proud Texan: Lives in Texas with her husband, Chuck, and their three daughters — Harper, Harley, and Hadley ➡️ Favorite family traditions: Cooking new recipes, family movie nights, and making memories with extended family ➡️ Passionate about: Creating meaningful experiences and strong connections — both at home and in her work ➡️ Secret to her success: Organization, efficiency, and a whole lot of heart ❤️ Lindsay’s dedication to our team and clients is unmatched, and we’re grateful for all she does! Check back next Monday to meet our Investment Analyst, Joe Dobson! #MeetTheTeamMonday #GetToKnowUs #PurposeDrivenWealth #WhereMoneyMeansMore See thrivent.com/social for important disclosures.