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Our Team just got back from an inspiring conference for Thrivent in Atlanta! We have never been more equipped with support from leadership, product solutions and technology to deliver exceptional results for our client's expectations! This is TRULY our Moment! Gathering and hearing from former professional athletes on what it took to succeed in their profession, then hearing from our leadership on what they are working on to remove friction points from the client and advisor experience, while hearing how we have made and continue to make significant investments in telling our unique story both nationally and locally, shows that our firm knows what it takes and is willing to do that hard work, to help our clients live lives of Service and Faith! The quote I am stuck on, and will be for a while, is this...Why settle for Good, when Great is available?? That is going to drive me and us in our decision-making processes! How do we be Great at communicating our message to those seeking a team like ours to work with? How do we be GREAT at connecting purpose-based goals to the financial resources our clients have enabling lives full of meaning and gratitude? How do we be GREAT at....fill in the blank?? At Rooted Financial Advisors, we will not stop at Good in an attempt to chase Greatness!

Our Team just got back from an inspiring conference for Thrivent in Atlanta! We have never been more equipped with support from leadership, product solutions and technology to deliver exceptional results for our client's expectations! This is TRULY our Moment! Gathering and hearing from former professional athletes on what it took to succeed in their profession, then hearing from our leadership on what they are working on to remove friction points from the client and advisor experience, while hearing how we have made and continue to make significant investments in telling our unique story both nationally and locally, shows that our firm knows what it takes and is willing to do that hard work, to help our clients live lives of Service and Faith! The quote I am stuck on, and will be for a while, is this...Why settle for Good, when Great is available?? That is going to drive me and us in our decision-making processes! How do we be Great at communicating our message to those seeking a team like ours to work with? How do we be GREAT at connecting purpose-based goals to the financial resources our clients have enabling lives full of meaning and gratitude? How do we be GREAT at....fill in the blank?? At Rooted Financial Advisors, we will not stop at Good in an attempt to chase Greatness!

Join a company with a proven track record—and set one of your own. Start your financial advisor journey with Thrivent's Virtual Advice Team to grow your skills and build confidence while supporting clients across the US. Learn more about how this role can be your catalyst for a rewarding financial professional career 👉 thriventcareers.com/4a4vv52

Join a company with a proven track record—and set one of your own. Start your financial advisor journey with Thrivent's Virtual Advice Team to grow your skills and build confidence while supporting clients across the US. Learn more about how this role can be your catalyst for a rewarding financial professional career 👉 thriventcareers.com/4a4vv52

Ready to explore a new career path? Thrivent is hiring financial advisors on our Virtual Advice Team. It's an excellent entry point into a long-term career. You'll reengage existing clients, building meaningful relationships and gain hands-on experience in a structured, highly supportive environment. Find out more: thriventcareers.com/4pnwjI1

Ready to explore a new career path? Thrivent is hiring financial advisors on our Virtual Advice Team. It's an excellent entry point into a long-term career. You'll reengage existing clients, building meaningful relationships and gain hands-on experience in a structured, highly supportive environment. Find out more: thriventcareers.com/4pnwjI1

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

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

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!

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!

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.

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.

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!

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!

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

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

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!

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!

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

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