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Insights

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

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What a fantastic weekend at Coopersburg Community Day! ☀️ It was wonderful meeting so many members of our community, connecting with local businesses, and enjoying some great conversations throughout the day. We were lucky to have beautiful weather, which made the event even better. A special shoutout to my teammate Doug Schlegel, who was there with me, although not pictured. Thanks to everyone who stopped by our tent to say hello. We are already looking forward to next year! #Thrivent #CoopersburgCommunityDay #CoopersburgPA #CommunityMatters #CommunityEngagement #LehighValley #RelationshipBuilding #FinancialAdvisor #CommunityConnections #MakingConnections

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What a fantastic weekend at Coopersburg Community Day! ☀️ It was wonderful meeting so many members of our community, connecting with local businesses, and enjoying some great conversations throughout the day. We were lucky to have beautiful weather, which made the event even better. A special shoutout to my teammate Doug Schlegel, who was there with me, although not pictured. Thanks to everyone who stopped by our tent to say hello. We are already looking forward to next year! #Thrivent #CoopersburgCommunityDay #CoopersburgPA #CommunityMatters #CommunityEngagement #LehighValley #RelationshipBuilding #FinancialAdvisor #CommunityConnections #MakingConnections

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Recently, the Upper Perkiomen YMCA and I have formed a partnership called Fitness & Finances. The Y is where I do most of my workouts — lifting, swimming, and taking their other classes which are all fun — so it’s meaningful to collaborate with them on financial education programs throughout the year. This session focused on common questions people have as they approach retirement and provided general guidance to help attendees think through key considerations and timelines. I enjoyed being part of the event and look forward to future opportunities to support the Y community. #ThriventFinancial #FinancialSeminar #FitnessAndFinances #YMCACommunity #RetirementPlanning #CommunityEvent #FaithAndFinance #ThriventAdvisor #EducationalWorkshop #RetirementReadiness

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Recently, the Upper Perkiomen YMCA and I have formed a partnership called Fitness & Finances. The Y is where I do most of my workouts — lifting, swimming, and taking their other classes which are all fun — so it’s meaningful to collaborate with them on financial education programs throughout the year. This session focused on common questions people have as they approach retirement and provided general guidance to help attendees think through key considerations and timelines. I enjoyed being part of the event and look forward to future opportunities to support the Y community. #ThriventFinancial #FinancialSeminar #FitnessAndFinances #YMCACommunity #RetirementPlanning #CommunityEvent #FaithAndFinance #ThriventAdvisor #EducationalWorkshop #RetirementReadiness

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Recently, I was invited to do the opening Introduction & Devotional at our Thrivent Impact Days. This event was amazing because the main focus is how to serve our clients with intention and support the communities around us. It also presents us the opportunity to connect with peers from neighboring states, share ideas, and learn from one another as we continue to grow in our work. I’m grateful to be part of a community that values faith, service, and collaboration! #financialadvisor #thriventfinancial #christiandevotional

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Recently, I was invited to do the opening Introduction & Devotional at our Thrivent Impact Days. This event was amazing because the main focus is how to serve our clients with intention and support the communities around us. It also presents us the opportunity to connect with peers from neighboring states, share ideas, and learn from one another as we continue to grow in our work. I’m grateful to be part of a community that values faith, service, and collaboration! #financialadvisor #thriventfinancial #christiandevotional

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June 2026 Market Update: Stocks and inflation keep rising

Markets up. Risks remain. See what’s driving Thrivent's outlook. ⬇️

Positive equity momentum continues, tempered by concerns around inflation, consumer resilience, and global conflict.

