Grateful is an understatement.
Honored to host a Client Appreciation Dinner for the people who make what I do possible. I truly wouldn’t be able to do this job without the trust, support, and stories each of you share with me.
Thank you for letting me serve you, your families, and your dreams. Nights like this remind me why I love what I do. 🥂
Here’s to more goals reached, memories made, and celebrations ahead!
It’s that time of year again — when giving back also means good company, good food, and a good time!
Join us Dec 3rd for our Toys for Tots event! Bring a toy for the kiddos, and we’ll bring the apps and drinks.
You bring the fun — we’ll handle the rest
Feeling beyond grateful to have qualified for conference this year! 💫
A huge thank you to the 100+ clients and families who trust me to walk alongside them toward their goals — you’re the reason I get to do what I love every day.
And an extra special shoutout to my mentors and teammates who’ve poured into me, shared their wisdom, and pushed me to keep growing. Couldn’t do it without you all!
Celebrating this milestone with my “assistant” — who clearly thinks she earned it too
Here’s to serving with purpose and celebrating every milestone — big and small.
#Gratitude #Thrivent #ConferenceBound #FinancialAdvisor #Thankful
Honored to represent Dallas on this year’s NFA trip! 💼✨
Only 30 advisors across the nation were selected — and as a year 2 advisor among 3rd- and 4th-year pros, I felt like the rookie who accidentally made the All-Star team. 😅
We swapped best practices, heard from top producers, and even got to visit Prince’s estate and enjoy steak from the Watch Tower — talk about elevated dining.
Huge thanks to the incredible peers I met who are absolutely crushing it in their practices. Learned a ton, laughed even more, and left inspired to level up my own game.
#Thrivent #Leadership #NFA #FinancialAdvisors #Dallas #Growth #FaithAndFinance
🌿✨ I’m excited to be hosting my very own networking event this summer! ✨🌿
Whether you’re looking to connect with other professionals, grow your circle, or just enjoy great coffee and conversation — this is for you!
📍 Frogg Cafe, Allen
📅 Tuesday, July 16
🕓 4–7 PM
📫 832 Watters Creek Blvd, Allen, TX 75013
Let’s build authentic relationships in a relaxed, welcoming space. Bring your business cards and good vibes! ☕🐸
We had a latte fun at Frogg Coffee Bar & Creperie in Allen! ☕🐸
Thrivent picked up the coffee, and in return, we got to connect with some amazing people about living generously, making purposeful financial choices, and building community—one cup at a time.
Big thanks to the Frogg team for the hospitality and to everyone who stopped by to chat. Purpose and coffee? Now that’s a perfect blend.
#Thrivent #LiveGenerously #FroggCoffeeBar #AllenTX #CoffeeWithPurpose #LatteAndLearn
Leadership isn’t always about having the perfect plan — sometimes it’s about climbing a mountain in a suit and Jordans and hoping for the best.
Today’s lesson? Seek discomfort. Because growth doesn’t happen where it’s cozy — it happens somewhere between “What was I thinking?” and “I can’t believe I did that.”
I climbed Pinnacle Mountain dressed like I was late for a board meeting but ready to dunk on someone. Not ideal gear for a hike, but a great reminder that leadership often means stepping into the unfamiliar, looking a little ridiculous, and doing it anyway — with purpose.
Here’s to leading with heart, leaning into the uncomfortable, and taking bold steps — even if they’re up a mountain… in sneakers that were never meant to touch dirt.
#SeekDiscomfort #LeadershipInAction #Thrivent #JordanElevations #PurposeDriven #GrowthMindset #PinnaclePerspective
Today I had the opportunity to host a wine tasting event where we not only enjoyed amazing red and white wines—but also shared about the heart of what I do at Thrivent.
It was great to hear from our wine expert, who walked us through the distinct notes and stories behind each pour. And in between sips, we had some great conversations about living generously, being wise with money, and building a community that supports each other.
Thank you to everyone who joined us—you made it memorable!
#Thrivent #WineTasting #RedWine #WhiteWine #PurposeDrivenFinance #Community #Gratitude
You can’t go wrong with these 3 tips—as a new grad, or at any time in your life. If there’s anything you want to talk through as a new grad (or a parent of a new grad), let’s chat about what’s on your mind.
How to avoid running out of money in retirement“Will I outlast my retirement savings?”
It’s a common concern, but planning for retirement shouldn’t be a guessing game.
Check out these four actionable steps to stretch your money further in retirement. 👇
