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Insights

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

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For over 15 years, I’ve been honored to walk alongside individuals and families in the Alexandria area, offering personalized, purpose-based financial advice grounded in Christian values. 📱(571) 970-0454 #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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For over 15 years, I’ve been honored to walk alongside individuals and families in the Alexandria area, offering personalized, purpose-based financial advice grounded in Christian values. 📱(571) 970-0454 #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Thankful we were inside today for our #EconomicUpdate luncheon with Chuck Etzweiler of #Nepsis. The Italian food was very nice from #lafiamma Italian Kitchen. Great food - great turnout. For more information visit Thrivent.com/social. #aspirefinancialadvisors #thrivent #economy #educationmatters

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Thankful we were inside today for our #EconomicUpdate luncheon with Chuck Etzweiler of #Nepsis. The Italian food was very nice from #lafiamma Italian Kitchen. Great food - great turnout. For more information visit Thrivent.com/social. #aspirefinancialadvisors #thrivent #economy #educationmatters

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📍 Serving Alexandria for over 15 years 📞 Let’s talk about where you are today and where you want to go. With the right guidance, you can live more securely—and give more generously. #RetirementPlanning #RiskMitigation #InvestSmart #aspirefinancialadvisors #ilovemyjobatthrivent #finance #wealth #community #dedicatedplanning For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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📍 Serving Alexandria for over 15 years 📞 Let’s talk about where you are today and where you want to go. With the right guidance, you can live more securely—and give more generously. #RetirementPlanning #RiskMitigation #InvestSmart #aspirefinancialadvisors #ilovemyjobatthrivent #finance #wealth #community #dedicatedplanning For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

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Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

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Estate planning for blended families

Have you thought about how you’d like to leave behind your money and assets? Creating an estate plan in a blended family can be more complex, but in the end it may help your loved ones avoid probate, confusion and conflict. Here are things to consider if you are creating an estate plan for the first time or need to update an existing one. ⬇️

As a blended family, you're no stranger to the unique nuances and complexities that come with bringing together children from a previous (and sometimes your...

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Let's navigate changes in your financial journey with confidence. 📱(571) 970-0454 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Let's navigate changes in your financial journey with confidence. 📱(571) 970-0454 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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June 2025 Market Update: Confidence rebounds

The mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

Markets showed signs of optimism in May following pauses in planned tariffs.

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Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy. #TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy. #TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss

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There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss

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Thrivent is partnering with a company called Empathy to offer a new grief resource. Empathy offers the tools and resources to support families through the difficult experience of losing a loved one. Empathy can be accessed via app, online and over the phone. Care Managers provide personalized guidance and custom care plans for helping manage both the emotional and practical aspects of loss. Learn more about this new membership benefit: https://bit.ly/43H43Zn

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Thrivent is partnering with a company called Empathy to offer a new grief resource. Empathy offers the tools and resources to support families through the difficult experience of losing a loved one. Empathy can be accessed via app, online and over the phone. Care Managers provide personalized guidance and custom care plans for helping manage both the emotional and practical aspects of loss. Learn more about this new membership benefit: https://bit.ly/43H43Zn

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.

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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