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

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A tradition unlike any other! This is a catch phrase used this time of year for the Masters Golf Tournament, but I believe it could be easily said of horse racing at Keeneland! It's spectacular and always an amazing time any time I have been there! The horses run with such precision and training, in fact we saw a jockey fall off the horse right at the starting gate the horse continued the race, oblivious to this fact, and finished 3rd in the race (did not actually finish third because of no jockey, but you know what I mean). The thing that amazes me about these animals is how they can block out everything around them, the weather, the noises, the other horses and just run and run hard! I have found this challenging for me and so many around me. I remember a time when "multi-tasking" was seen as a positive trait in business, but now I wonder if it actually hinders us from our true potential!? We have become so accustomed to distractions that we never fully achieve the potential God has placed in any of us. I see it more and more, where any downtime, people pull out their phones, if a video or song is "not catchy" enough, skip to the next. Our attention spans have become very limited. I am a work in progress, but I now try to setup "focus" modes on my phone, so when I am working, I am fully present in my work. I sought a car that had Apple CarPlay so when I am driving, I can put the phone down and not be tempted to use it unsafely when behind the wheel. I put an incredible price on being fully present with people I am spending time with and happily put my phone or watch on "do not disturb" so I can share that time and conversations with those I am in the presence of. What sort of "blinders" do you need to wear to protect you from distractions? Have you seen or currently experiencing this phenomenon? What is a place or event that honors the past while celebrating the present with great friends? please share!

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A tradition unlike any other! This is a catch phrase used this time of year for the Masters Golf Tournament, but I believe it could be easily said of horse racing at Keeneland! It's spectacular and always an amazing time any time I have been there! The horses run with such precision and training, in fact we saw a jockey fall off the horse right at the starting gate the horse continued the race, oblivious to this fact, and finished 3rd in the race (did not actually finish third because of no jockey, but you know what I mean). The thing that amazes me about these animals is how they can block out everything around them, the weather, the noises, the other horses and just run and run hard! I have found this challenging for me and so many around me. I remember a time when "multi-tasking" was seen as a positive trait in business, but now I wonder if it actually hinders us from our true potential!? We have become so accustomed to distractions that we never fully achieve the potential God has placed in any of us. I see it more and more, where any downtime, people pull out their phones, if a video or song is "not catchy" enough, skip to the next. Our attention spans have become very limited. I am a work in progress, but I now try to setup "focus" modes on my phone, so when I am working, I am fully present in my work. I sought a car that had Apple CarPlay so when I am driving, I can put the phone down and not be tempted to use it unsafely when behind the wheel. I put an incredible price on being fully present with people I am spending time with and happily put my phone or watch on "do not disturb" so I can share that time and conversations with those I am in the presence of. What sort of "blinders" do you need to wear to protect you from distractions? Have you seen or currently experiencing this phenomenon? What is a place or event that honors the past while celebrating the present with great friends? please share!

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Pour your heart—and ambition—into a meaningful career with the tools and support you need. When you join Thrivent's Virtual Advice Team, you’ll get a clear launchpad to a lasting financial advisor career. Explore our openings: thriventcareers.com/4s11cTR

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Pour your heart—and ambition—into a meaningful career with the tools and support you need. When you join Thrivent's Virtual Advice Team, you’ll get a clear launchpad to a lasting financial advisor career. Explore our openings: thriventcareers.com/4s11cTR

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I often get asked "What does a Financial Advisor do?" or "Why would I need a Financial Advisor?" Here is my answer to that question! We educate our clients to empower them to take action on the goals and dreams that God has placed on their hearts! See, it is not about "us" as the professionals to do all the work for clients and we are not just a database to give information only, it is a collaboration between us where the real "magic" happens! That takes time, commitments and nights like this week at Coopers Hawk! We love hosting events like these throughout the year as a way to get out of our normal patterns and enjoy a nice meal together while getting some timely information, and information that is relevant to our goals and stage of life. The questions that have sparked from those who attended this event have been excellent. I think these concerns help demonstrate that the content covered ignites concerns already top of mind, but for which attendees had been unsure of where, or who to, turn to for guidance. We look forward to more evenings like these throughout this year and the years to come! What are some topics that you would like us to share about? Are there some restaurants/venues that we should look to host our next one at? Please share below or reach out to us to give us some ideas! We are excited to educate and empower our community to unleash generosity that honors God! See thrivent.com/social for important disclosure information.

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I often get asked "What does a Financial Advisor do?" or "Why would I need a Financial Advisor?" Here is my answer to that question! We educate our clients to empower them to take action on the goals and dreams that God has placed on their hearts! See, it is not about "us" as the professionals to do all the work for clients and we are not just a database to give information only, it is a collaboration between us where the real "magic" happens! That takes time, commitments and nights like this week at Coopers Hawk! We love hosting events like these throughout the year as a way to get out of our normal patterns and enjoy a nice meal together while getting some timely information, and information that is relevant to our goals and stage of life. The questions that have sparked from those who attended this event have been excellent. I think these concerns help demonstrate that the content covered ignites concerns already top of mind, but for which attendees had been unsure of where, or who to, turn to for guidance. We look forward to more evenings like these throughout this year and the years to come! What are some topics that you would like us to share about? Are there some restaurants/venues that we should look to host our next one at? Please share below or reach out to us to give us some ideas! We are excited to educate and empower our community to unleash generosity that honors God! See thrivent.com/social for important disclosure information.

