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Insights

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The 2026 CCEF Gala was such a special (and lucky 🍀) evening supporting an incredible cause in our community. It was also great to see so many of my Rotary friends come out to support our Rotary President-Elect, Lisa-Marie Haygood, who did an amazing job helping bring this event to life. Proud to be part of this group of people who are always willing to step up and support meaningful work right here at home. 👏✨

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The 2026 CCEF Gala was such a special (and lucky 🍀) evening supporting an incredible cause in our community. It was also great to see so many of my Rotary friends come out to support our Rotary President-Elect, Lisa-Marie Haygood, who did an amazing job helping bring this event to life. Proud to be part of this group of people who are always willing to step up and support meaningful work right here at home. 👏✨

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Great panel discussion today at the Rotary Club of Canton hearing from young leaders in our community. It’s always a good day sitting at the Thrivent table. 😎

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Great panel discussion today at the Rotary Club of Canton hearing from young leaders in our community. It’s always a good day sitting at the Thrivent table. 😎

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Thrivent's 2026 Business Development Conference felt a little extra special - they brought their Midwest roots to Atlanta, Georgia. This week was a pause that allowed us to reconnect with our purpose, connect with friends, and explore the deeper why behind the work we do each day. We heard powerful reminders from Justin Forsett about resilience and the humility it takes to ask for help, something that applies as much to life as it does to leadership. We were also challenged by Zack Kass, whose insights into the next generation and the expanding role of AI in financial planning reinforced an important truth: while the tools we use will continue to evolve, meaningful advice will always be rooted in human connection. What stayed with me most was the consistent call to slow down and go deeper with our clients. This profession isn’t just about strategies, projections, or performance: it’s about understanding people. It’s about asking better questions and truly listening: What is the life you are trying to build, and what is your money actually for? See thrivent.com/social for important disclosures.

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Thrivent's 2026 Business Development Conference felt a little extra special - they brought their Midwest roots to Atlanta, Georgia. This week was a pause that allowed us to reconnect with our purpose, connect with friends, and explore the deeper why behind the work we do each day. We heard powerful reminders from Justin Forsett about resilience and the humility it takes to ask for help, something that applies as much to life as it does to leadership. We were also challenged by Zack Kass, whose insights into the next generation and the expanding role of AI in financial planning reinforced an important truth: while the tools we use will continue to evolve, meaningful advice will always be rooted in human connection. What stayed with me most was the consistent call to slow down and go deeper with our clients. This profession isn’t just about strategies, projections, or performance: it’s about understanding people. It’s about asking better questions and truly listening: What is the life you are trying to build, and what is your money actually for? See thrivent.com/social for important disclosures.

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Our client appreciation event was an incredible evening filled with laughter, connection, and holiday cheer. It’s clear this may need to become an annual tradition! To all who joined us, thank you for making this celebration so special. Here’s to many more! 🎄✨

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Our client appreciation event was an incredible evening filled with laughter, connection, and holiday cheer. It’s clear this may need to become an annual tradition! To all who joined us, thank you for making this celebration so special. Here’s to many more! 🎄✨

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He doesn’t join me for every community event, but when he does… he walks away a winner! My fiancé Sean was my date for the C5 Georgia Bourbon & Wine Event last week and managed to win a golf-themed raffle prize. I guess that made being my plus-one worth it! 🥃🍷⛳ Love supporting great causes and connecting with our community. Huge thanks to C5 Georgia for an incredible evening!

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He doesn’t join me for every community event, but when he does… he walks away a winner! My fiancé Sean was my date for the C5 Georgia Bourbon & Wine Event last week and managed to win a golf-themed raffle prize. I guess that made being my plus-one worth it! 🥃🍷⛳ Love supporting great causes and connecting with our community. Huge thanks to C5 Georgia for an incredible evening!

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What will you do in retirement? Hopefully not just sitting around doing puzzles… In all seriousness, we sent beautiful fall-themed puzzles out to some of our clients a few months ago as a token of our appreciation, and to give them something to do when the weather turns! Thankfully my dad has other hobbies in his retirement but he did take the time to get this photo doing the puzzle! ❤️

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What will you do in retirement? Hopefully not just sitting around doing puzzles… In all seriousness, we sent beautiful fall-themed puzzles out to some of our clients a few months ago as a token of our appreciation, and to give them something to do when the weather turns! Thankfully my dad has other hobbies in his retirement but he did take the time to get this photo doing the puzzle! ❤️

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Thanksgiving cards coming soon! So grateful for this beautiful season of reflection and connection. The holidays remind me how much there is to appreciate…family, friends, and the moments that make life meaningful. 💛

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Thanksgiving cards coming soon! So grateful for this beautiful season of reflection and connection. The holidays remind me how much there is to appreciate…family, friends, and the moments that make life meaningful. 💛

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Yesterday was a gorgeous day on the course for Thrivent’s 2nd Annual Atlanta Golf Cup 🏆 with my client Phil, and some of his best golf buddies. Thank you to the Manor Golf and Country Club for hosting! ⛳

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Yesterday was a gorgeous day on the course for Thrivent’s 2nd Annual Atlanta Golf Cup 🏆 with my client Phil, and some of his best golf buddies. Thank you to the Manor Golf and Country Club for hosting! ⛳

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Happy Birthday to the best assistant, Virginia! Thank you for all you do. 🤍

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Happy Birthday to the best assistant, Virginia! Thank you for all you do. 🤍

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Thrivent has officially arrived in Canton! ❤️ This morning, I had the honor of hosting a ribbon cutting ceremony with the Cherokee Chamber of Commerce to celebrate the grand opening of my brand new office at Thrive Coworking at the Mill. A huge thank you to the Chamber and everyone who came out to support me. I’m excited to serve the Canton community and look forward to all that’s ahead!

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Thrivent has officially arrived in Canton! ❤️ This morning, I had the honor of hosting a ribbon cutting ceremony with the Cherokee Chamber of Commerce to celebrate the grand opening of my brand new office at Thrive Coworking at the Mill. A huge thank you to the Chamber and everyone who came out to support me. I’m excited to serve the Canton community and look forward to all that’s ahead!

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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