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Insights

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

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I was honored and humbled to be named one of Thrivent's top 40 New Advisors nationwide this year!

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I was honored and humbled to be named one of Thrivent's top 40 New Advisors nationwide this year!

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Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.

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Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.

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Planning for retirement can be overwhelming, but you don't have to do it on your own. Working with a Thrivent financial advisor can help you feel more confident about planning for the future. Let's work together on creating a retirement plan that is right for you.

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Planning for retirement can be overwhelming, but you don't have to do it on your own. Working with a Thrivent financial advisor can help you feel more confident about planning for the future. Let's work together on creating a retirement plan that is right for you.

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How to save more money in 2025: Tips, goals & accounts you can use

Make a plan to thrive in 2025 👏

Get expert tips, goal-setting strategies and recommendations on best savings accounts for achieving your financial goals.

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Excited to announce that I recently earned my Behavioral Financial Advice (BFA) designation! Behavioral financial advice combines traditional financial practices with psychology and neuroscience, in an attempt to discover the "why" behind what we do. The objective is to discover your values, and align your goals and behavior with those values in developing a holistic financial approach. Let's connect - I'd love to tell you more!

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Excited to announce that I recently earned my Behavioral Financial Advice (BFA) designation! Behavioral financial advice combines traditional financial practices with psychology and neuroscience, in an attempt to discover the "why" behind what we do. The objective is to discover your values, and align your goals and behavior with those values in developing a holistic financial approach. Let's connect - I'd love to tell you more!

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*Slams laptop shut until 2025* Hey Friends! My office will be closed from Tuesday the 24th until Thursday the 2nd. Thanks for all your support this year. In the meantime, enjoy your family and friends. What a bleak season winter would be without the promise of Christmas! "For unto us a child is born. To us, a son is given..." - Isaiah 9:6

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*Slams laptop shut until 2025* Hey Friends! My office will be closed from Tuesday the 24th until Thursday the 2nd. Thanks for all your support this year. In the meantime, enjoy your family and friends. What a bleak season winter would be without the promise of Christmas! "For unto us a child is born. To us, a son is given..." - Isaiah 9:6

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Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

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Proud to hear Thrivent has been named to Fast Company’s 2024 Brands That Matter list, which recognizes companies making an impact on business and culture. Learn more about this recognition here: https://bit.ly/3Vx2loB #FCBrandAwards

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Proud to hear Thrivent has been named to Fast Company’s 2024 Brands That Matter list, which recognizes companies making an impact on business and culture. Learn more about this recognition here: https://bit.ly/3Vx2loB #FCBrandAwards

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7 ways to help reduce your taxable income

Seeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️​

Discover practical and effective strategies to help reduce your taxable income. From retirement savings to smart investment decisions, opportunities to keep...

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Depending on your unique situation and financial goals, you may want to consider incorporating tax-never accounts in your financial plan. These accounts offer excellent tax advantages and an opportunity to grow your money. Here are additional details to know about these accounts: https://bit.ly/3CP1f0U

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Depending on your unique situation and financial goals, you may want to consider incorporating tax-never accounts in your financial plan. These accounts offer excellent tax advantages and an opportunity to grow your money. Here are additional details to know about these accounts: https://bit.ly/3CP1f0U

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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

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