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Insights

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

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Qualified Charitable Distributions can be a smart way to give back during the season of gratitude. Reach out to me to learn how QCD's can potentially work in your strategy. For more information visit 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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Qualified Charitable Distributions can be a smart way to give back during the season of gratitude. Reach out to me to learn how QCD's can potentially work in your strategy. For more information visit 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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https://www.thrivent.com/insights/magazine/winter-2024/make-the-most-out-of-your-thrivent-online-accounts

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https://www.thrivent.com/insights/magazine/winter-2024/make-the-most-out-of-your-thrivent-online-accounts

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This holiday season, give yourself the gift that keeps on giving: financial confidence. Whether it's planning for retirement, saving for a big purchase, or just making sure you're covered for the unexpected, a solid financial plan can help you feel secure and confident. Reach out to learn how I can help you prepare for a prosperous 2025! #HolidaySeason #FinancialWellness For disclosure information, see thrivent.com/social

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This holiday season, give yourself the gift that keeps on giving: financial confidence. Whether it's planning for retirement, saving for a big purchase, or just making sure you're covered for the unexpected, a solid financial plan can help you feel secure and confident. Reach out to learn how I can help you prepare for a prosperous 2025! #HolidaySeason #FinancialWellness For disclosure information, see thrivent.com/social

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Engaging in financial discussions, regardless of their simplicity, strengthens your relationship with your children and allows you to share your values. For disclosure information, see thrivent.com/social.

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Engaging in financial discussions, regardless of their simplicity, strengthens your relationship with your children and allows you to share your values. For disclosure information, see thrivent.com/social.

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A roadmap to help you confidently achieve your financial goals, tailored to your unique path. 📱410-952-4536 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.

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A roadmap to help you confidently achieve your financial goals, tailored to your unique path. 📱410-952-4536 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.

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I provide knowledge and resources to help others make wise money choices on their financial journey. 📱410-952-4536 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.

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I provide knowledge and resources to help others make wise money choices on their financial journey. 📱410-952-4536 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.

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By delivering on the value of behavioral finance and emotional competence, we distinguish ourselves by doing more than just managing money, but by adding holistic value to you by helping you make rational, values-based decisions with your money. 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. #BFA #finance #wealth

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By delivering on the value of behavioral finance and emotional competence, we distinguish ourselves by doing more than just managing money, but by adding holistic value to you by helping you make rational, values-based decisions with your money. 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. #BFA #finance #wealth

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Everyone has different causes they cherish driven by their faith and values. We help you make your vision a reality by guiding you along the best path for your journey. We take the anxiety out of giving—especially at the end of the year—so you can experience the joy of generosity. For disclosure information, see thrivent.com/social

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Everyone has different causes they cherish driven by their faith and values. We help you make your vision a reality by guiding you along the best path for your journey. We take the anxiety out of giving—especially at the end of the year—so you can experience the joy of generosity. For disclosure information, see thrivent.com/social

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A meaningful part of your financial plan is your charitable giving. Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Let's connect. 📱410-952-4536 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.

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A meaningful part of your financial plan is your charitable giving. Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Let's connect. 📱410-952-4536 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.

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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.

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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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