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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Looking for a role with impact and growth? Join Thrivent’s Virtual Advice team. As a Virtual Advisor, you’ll grow your skills and build confidence by supporting clients across the US. You’ll work with them virtually, helping them refine their financial strategies and pursue long-term goals. And you won’t do it alone—you’ll have the support of a collaborative team, modern tools and a proven process that sets you up for success. Explore our openings: thriventcareers.com/4q9g2HH

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Looking for a role with impact and growth? Join Thrivent’s Virtual Advice team. As a Virtual Advisor, you’ll grow your skills and build confidence by supporting clients across the US. You’ll work with them virtually, helping them refine their financial strategies and pursue long-term goals. And you won’t do it alone—you’ll have the support of a collaborative team, modern tools and a proven process that sets you up for success. Explore our openings: thriventcareers.com/4q9g2HH

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This time of year, is always about reflecting and the hope of a new year, new routines, and new results! In short, we make goals and ways to achieve those goals. I am no different. For 2026 I have a few goals I am working on personally and professionally. I’ll start with the personal side… I have three I am looking to achieve. 1. Read through the entire Bible with my church on their app (Crossroads). 2. Make 2 new friends to get to know on a deeper level locally. 3. Do 26 pushups, 26 sit-ups daily and run/walk/bike 26 miles a month logged as exercise. On the professional side… 1. Create 10 new client relationships centered around delivering an advice centric experience with our team. 2. Develop 3 relationships that yield accountability, referrals and community with other kingdom-minded business owners locally. 3. Deliver at least 2 keynote workshops on financial topics relevant to our community and their needs. My team and I are working diligently on these initiatives. We will evaluate time to ensure the proper allotment is set aside to yield the results desired. I am excited for 2026! How about you? Share below some of your goals so we can pray over yours and be an advocate in the coming year!

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This time of year, is always about reflecting and the hope of a new year, new routines, and new results! In short, we make goals and ways to achieve those goals. I am no different. For 2026 I have a few goals I am working on personally and professionally. I’ll start with the personal side… I have three I am looking to achieve. 1. Read through the entire Bible with my church on their app (Crossroads). 2. Make 2 new friends to get to know on a deeper level locally. 3. Do 26 pushups, 26 sit-ups daily and run/walk/bike 26 miles a month logged as exercise. On the professional side… 1. Create 10 new client relationships centered around delivering an advice centric experience with our team. 2. Develop 3 relationships that yield accountability, referrals and community with other kingdom-minded business owners locally. 3. Deliver at least 2 keynote workshops on financial topics relevant to our community and their needs. My team and I are working diligently on these initiatives. We will evaluate time to ensure the proper allotment is set aside to yield the results desired. I am excited for 2026! How about you? Share below some of your goals so we can pray over yours and be an advocate in the coming year!

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We have some exciting news to share with everyone! Please help me welcome our newest team member, Tatjana Cumic! Tatjana has been in the industry and serving clients for the last 6 years. We are excited for her to join our team and bring her expertise in serving her clients well! Here is a bit more about Tatjana and who she is. She’s passionate about helping individuals and families feel confident about their financial future. She works with clients on retirement planning, investment strategies, tax-efficient solutions, and estate planning. Tatjana believes financial planning isn’t just about numbers—it’s about creating peace of mind and opportunities for what matters most to you. Originally from Montenegro, Tatjana has called Cincinnati home since 2018. Outside of work, she enjoys spending time with family and friends, traveling, and staying active.

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We have some exciting news to share with everyone! Please help me welcome our newest team member, Tatjana Cumic! Tatjana has been in the industry and serving clients for the last 6 years. We are excited for her to join our team and bring her expertise in serving her clients well! Here is a bit more about Tatjana and who she is. She’s passionate about helping individuals and families feel confident about their financial future. She works with clients on retirement planning, investment strategies, tax-efficient solutions, and estate planning. Tatjana believes financial planning isn’t just about numbers—it’s about creating peace of mind and opportunities for what matters most to you. Originally from Montenegro, Tatjana has called Cincinnati home since 2018. Outside of work, she enjoys spending time with family and friends, traveling, and staying active.

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I can still hear my grandpa leading the church in worship of many hymns, including my favorite hymn, "How Great Thou Art"! This time of year, we often sing songs that have been sung for a very long time and deeply rooted in theology. The nostalgia is not lost on me, and often it brings me back to certain moments. In fact, I have always loved music because of the ability to reminisce and recall moments that impacted me. I am sure this is why music is involved in so many areas of life because of the way music speaks to our emotions and can cause emotional responses. Emotions are good and necessary but if left unchecked can lead us astray! That is the importance of having our emotions complement our logic. I love every year singing, "O Holy Night" and the emotional response to seeing a room of candles burning bright to that song! As we step into the Christmas season and story, take some time to reflect on the emotions felt and response required. There is a reason so many of these hymns have stood the test of time and impact this generation and the generations previously. Merry Christmas from all of us at Rooted Financial Advisors! What are hymns that you enjoy this time of year? Are there hymns you sing or hear and take you to a moment in time or memory? Share below some of your favorites for us to reminisce together!

