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News and Insights

👋 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.

👋 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.