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Join a team where your sales skills can make a meaningful impact. As part of Thrivent's Virtual Advice Team, you’ll build a successful, long-term financial advisor career that aligns with your values through structured development and hands‑on virtual client experience. Start your journey 👉 thriventcareers.com/4uVmMMd

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Join a team where your sales skills can make a meaningful impact. As part of Thrivent's Virtual Advice Team, you’ll build a successful, long-term financial advisor career that aligns with your values through structured development and hands‑on virtual client experience. Start your journey 👉 thriventcareers.com/4uVmMMd

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Here's a Throwback on this Thursday! Is that still a thing, or am I "that old"?? This is a headshot from when I began in the industry 15 years ago! Cannot believe how fast time flies and how much I have learned/grown over this last 15 years! As much as things have changed (No goatee, contact lenses and no tie anymore) so much has stayed the same! The conversations 15 years ago were how to retire well, how to save for big purchases, how to build a business, successfully exit and leave a legacy to name a few! The principles do not change as much as the world would try to convince you it does! In fact, when I started, I thought the goal was to acquire as much knowledge as possible, but now I realize the goal is to surround yourself with the most knowledgeable people while learning from them. I tried to do it all as the lone ranger! Again, another reference that will remind you of my age. I have come to realize that specialization along with delegation is crucial to scale and be successful! I look forward to what the next 15 years in the industry will look like for me and what advancements will unfold, but I know those same questions I was asked in 2011, will still be asked of me by clients in 2031 and beyond! That is why I often share that what I do is to help people have a better tomorrow than today! We accomplish that by helping bring contentment and clarity to your financial goals enabling lives full of meaning and gratitude! I am proud how far I have come yet am equally excited to see where God takes me in the future! Anyone else willing to share a throwback picture, or is that no longer "cool"??

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Here's a Throwback on this Thursday! Is that still a thing, or am I "that old"?? This is a headshot from when I began in the industry 15 years ago! Cannot believe how fast time flies and how much I have learned/grown over this last 15 years! As much as things have changed (No goatee, contact lenses and no tie anymore) so much has stayed the same! The conversations 15 years ago were how to retire well, how to save for big purchases, how to build a business, successfully exit and leave a legacy to name a few! The principles do not change as much as the world would try to convince you it does! In fact, when I started, I thought the goal was to acquire as much knowledge as possible, but now I realize the goal is to surround yourself with the most knowledgeable people while learning from them. I tried to do it all as the lone ranger! Again, another reference that will remind you of my age. I have come to realize that specialization along with delegation is crucial to scale and be successful! I look forward to what the next 15 years in the industry will look like for me and what advancements will unfold, but I know those same questions I was asked in 2011, will still be asked of me by clients in 2031 and beyond! That is why I often share that what I do is to help people have a better tomorrow than today! We accomplish that by helping bring contentment and clarity to your financial goals enabling lives full of meaning and gratitude! I am proud how far I have come yet am equally excited to see where God takes me in the future! Anyone else willing to share a throwback picture, or is that no longer "cool"??

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I had my first experience and interaction this week with the Goering Center here in Cincinnati. I was inspired and encouraged! I love the words they chose to describe what they do, as it pertains well to me and our business...Knowledge, Connection and Community! I have made many posts in the past about being a lifelong learner. I continually want to apply myself to learning what I can and sharing that knowledge with others. What I failed to recognize what there is no point in accumulating knowledge if no outlet to share, hence connecting with others in our community is vital! I cannot believe it has been nearly 3 years since I transitioned to this community, and it is starting to take hold. There is a great community here and many of those in the area remind of Wisconsin, so the connections are meaningful to me both personally and professionally. How do you Connect and find Community to share your Knowledge? How do you intentionally try to acquire new Knowledge from your Community? Please comment or share below! As the saying goes...rising tides raises ALL ships!

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I had my first experience and interaction this week with the Goering Center here in Cincinnati. I was inspired and encouraged! I love the words they chose to describe what they do, as it pertains well to me and our business...Knowledge, Connection and Community! I have made many posts in the past about being a lifelong learner. I continually want to apply myself to learning what I can and sharing that knowledge with others. What I failed to recognize what there is no point in accumulating knowledge if no outlet to share, hence connecting with others in our community is vital! I cannot believe it has been nearly 3 years since I transitioned to this community, and it is starting to take hold. There is a great community here and many of those in the area remind of Wisconsin, so the connections are meaningful to me both personally and professionally. How do you Connect and find Community to share your Knowledge? How do you intentionally try to acquire new Knowledge from your Community? Please comment or share below! As the saying goes...rising tides raises ALL ships!

