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News and Insights

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.

To help our team enjoy a little more sunshine and recharge during the warmer months, we’ll be observing Summer Hours every Friday from May 30th through September 5th. Wishing you a safe, sunny, and joy-filled summer! See thrivent.com/social for important disclosures.

👋 Meet Peyton! 👋 This week on Meet the Team Monday, we’re excited to introduce Peyton, our Client Service Coordinator! About Peyton: Peyton graduated from the Warner College of Natural Resources at Colorado State University with a degree in Natural Resources of Recreation and Tourism and a minor in Business Administration. She plays a vital role in marketing, client engagement, and event planning at Purpose Driven Wealth — managing social media, newsletters, and events to strengthen client relationships. Her passion for volunteering and charitable giving also helps clients explore ways to incorporate generosity into their financial plans. Beyond client engagement, Peyton focuses on improving internal processes and team efficiency. She holds a Colorado Life and Health license and is always expanding her financial expertise. 💡 Fun Facts About Peyton: ➡️ Hometown roots: Married her husband, Logan, at her family’s cattle ranch in Montrose, CO. ➡️ Favorite pastimes: Hiking, attending rodeos, visiting breweries, and hosting game nights ➡️ New challenge this year: Growing a garden! 🌱 ➡️ Passionate about: Volunteering — especially at animal shelters, the Special Olympics, and the Alzheimer’s Walk in Denver ➡️ Furry family members: Bones, her soul dog, and Sushi, the cat with a personality all his own Peyton’s enthusiasm for connecting with people and making a difference shines in everything she does. Stay tuned next Monday to meet our Operations Manager, Lindsay Kimbrell! #MeetTheTeamMonday #GetToKnowUs #PurposeDrivenWealth #WhereMoneyMeansMore See thrivent.com/social for important disclosures.

One 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. ⬇️ https://www.thrivent.com/insights/budgeting-saving/financial-literacy-for-teens-6-lessons-about-money-management?email= See thrivent.com/social for important disclosures.

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.