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Join me for an educational evening at the beautiful Upper Perkiomen YMCA! I’m hosting a complimentary seminar titled: 5 Keys to Retiring Fearlessly. This presentation is designed to help you feel more informed and confident as you plan for your future. 📅 Thursday, May 21st 🕡 Refreshments at 6:30 PM 🕖 Presentation begins at 7:00 PM Whether you're preparing for retirement or supporting someone who is, this session will share practical concepts to help you make informed decisions. You’re welcome to bring a friend, parent, coworker, or anyone who may benefit from learning about this topic. Use the QR code below to reserve seats for you and your guests; we look forward to seeing you there. This event is for educational purposes only and is not intended to provide individualized financial, investment, or tax advice. #RetirementEducation #FinancialWellness #CommunityEvent #RetirementPlanning #YMCAEvents

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Join me for an educational evening at the beautiful Upper Perkiomen YMCA! I’m hosting a complimentary seminar titled: 5 Keys to Retiring Fearlessly. This presentation is designed to help you feel more informed and confident as you plan for your future. 📅 Thursday, May 21st 🕡 Refreshments at 6:30 PM 🕖 Presentation begins at 7:00 PM Whether you're preparing for retirement or supporting someone who is, this session will share practical concepts to help you make informed decisions. You’re welcome to bring a friend, parent, coworker, or anyone who may benefit from learning about this topic. Use the QR code below to reserve seats for you and your guests; we look forward to seeing you there. This event is for educational purposes only and is not intended to provide individualized financial, investment, or tax advice. #RetirementEducation #FinancialWellness #CommunityEvent #RetirementPlanning #YMCAEvents

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I’m grateful to Lebanon Valley College—and especially to the Breen Center for Student Success—for inviting me to speak at this year’s Success Exposition. As a member of the LVC Class of 2025, it was a meaningful experience to return to campus and engage with both students and staff. During the session, we explored key principles of personal finance and the foundational concepts behind long‑term investing. We also discussed a range of investment considerations and broader financial topics designed to help students build confidence as they navigate their financial futures. It was energizing to see such thoughtful participation and curiosity from the LVC community. Always proud to come home to the Valley. Go Dutchmen. @lvcbreencenter #lvcbreencenter #PersonalFinance #Financial Literacy

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I’m grateful to Lebanon Valley College—and especially to the Breen Center for Student Success—for inviting me to speak at this year’s Success Exposition. As a member of the LVC Class of 2025, it was a meaningful experience to return to campus and engage with both students and staff. During the session, we explored key principles of personal finance and the foundational concepts behind long‑term investing. We also discussed a range of investment considerations and broader financial topics designed to help students build confidence as they navigate their financial futures. It was energizing to see such thoughtful participation and curiosity from the LVC community. Always proud to come home to the Valley. Go Dutchmen. @lvcbreencenter #lvcbreencenter #PersonalFinance #Financial Literacy

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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Andrew Filler (a veteran advisor whom I office with) and I got to give a presentation to Locust Valley Chapel about the importance of knowing the different phases an IRA / 401(k) will go through in your lifetime. Thank you to the members of Locust Valley Chapel and Pastor Terry for hosting us, and I hope everyone learned something valuable! The chilly afterwards was delicious as well! #Locustvalleychapel #financialadvisor #thriventfinancial See thrivent.com/social for important disclosure information

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Andrew Filler (a veteran advisor whom I office with) and I got to give a presentation to Locust Valley Chapel about the importance of knowing the different phases an IRA / 401(k) will go through in your lifetime. Thank you to the members of Locust Valley Chapel and Pastor Terry for hosting us, and I hope everyone learned something valuable! The chilly afterwards was delicious as well! #Locustvalleychapel #financialadvisor #thriventfinancial See thrivent.com/social for important disclosure information

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I appreciated the opportunity to connect with members of the Upper Perkiomen YMCA community and share information about the financial guidance and generosity‑focused programs Thrivent offers. Being part of this YMCA community for the past nine years has been incredibly meaningful, and I’m grateful for the welcoming environment and the people who make it special. Thank you to everyone who stopped by and to the YMCA team for allowing me to set up a table. #YMCA #Upperperkiomenymca #thriventfinancial See thrivent.com/social for important disclosure information.

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I appreciated the opportunity to connect with members of the Upper Perkiomen YMCA community and share information about the financial guidance and generosity‑focused programs Thrivent offers. Being part of this YMCA community for the past nine years has been incredibly meaningful, and I’m grateful for the welcoming environment and the people who make it special. Thank you to everyone who stopped by and to the YMCA team for allowing me to set up a table. #YMCA #Upperperkiomenymca #thriventfinancial See thrivent.com/social for important disclosure information.

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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