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I help you prepare for the financial side of that next chapter—before retirement and throughout it. Because your retirement plan should be built around your life, not someone else’s checklist. For disclosure information, see thrivent.com/social

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I help you prepare for the financial side of that next chapter—before retirement and throughout it. Because your retirement plan should be built around your life, not someone else’s checklist. For disclosure information, see thrivent.com/social

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Numbers matter. But people matter more. I'm here for the big decisions, the unexpected turns, and all the conversations in between. For disclosure information, see thrivent.com/social #FinancialPlanning #ClientRelationships #FinancialConfidence #PlanWithPurpose

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Numbers matter. But people matter more. I'm here for the big decisions, the unexpected turns, and all the conversations in between. For disclosure information, see thrivent.com/social #FinancialPlanning #ClientRelationships #FinancialConfidence #PlanWithPurpose

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A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference. Your tax bracket is a planning tool. Use it. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional 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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A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference. Your tax bracket is a planning tool. Use it. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional 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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A milestone worth celebrating and a new chapter worth getting excited about! 🎉 It’s such an honor helping people transition to and through retirement and watching them step into the next chapter with confidence, excitement, and a whole lot to look forward to. ❤️ **more pictures to come! For disclosure information, see thrivent.com/social

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A milestone worth celebrating and a new chapter worth getting excited about! 🎉 It’s such an honor helping people transition to and through retirement and watching them step into the next chapter with confidence, excitement, and a whole lot to look forward to. ❤️ **more pictures to come! For disclosure information, see thrivent.com/social

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Maybe your “why” is family. Maybe it’s generosity. Maybe it’s retirement. Maybe it’s leaving something meaningful behind. Whatever it is, I believe your financial plan should reflect it. That’s what I love about this work—helping people turn their values into action. Because good planning isn’t just about where your money goes. It’s about why. For disclosure information, see thrivent.com/social #FinancialPlanning #Purpose #Stewardship #FaithAndFinance #LiveGenerously

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Maybe your “why” is family. Maybe it’s generosity. Maybe it’s retirement. Maybe it’s leaving something meaningful behind. Whatever it is, I believe your financial plan should reflect it. That’s what I love about this work—helping people turn their values into action. Because good planning isn’t just about where your money goes. It’s about why. For disclosure information, see thrivent.com/social #FinancialPlanning #Purpose #Stewardship #FaithAndFinance #LiveGenerously

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Good financial planning looks beyond today. We build lasting relationships with our clients and work alongside them through the financial decisions that matter now—and the ones that will matter years from now. That means working with you, your family, and the next generation to create a strategy designed around your goals. Because financial clarity isn’t just about knowing where you are. It’s knowing where you’re going next. #FinancialClarity #LegacyPlanning #FinancialStrategy For disclosure information, see thrivent.com/social

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Good financial planning looks beyond today. We build lasting relationships with our clients and work alongside them through the financial decisions that matter now—and the ones that will matter years from now. That means working with you, your family, and the next generation to create a strategy designed around your goals. Because financial clarity isn’t just about knowing where you are. It’s knowing where you’re going next. #FinancialClarity #LegacyPlanning #FinancialStrategy For disclosure information, see thrivent.com/social

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It’s about helping people use what they’ve been given to care for family, give generously, prepare for retirement, and live out what matters most. After 11 years in this work, that’s still my favorite part. Money has a purpose. Let’s make sure yours does, too. For disclosure information, see thrivent.com/social #FaithAndFinance #FinancialPlanning #Stewardship #LiveGenerously

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It’s about helping people use what they’ve been given to care for family, give generously, prepare for retirement, and live out what matters most. After 11 years in this work, that’s still my favorite part. Money has a purpose. Let’s make sure yours does, too. For disclosure information, see thrivent.com/social #FaithAndFinance #FinancialPlanning #Stewardship #LiveGenerously

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Because building the nest egg is one thing. Knowing how to use it wisely for the years ahead? That’s a whole different conversation. For disclosure information, see thrivent.com/social

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Because building the nest egg is one thing. Knowing how to use it wisely for the years ahead? That’s a whole different conversation. For disclosure information, see thrivent.com/social

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You don't need to do it alone. I'm here to help! For disclosure information, see thrivent.com/social

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You don't need to do it alone. I'm here to help! For disclosure information, see thrivent.com/social

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A little planning today could leave more of your hard-earned money where it belongs—with you and your family. #TaxEfficient #FinancialPlanning For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional

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A little planning today could leave more of your hard-earned money where it belongs—with you and your family. #TaxEfficient #FinancialPlanning For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional

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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