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Have a heart for helping others? When you start out on Thrivent’s Virtual Advice Team, you can put it to use as you help existing clients reach their financial goals—all while growing your own successful financial advisor career. Learn more 👉 thriventcareers.com/3MHf5YS

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Have a heart for helping others? When you start out on Thrivent’s Virtual Advice Team, you can put it to use as you help existing clients reach their financial goals—all while growing your own successful financial advisor career. Learn more 👉 thriventcareers.com/3MHf5YS

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Income, Independence, Impact which of those drive you the most when considering making a career shift?? It's a question I used to ask everyone I interviewed when I was a recruiter, but I also had an answer. My answer is IMPACT! And that is why this newest report is so meaningful to me! It truly shows that in my second full year as an advisor here locally, through my client's efforts and generosity we have raised some incredible monies and helped some great organizations with the work they are doing! There are many great companies to work with when it comes to this industry, but I love the fact that we have a way to express our gratitude and share that with our clients and the causes they care about. This is not a boardroom decision but rather the cumulation of all of our clients shown together! I know sometimes for me it is hard to believe what I do can make a significant impact, but I hope this shows that when we come together there is power to change lives! This poster reflects many great sacrifices, time spent, dollars spent and truly released for even greater things! I could not be prouder of what we have accomplished yet know we can do even more and change the World globally and locally! If curious on how to engage and participate this year to be counted when we tally up the score at the end of the year, please reach out and let's find a way together to help inspire generosity!

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Income, Independence, Impact which of those drive you the most when considering making a career shift?? It's a question I used to ask everyone I interviewed when I was a recruiter, but I also had an answer. My answer is IMPACT! And that is why this newest report is so meaningful to me! It truly shows that in my second full year as an advisor here locally, through my client's efforts and generosity we have raised some incredible monies and helped some great organizations with the work they are doing! There are many great companies to work with when it comes to this industry, but I love the fact that we have a way to express our gratitude and share that with our clients and the causes they care about. This is not a boardroom decision but rather the cumulation of all of our clients shown together! I know sometimes for me it is hard to believe what I do can make a significant impact, but I hope this shows that when we come together there is power to change lives! This poster reflects many great sacrifices, time spent, dollars spent and truly released for even greater things! I could not be prouder of what we have accomplished yet know we can do even more and change the World globally and locally! If curious on how to engage and participate this year to be counted when we tally up the score at the end of the year, please reach out and let's find a way together to help inspire generosity!

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I could use some help and being vulnerable it is HARD for me to ask for help. In fact, there is a question that I have heard asked on "whether you are more likely to ASK for help or GIVE help??" Full disclosure, as an Enneagram 2, I am one to always give help to others and have difficulty asking for help, but could use some help if you are willing? Here is my "Why" and we know how important it is to not only know your WHY but communicate it over the WHAT you do to prospective clients. I founded Rooted Financial Advisors to help business owners make informed decisions. My background as an entrepreneur along with many in my family, inspired me to serve others facing similar challenges. We strive to provide education and resources so owners can understand the impact of their choices before acting. Our values—Grace, Truth, and Abundance—guide our approach. We respect past actions, offer dependable guidance, and encourage a mindset that recognizes multiple possibilities. By working together, we may achieve more. We regularly review our services to help ensure they deliver value. We prioritize understanding before advising and adapt to our clients’ needs. Our goal is to partner with those who trust our expertise. If you’re ready to plan your exit or want clarity on your financial options, contact us for a complimentary session. We aim to bring contentment and clarity to your financial goals allowing you to live a life in service and faith! Any feedback would be valuable to me as we seek to attract the right clients at the right time for the right reasons! Please share or reach out directly to us. See thrivent.com/social for important disclosures.

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I could use some help and being vulnerable it is HARD for me to ask for help. In fact, there is a question that I have heard asked on "whether you are more likely to ASK for help or GIVE help??" Full disclosure, as an Enneagram 2, I am one to always give help to others and have difficulty asking for help, but could use some help if you are willing? Here is my "Why" and we know how important it is to not only know your WHY but communicate it over the WHAT you do to prospective clients. I founded Rooted Financial Advisors to help business owners make informed decisions. My background as an entrepreneur along with many in my family, inspired me to serve others facing similar challenges. We strive to provide education and resources so owners can understand the impact of their choices before acting. Our values—Grace, Truth, and Abundance—guide our approach. We respect past actions, offer dependable guidance, and encourage a mindset that recognizes multiple possibilities. By working together, we may achieve more. We regularly review our services to help ensure they deliver value. We prioritize understanding before advising and adapt to our clients’ needs. Our goal is to partner with those who trust our expertise. If you’re ready to plan your exit or want clarity on your financial options, contact us for a complimentary session. We aim to bring contentment and clarity to your financial goals allowing you to live a life in service and faith! Any feedback would be valuable to me as we seek to attract the right clients at the right time for the right reasons! Please share or reach out directly to us. See thrivent.com/social for important disclosures.

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Begin your journey on Thrivent’s Virtual Advice Team and discover a financial advisor career that aligns with your goals at a company dedicated to your long-term success. Explore our openings: thriventcareers.com/4u3SxCl

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Begin your journey on Thrivent’s Virtual Advice Team and discover a financial advisor career that aligns with your goals at a company dedicated to your long-term success. Explore our openings: thriventcareers.com/4u3SxCl

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