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I can still hear my grandpa leading the church in worship of many hymns, including my favorite hymn, "How Great Thou Art"! This time of year, we often sing songs that have been sung for a very long time and deeply rooted in theology. The nostalgia is not lost on me, and often it brings me back to certain moments. In fact, I have always loved music because of the ability to reminisce and recall moments that impacted me. I am sure this is why music is involved in so many areas of life because of the way music speaks to our emotions and can cause emotional responses. Emotions are good and necessary but if left unchecked can lead us astray! That is the importance of having our emotions complement our logic. I love every year singing, "O Holy Night" and the emotional response to seeing a room of candles burning bright to that song! As we step into the Christmas season and story, take some time to reflect on the emotions felt and response required. There is a reason so many of these hymns have stood the test of time and impact this generation and the generations previously. Merry Christmas from all of us at Rooted Financial Advisors! What are hymns that you enjoy this time of year? Are there hymns you sing or hear and take you to a moment in time or memory? Share below some of your favorites for us to reminisce together!

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Ready for a meaningful career shift? Consider becoming a financial advisor at Thrivent. Starting out on our Virtual Advice Team, you’ll enjoy predictable pay, comprehensive benefits and the training you need to build a successful career. It’s a powerful entry point into financial advising with stability today and growth potential for tomorrow. Start your journey: thriventcareers.com/3KCOPxD

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Ready for a meaningful career shift? Consider becoming a financial advisor at Thrivent. Starting out on our Virtual Advice Team, you’ll enjoy predictable pay, comprehensive benefits and the training you need to build a successful career. It’s a powerful entry point into financial advising with stability today and growth potential for tomorrow. Start your journey: thriventcareers.com/3KCOPxD

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We have all heard the saying, "It is more blessed to give than to receive!" but how often do we actually practice this saying? Well, I love this time of year for a myriad of reasons, but the two that come to mind most often are the donations and support we see around "Giving Tuesday" along with the notifications I receive from clients about using their Action Teams and member benefits to bless others! I get many requests to interview with outside organizations regularly and I routinely turn them down and let me tell you WHY. Working alongside Thrivent is where my values align with the values of the organization. For those that are not aware let me share with you first the core values of Rooted Financial Advisors, which are Grace, Truth & Abundance! Thrivent's core values are the fusion of finance with faith, inspire generosity, investing in one another and being simply transparent. These photos are from an event we attended that helped raise over $5k for an organization that builds preschools in South Africa and provide education in some of the poorest areas of that country. Not only that, but over 120 volunteer hours went into making this night a success! So I ask, have you used your member benefits to bless others? Do you know all of your benefits and how to apply? Are you living out your core values? Do you have you a posture of grace, truth and abundance with how you live your life? Share more ideas for inspiration to others of ways you have given back recently or in the past!

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We have all heard the saying, "It is more blessed to give than to receive!" but how often do we actually practice this saying? Well, I love this time of year for a myriad of reasons, but the two that come to mind most often are the donations and support we see around "Giving Tuesday" along with the notifications I receive from clients about using their Action Teams and member benefits to bless others! I get many requests to interview with outside organizations regularly and I routinely turn them down and let me tell you WHY. Working alongside Thrivent is where my values align with the values of the organization. For those that are not aware let me share with you first the core values of Rooted Financial Advisors, which are Grace, Truth & Abundance! Thrivent's core values are the fusion of finance with faith, inspire generosity, investing in one another and being simply transparent. These photos are from an event we attended that helped raise over $5k for an organization that builds preschools in South Africa and provide education in some of the poorest areas of that country. Not only that, but over 120 volunteer hours went into making this night a success! So I ask, have you used your member benefits to bless others? Do you know all of your benefits and how to apply? Are you living out your core values? Do you have you a posture of grace, truth and abundance with how you live your life? Share more ideas for inspiration to others of ways you have given back recently or in the past!

