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Insights

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

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Let me help you build a retirement strategy that reflects your values and supports the life you envision. 410-952-4536 #RetireWithConfidence #FaithDrivenFinance #ThriventWisdom 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 me help you build a retirement strategy that reflects your values and supports the life you envision. 410-952-4536 #RetireWithConfidence #FaithDrivenFinance #ThriventWisdom 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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Once you’ve got a personalized financial strategy, I’ll help you implement it—step by step. 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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Once you’ve got a personalized financial strategy, I’ll help you implement it—step by step. 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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📞 Call me at 410-952-4536 to get started. 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. #ChristianFinancialAdvisor #Stewardship #FinancialGuidance #LiveWithPurpose #Thrivent #CKA

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📞 Call me at 410-952-4536 to get started. 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. #ChristianFinancialAdvisor #Stewardship #FinancialGuidance #LiveWithPurpose #Thrivent #CKA

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How do you envision retirement? While there are many answers to that question, the key is to dare to discover what’s right for you. Anticipating the milestones you face – as early as age 50 and continuing into your 70s – will help you prepare. Join us for an exclusive conversation with Heather Schreiber at "Key Milestones on Your Journey to an Empowered Retirement." She will share expert advice on ways to save more, reduce taxes, and make the most of Social Security. August 19 2025, 1:00 pm @Dulaney Valley Plaza • Directions to the event will be sent by email after registration. Parking is plentiful. • Lunch provided by Terri Meekins, ordered from Chopt Creative Salad Co. Dare to prepare for the retirement you envision. Join us and build a plan that's as unique as you are. Registration is required: https://connect.thrivent.com/terri-meekins/events Call my office with any questions: 410-952-4536 No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289007.1

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How do you envision retirement? While there are many answers to that question, the key is to dare to discover what’s right for you. Anticipating the milestones you face – as early as age 50 and continuing into your 70s – will help you prepare. Join us for an exclusive conversation with Heather Schreiber at "Key Milestones on Your Journey to an Empowered Retirement." She will share expert advice on ways to save more, reduce taxes, and make the most of Social Security. August 19 2025, 1:00 pm @Dulaney Valley Plaza • Directions to the event will be sent by email after registration. Parking is plentiful. • Lunch provided by Terri Meekins, ordered from Chopt Creative Salad Co. Dare to prepare for the retirement you envision. Join us and build a plan that's as unique as you are. Registration is required: https://connect.thrivent.com/terri-meekins/events Call my office with any questions: 410-952-4536 No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289007.1

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Retirement Isn’t a Destination—It’s a Journey #RetirementPlanning #RICP #PurposefulLiving #SmartRetirement #FaithAndFinance #FinancialJourney For more information visit Thrivent.com/social.

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Retirement Isn’t a Destination—It’s a Journey #RetirementPlanning #RICP #PurposefulLiving #SmartRetirement #FaithAndFinance #FinancialJourney For more information visit Thrivent.com/social.

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Contact me and learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Contact me and learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Let’s build confidence in your future, one step at a time. 📞 Call me at 410-952-4536 to get started. 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. #WhatToExpect #GoalsBasedPlanning #TruePathPlanning #FaithfulFinance #RetirementReady #PlanWithPurpose

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Let’s build confidence in your future, one step at a time. 📞 Call me at 410-952-4536 to get started. 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. #WhatToExpect #GoalsBasedPlanning #TruePathPlanning #FaithfulFinance #RetirementReady #PlanWithPurpose

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Thrivent Market & Economic update

Thrivent’s investment leaders agree—the first half of 2025 was a little like a rollercoaster. Hear their thoughts for how shifting tariffs, policies and geopolitics may influence future volatility, inflation, interest rates and more.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

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It’s More Than Managing Wealth. 410-952-4536 #ComprehensivePlanning #LegacyBuilding #SmartMoneyMoves #LiveYourLegacy #HolisticFinance 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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It’s More Than Managing Wealth. 410-952-4536 #ComprehensivePlanning #LegacyBuilding #SmartMoneyMoves #LiveYourLegacy #HolisticFinance 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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You want to give generously and with purpose. I can help you design a strategy that honors your heart for giving while supporting your overall plan. #CharitableGiving #LegacyPlanning #FaithInAction #PurposefulLiving #ThriventCharitable #CKA 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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You want to give generously and with purpose. I can help you design a strategy that honors your heart for giving while supporting your overall plan. #CharitableGiving #LegacyPlanning #FaithInAction #PurposefulLiving #ThriventCharitable #CKA 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

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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