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News and Insights

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

Maximize your impact with a thoughtful charitable giving plan! Explore options like cash donations, planned gifts, or income-generating arrangements that benefit charities later. Learn how to enhance your contributions and align with your financial goals. https://www.thrivent.com/insights/generosity-giving/maximize-your-charitable-donations?email= See thrivent.com/social for important disclosures.

Welcome to Quarter 1 of 2025! A new year brings fresh opportunities, and we’re excited to kick off 2025 with our latest newsletter! Inside, you'll find: - A spotlight interview with our Associate, Jesse Doke - Helpful insights on navigating tax season - Information on directing your Thrivent Choice Dollars®️ - The final results from the Serve 6.8 Giving Tree and the impact it made in our community - And much more! Wishing you a wonderful start to 2025! Check out PDW’s Newsletter here: https://www.thrivent.com/literature/pdw-newsletter.pdf See thrivent.com/social for important disclosures. Serve 6.8 is not affiliated with or endorsed by Thrivent. The Thrivent Choice®️ charitable grant program engages Thrivent clients with membership and Thrivent Member Networks in providing grants that support charitable activities, furthering Thrivent’s mission and its purposes under state law. All grant decisions, including grant recipients and amounts, are made at the sole discretion of Thrivent. Directing Choice Dollars®️ is subject to the program’s terms and conditions available at Thrivent.com/thriventchoice.

Have you directed your Choice Dollars®️ yet? 🕒 This is a great way to support a cause you’re passionate about and help organizations continue their important work. Don’t miss the March 31 deadline to direct Choice Dollars®️! Get started at thrivent.com/thriventchoice. See thrivent.com/social for important disclosures.

Looking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. Read more here: https://www.thrivent.com/insights/taxes/tax-tips-pitfalls-to-know-for-maximizing-your-money?email= See thrivent.com/social for important disclosures.

A big shoutout to our client, Joni, and the Trinity Lutheran Quilters for their ongoing Quilts for Veterans Thrivent Action Team! These beautiful quilts are gifted to Veterans at the Rocky Mountain Regional VA Medical Center in Aurora, CO, spreading warmth and gratitude. Special thanks to the LCC K-9 Comfort Dogs and handlers from Redeemer Lutheran Church for helping deliver the quilts during monthly VA visits! We’re so proud of this project and the incredible impact it’s making. Feeling inspired? Start your own Thrivent Action Team today! #ThriventActionTeams #VeteranSupport #CommunityImpact See thrivent.com/social for important disclosures.

Trying to get your finances on track? Learn more about healthy financial habits you can start doing today to avoid overspending and live within your means. ⬇️ https://www.thrivent.com/insights/budgeting-saving/living-within-your-means-what-it-is-how-to-do-it?email= See thrivent.com/social for important disclosures.

Congratulations to Clint on receiving the prestigious Voices in Philanthropy (VIP) award from Thrivent Charitable Impact & Investing®️! This honor highlights Clint’s incredible dedication to helping clients prioritize generosity as part of their financial plans, empowering them to make a lasting impact on the causes they cherish. Clint’s recognition in the Thrivent Charitable VIP Hall of Honor—celebrating over $5 million in cumulative charitable gifts—speaks volumes about his commitment to creating a brighter future for our communities. 💙👏 We’re so proud of Clint’s outstanding achievement and the difference he helps our clients make every day! #GenerosityInAction #ThriventCharitable #CommunityImpact #FinancialPlanning See thrivent.com/social for important disclosures. Thrivent Charitable Impact & Investing®️ (Thrivent Charitable) recognizes Thrivent financial advisors who devoted extra effort in facilitating charitable gifts to the foundation. This honor is awarded to Thrivent financial advisors who have brought $5 million or more in charitable gifts to our local, national, and global communities through Thrivent Charitable during their careers. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor’s future performance. Thrivent Charitable Impact & Investing®️ is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable Impact & Investing works collaboratively with Thrivent and its financial advisors. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans.

Thank you to everyone who has supported causes they care about through Thrivent Choice®️! 🙌 Since the program’s inception, organizations across the country have received funding thanks to your generosity. Haven’t participated yet? Direct your Choice Dollars®️ by March 31 to make a difference. Visit: thrivent.com/thriventchoice. See thrivent.com/social for important disclosures.

Shoutout to our incredible client, Eva, for leading the Providing Comfort to Dialysis Veterans Thrivent Action Team! Thanks to Eva and her amazing volunteers, Veterans on dialysis are receiving much-needed clothing packs to help them stay comfortable through treatment. This project is a beautiful example of how Thrivent Action Teams can make a meaningful difference in our community. If you’re inspired by Eva’s story, consider applying for your own Action Team to support a cause close to your heart! Together, we can continue to make a positive impact. #ThriventActionTeams #CommunityImpact #VeteranSupport See thrivent.com/social for important disclosures.

💌 Spread the love this month with a Thrivent Action Team! February is the perfect time to lead a project that shows care and kindness to those in need. Start your journey: thrivent.com/actionteam. #ShareTheLove