Discover the gift no one wants to talk about but could be the best present ever! Learn how to prepare for the “what ifs” of life with expert Shelly Halverson. Mark your calendar for this free workshop called A Lifetime Gift. At the event, you will receive a complimentary resource binder to capture all the important information to share with your loved ones. We'd love for you to join us. 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 Jesse! 👋
This week on Meet the Team Monday, we’re excited to introduce Associate, Jesse!
About Jesse:
Jesse graduated from Colorado State University in 2022 with a degree in Finance and has a passion for helping clients achieve their financial goals. As a key part of our team, he supports financial advisors by assisting with financial planning, portfolio management, and client strategy development. His detail-oriented approach ensures that clients receive personalized and well-structured financial guidance to secure their futures.
💡 Fun Facts About Jesse:
➡️ Outdoor enthusiast: Snowboarding, paddleboarding at Horsetooth, and hiking scenic trails
➡️ Favorite way to unwind: Cooking and hosting meals for friends and family
➡️ Life at home: Lives with his girlfriend, Audrey, and enjoys playing board games and exploring new restaurants
➡️ Always looking for: The next great adventure—whether in the mountains, on the water, or in the kitchen
Jesse’s dedication to financial planning and love for adventure make him an incredible asset to our team. Check back next Monday to meet our Client Service Coordinator, Peyton Esposito!
#MeetTheTeamMonday #GetToKnowUs #PurposeDrivenWealth #WhereMoneyMeansMore
See thrivent.com/social for important disclosures.
We kicked off the year strong with our Quarter 1 Business Planning session! From diving into the evolving world of AI to revisiting our Team Core Values, we took time to reflect, learn, and gear up for Quarter 2. A big thank you to our business coach, Drew, for guiding us through strategic goal setting.
Outside the office, we gave back by volunteering at Serve 6.8, helping organize food and clothing at their warehouse — a great reminder of the impact we can make in our community. We wrapped up the day with some friendly competition at Top Golf!
#TeamBuilding #BusinessPlanning #QuarterlyGoals #Serve68 #TopGolfFun
See thrivent.com/social for important disclosures.
We’re so proud of Clint and Lotem for sharing their valuable insights at the Front Range Area – Spring Impact Meeting in Black Hawk, CO!
Their thoughtful strategies and real-world experience on growing practices and deepening client relationships made for an impactful discussion. We’re also incredibly appreciative of Zac Kibby, who continues to speak positively about our work and collaborate with us in such meaningful ways.
It’s always a pleasure to work alongside such dedicated financial advisors who help elevate our work and contribute to events that bring advisors together.
See thrivent.com/social for important disclosures.
👋 Meet Danny! 👋
This week on Meet the Team Monday, we’re introducing Danny, a Thrivent Associate at Purpose Driven Wealth.
Danny is a graduate of Colorado State University with a degree in Economics. As a financial advisor, he thrives on simplifying complex financial concepts, ensuring clients feel confident in their financial plans. With various securities registrations and insurance licenses, Danny is passionate about helping clients implement generosity-driven strategies for long-term success. And if there's a spreadsheet involved? Even better!
💡 Fun Facts About Danny:
➡️ Hometown: Sterling, Colorado
➡️ Favorite family tradition: Watching Survivor with his wife, Jaime, and daughter, Sophia
➡️ Hobbies: Golfing, cycling, visiting breweries, and diving into books on obscure German history
➡️ A quirky question he once asked ChatGPT: "If you could have a conversation with a toaster, what would you ask it?"
Danny brings a thoughtful and analytical approach to our team, and we’re grateful to have him! Stay tuned next Monday to meet our Paraplanner, Jesse Doke!
#MeetTheTeamMonday #GetToKnowUs #PurposeDrivenWealth #WhereMoneyMeansMore
See thrivent.com/social for important disclosures.
Did you know that in the United States, over 400,000 children are in foster care? And sadly, many of these children face significant challenges, including abuse, neglect, and trauma.
That's why we are so passionate about supporting foster, adoptive, and kinship families. These families provide loving homes and stable environments for children who have experienced unimaginable hardships. They deserve our support and admiration.
We are proud to be a part of the Step Up for Families 400,000 Step Challenge, a fundraiser that supports Finally Home, a nonprofit organization dedicated to providing foster, adoptive, and kinship families with the tools they need to build healthy homes where kids can heal.
Together, we can make a difference in the lives of these children and families. There is still time to join the challenge and walk with us or donate.
Donate here: https://finallyhome.rallyup.com/finallyhome/t/b8d294
#finallyhome #stepupforfamilies #fostercare #adoption #kinshipfamilies #kinship
🌱 Spring into action with Thrivent! April is the season of growth—plant kindness in your community with a Thrivent Action Team. Apply today and make a difference: thrivent.com/actionteam. #SpringIntoGenerosity
👋 Meet Alyssa! 👋
This week on Meet the Team Monday, we’re excited to introduce Alyssa, one of our Associates!
Born and raised in Omaha, Nebraska, Alyssa made her way to Colorado State University, where she earned her degree in Business Administration with a double concentration in Financial Planning and Accounting. Her passion for learning led her to complete a Master’s of Accountancy with a specialization in Taxation—giving her a well-rounded perspective on financial strategy.
Alyssa started at Purpose Driven Wealth as a Paraplanner, refining her expertise before stepping into her role as a Financial Advisor. She thrives on educating clients, guiding them through life’s exciting milestones and unexpected challenges. For Alyssa, financial planning isn’t just about numbers—it’s about building lasting relationships and helping clients feel confident every step of the way.