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Thrivent is growing. If you're looking for a financial advisor role where success is measured in the lives you impact, not just the numbers you hit, you may be a great fit. Starting out on our Virtual Advice Team, you’ll work with existing clients and receive structured coaching. You’ll enjoy a stable income with a salary and incentive structure while building the skills you need to grow your career with confidence. Learn more: thriventcareers.com/48Sn4KA

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Thrivent is growing. If you're looking for a financial advisor role where success is measured in the lives you impact, not just the numbers you hit, you may be a great fit. Starting out on our Virtual Advice Team, you’ll work with existing clients and receive structured coaching. You’ll enjoy a stable income with a salary and incentive structure while building the skills you need to grow your career with confidence. Learn more: thriventcareers.com/48Sn4KA

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I learned a long time ago to NEVER stop learning and have come to appreciate that more than ever the last few years! When I enrolled at Spring Arbor University, I heard this often shared called "The Concept" which says, "Spring Arbor University is a community of learners distinguished by our lifelong involvement in the study and application of the liberal arts, total commitment to Jesus Christ as the perspective for learning, and critical participation in the contemporary world." There is a lot to unpack in there, but in essence be in the world, keep learning and keep Jesus as the primary source of truth! So, after passing my CFP®️ exam this summer, I instantly thought what would be next and most impactful to the clients I desire to serve most?? That led me to the Exit Planning Institute to take and now PASS my CEPA ®️ exam! What is a CEPA ®️ you might ask?? It is a Certified Exit Planning Advisor, one who has studied what it takes businesses and their owners to exit well with the most of amount options and in the meantime how to build/quantify value expressed in the business! I believe these two designations go together very nicely! One to look at the totality of planning and the other how to finish well and transition even better! I cannot wait to provide even greater value to small businesses and their owners! What are areas you continue to be a lifelong learner? How do you participate in this world in a critical way? How do you finish well, transition better, and steward all that God has entrusted to you?? Please share any comments or suggestions.

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I learned a long time ago to NEVER stop learning and have come to appreciate that more than ever the last few years! When I enrolled at Spring Arbor University, I heard this often shared called "The Concept" which says, "Spring Arbor University is a community of learners distinguished by our lifelong involvement in the study and application of the liberal arts, total commitment to Jesus Christ as the perspective for learning, and critical participation in the contemporary world." There is a lot to unpack in there, but in essence be in the world, keep learning and keep Jesus as the primary source of truth! So, after passing my CFP®️ exam this summer, I instantly thought what would be next and most impactful to the clients I desire to serve most?? That led me to the Exit Planning Institute to take and now PASS my CEPA ®️ exam! What is a CEPA ®️ you might ask?? It is a Certified Exit Planning Advisor, one who has studied what it takes businesses and their owners to exit well with the most of amount options and in the meantime how to build/quantify value expressed in the business! I believe these two designations go together very nicely! One to look at the totality of planning and the other how to finish well and transition even better! I cannot wait to provide even greater value to small businesses and their owners! What are areas you continue to be a lifelong learner? How do you participate in this world in a critical way? How do you finish well, transition better, and steward all that God has entrusted to you?? Please share any comments or suggestions.

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Have you been to our offices before? Do you love Christmas? Have you had updated family photos with Santa for those Christmas Cards?? Well come join us on Saturday, December 6th from 11am-3pm. Please email us at RootedFinancialAdvisors@Thrivent.com to secure a timeslot for your photos with Santa! Santa!!!! I know him! (If you know the movie reference you just earned an extra treat that day!) We look forward to the upcoming holiday season where we know it is busy for so many but yet so many of us consider others in our lives. That includes all of us at Rooted Financial Advisors! We are grateful for our clients, our community and our Organizational Not-for-profit partners doing amazing work locally. We hope all of you take time to consider others and how blessed all of us are with what God has entrusted to us! Please mark your calendars to come and see our office, meet us along with Santa and get in the Holiday Spirit in a few weeks! Until then, please have a happy Thanksgiving!

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Have you been to our offices before? Do you love Christmas? Have you had updated family photos with Santa for those Christmas Cards?? Well come join us on Saturday, December 6th from 11am-3pm. Please email us at RootedFinancialAdvisors@Thrivent.com to secure a timeslot for your photos with Santa! Santa!!!! I know him! (If you know the movie reference you just earned an extra treat that day!) We look forward to the upcoming holiday season where we know it is busy for so many but yet so many of us consider others in our lives. That includes all of us at Rooted Financial Advisors! We are grateful for our clients, our community and our Organizational Not-for-profit partners doing amazing work locally. We hope all of you take time to consider others and how blessed all of us are with what God has entrusted to us! Please mark your calendars to come and see our office, meet us along with Santa and get in the Holiday Spirit in a few weeks! Until then, please have a happy Thanksgiving!

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Looking for a career where your skills can make a lasting difference? Thrivent's Virtual Advice Team is growing, and we're seeking experienced sales professionals who thrive on building relationships. As a Virtual Financial Advisor, you'll help clients achieve their personal and financial goals--all while having a development path to build a meaningful career of your own. Find out more: thriventcareers.com/47vNMah

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Looking for a career where your skills can make a lasting difference? Thrivent's Virtual Advice Team is growing, and we're seeking experienced sales professionals who thrive on building relationships. As a Virtual Financial Advisor, you'll help clients achieve their personal and financial goals--all while having a development path to build a meaningful career of your own. Find out more: thriventcareers.com/47vNMah

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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