💡 Fun Facts About Alyssa:
➡️ Golfer at heart: Picked up the sport as a kid and recently rekindled her love for the game ⛳
➡️ Beach lover: If there’s sand and sun, she’s happy! 🌊☀️
➡️ Puzzle pro: Escape rooms, 1,000-piece puzzles, and suspense thrillers keep her mind sharp
➡️ Sweet tooth alert: If you need a dessert recommendation, she’s your go-to 🍪🍰
Alyssa’s mix of expertise, care for clients, and fun-loving personality make her an incredible asset to our team! Check back next Monday to meet our Service Advisor, Danny Sonnenberg!
#MeetTheTeamMonday #GetToKnowUs #PurposeDrivenWealth #WhereMoneyMeansMore
See thrivent.com/social for important disclosures.
🌸🐣 Happy Easter! 🐣🌸
Wishing you a joyful and blessed Easter filled with love, renewal, and plenty of chocolate! May your day be filled with family, laughter, and the hope of new beginnings. 🐰💐✨
How are you celebrating today? Share your Easter traditions in the comments!
#HappyEaster #EasterJoy #SpringRenewal
On this Good Friday, we pause to reflect on the sacrifice and love that this day represents. May it be a time of peace, gratitude, and spiritual reflection for all who observe.
Our offices will be closed on Friday April 18th, in observance of Good Friday. We will resume regular operations on Monday April 21st and look forward to serving you then.
👋 Meet Clint! 👋
This week on Meet the Team Monday, we’re introducing Wealth Advisor, Clint, who is our Managing Partner of Purpose Drive Wealth, a financial services practice of Thrivent.
Clint’s academic journey began at the University of Wyoming (Go Cowboys! 🤠), where he studied psychology and business. Never one to stop learning, he went on to earn his Master’s in Education from the University of Vermont. As the original Founder of Purpose Driven Wealth, Clint combines sharp financial strategy with a deep commitment to meaningful relationships. His leadership philosophy is rooted in both numbers and wisdom—balancing “sharp pencil math” with “heart math” to create financial strategies that truly align with clients' goals.
💡 Fun Facts About Clint:
➡️ Dad life: Proud father of two brilliant daughters, Karna and Freya
➡️ Weekend activities: Costco runs with his girls, hiking Horsetooth, and chasing adventure
➡️ Athletic side: Avid golfer (Friar’s Head is a favorite) and proud of his 540-lb deadlift 💪
➡️ Passionate about giving back: Serves on the Board of Serve 6.8 and has been an active member of Timberline Church for over a decade
➡️ Life philosophy: Relationships are life’s richest currency
Clint’s mix of leadership, strategy, and humor makes him an invaluable part of our team! Check back next Monday to meet our Financial Advisor, Alyssa Davis!
#MeetTheTeamMonday #GetToKnowUs #PurposeDrivenWealth #WhereMoneyMeansMore
See thrivent.com/social for important disclosures.
Living your best life post-retirement requires planning. Are you on track? Check-in with yourself using these questions.
Read More here: https://www.thrivent.com/insights/retirement-planning/5-questions-to-ask-yourself-during-retirement-planning?email=
See thrivent.com/social for important disclosures.
📢 Meet the Team Monday is Here! 📢
We’re kicking off Meet the Team Monday, where you’ll get to know the faces behind Purpose Driven Wealth. Every Monday, we’ll introduce a different member of our team—sharing who they are, what they do, and a few fun facts!
We can’t wait to share more, so be sure to check back each week! 👀
#MeetTheTeamMonday #GetToKnowUs #PurposeDrivenWealth #WhereMoneyMeansMore
See thrivent.com/social for important disclosures.
Budgeting is a powerful way to align your money decisions with your values. A budgeting strategy isn't a one-size-fits-all – choose an approach that fits your needs and goals. >> https://bit.ly/4a4yBFF
See thrivent.com/social for important disclosures.
Join us in making a difference for foster, adoptive, and kinship families! Purpose Driven Wealth is thrilled to announce our participation in Step Up for Families, a fundraiser dedicated to providing support and resources for foster, adoptive, and kinship families.
Together, we can create a brighter future for families in our community. Join us by donating, forming your own team, or walking as an individual. Visit the Step Up for Families website to learn more and register.
https://finallyhome.net/events/step-up-for-families/
#finallyhome #stepupforfamilies #fostercare #adoption #kinshipfamilies #kinship
It may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.
https://www.thrivent.com/insights/retirement-planning/ira-contribution-deadline-theres-still-time-to-maximize-your-savings?email=
See thrivent.com/social for important disclosures.
Help strengthen the organizations and causes that mean the most to you through Thrivent Choice®️! 🏠 Your donations or directed Choice Dollars®️ make a real difference. Thrivent even pays the processing fees for donations, ensuring 100% goes to making an impact. But hurry—the deadline to direct Choice Dollars®️ is March 31! Learn more at thrivent.com/thriventchoice.
See thrivent.com/social for important disclosures.
It’s time to celebrate our incredible Associate, Alyssa Davis, on her big day! 🎉 🎂
Alyssa, you’re an essential part of Purpose Driven Wealth, and we can’t wait to see what amazing things this next year brings for you. Have a fantastic day filled with joy and laughter! 🥳
🍀 Bring a little luck to your community with a Thrivent Action Team this March! Host a fundraiser or volunteer project to support a cause you care about. Learn how to get started: thrivent.com/actionteam. #GenerosityInAction