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Insights

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

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Happy National Ice Cream Day! With a high of 95 degrees today, ice cream should be celebrated! Vanilla is my favorite flavor, do you have a favorite flavor? Are you going to go celebrate today?!

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Happy National Ice Cream Day! With a high of 95 degrees today, ice cream should be celebrated! Vanilla is my favorite flavor, do you have a favorite flavor? Are you going to go celebrate today?!

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5 financial risks (and how to adapt your financial plan)

Preparing for financial surprises doesn't have to be complicated! Proactive planning can help you stay ahead and avoid other risks that could impact your financial plan. Learn more about strategies to set you up for long-term success here: https://www.thrivent.com/insights/financial-planning/risks-and-habits-that-can-derail-your-financial-plan?utm_source=fieldfb&utm_campaign=2025_P2T_Derailers&utm_medium=fieldsocial&utm_content=DerailFinPlan See thrivent.com.social for important disclosures.

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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While I'm based in Loveland, Colorado, a lot of my clients aren't. Every shaded state on this map is where I have clients that I get the opportunity to serve! → Some I've never met in person. → Some moved away years ago and stayed with me. → All get the same care, attention and service as those who live just down the street! Getting to know people all across the country is one of my favorite parts of working with Thrivent. I am honored to be apart of so many people's financial stories across 13 states! Still waiting for my first Hawaiian addition, and the excuse (I mean reason) for annual face to face meetings!

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While I'm based in Loveland, Colorado, a lot of my clients aren't. Every shaded state on this map is where I have clients that I get the opportunity to serve! → Some I've never met in person. → Some moved away years ago and stayed with me. → All get the same care, attention and service as those who live just down the street! Getting to know people all across the country is one of my favorite parts of working with Thrivent. I am honored to be apart of so many people's financial stories across 13 states! Still waiting for my first Hawaiian addition, and the excuse (I mean reason) for annual face to face meetings!

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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It's important to remember that FAFSA must be submitted every year you want aid (grants, loans, or work study). Mark your calendar well in advance and complete your application as sooon as posisble -- some finanical aid is first come, first served. Typically, the application opens on Oct. 1 for the next school year. Check here for dates and application info: studentaid.gov See thrivent.com/social for important disclosures.

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It's important to remember that FAFSA must be submitted every year you want aid (grants, loans, or work study). Mark your calendar well in advance and complete your application as sooon as posisble -- some finanical aid is first come, first served. Typically, the application opens on Oct. 1 for the next school year. Check here for dates and application info: studentaid.gov See thrivent.com/social for important disclosures.

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If you’re a parent with a college bound student, this is worth a read. Greg Garrison of U.S. News & World Report explores how parents can better prepare their kids for student loans, a topic many families are navigating right now. My business partner, Gene Elder, appreciated the opportunity to speak with Greg and share considerations for helping students and their families understand borrowing options, expectations and long term responsibility before loans ever come into play. @ggarri @us-news-and-world-report Check it out here: https://money.usnews.com/loans/student-loans/articles/how-parents-can-prepare-their-kids-for-student-loans See thrivent.com/social for important disclosures.

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If you’re a parent with a college bound student, this is worth a read. Greg Garrison of U.S. News & World Report explores how parents can better prepare their kids for student loans, a topic many families are navigating right now. My business partner, Gene Elder, appreciated the opportunity to speak with Greg and share considerations for helping students and their families understand borrowing options, expectations and long term responsibility before loans ever come into play. @ggarri @us-news-and-world-report Check it out here: https://money.usnews.com/loans/student-loans/articles/how-parents-can-prepare-their-kids-for-student-loans See thrivent.com/social for important disclosures.

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Thank you to those who attended our Shred and Share Event and Open House to see our new office space. We were able to donate 130 lbs of food to the Larmier County Food Bank! Thank you for helping us make a difference in our community. *No products were sold at this event.

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Thank you to those who attended our Shred and Share Event and Open House to see our new office space. We were able to donate 130 lbs of food to the Larmier County Food Bank! Thank you for helping us make a difference in our community. *No products were sold at this event.

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Join us TOMORROW for our Shred & Share Event and Open House at our office from 9-11am! Bring your confidential documents for secure shredding, and food donations for the Food Bank of Larimer County. Then, come visit our new office space—located in the same building as before, just a new suite—where we’ll serve light breakfast refreshments and offer tours throughout the event. If you’re unable to stay for a visit, we’ll gladly provide a breakfast burrito at the donation line for you to enjoy on the go. Some of you have already stopped by to see the new space—we’d love to see you again. If you haven’t yet had the chance, this is a great opportunity to take a look and reconnect.

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Join us TOMORROW for our Shred & Share Event and Open House at our office from 9-11am! Bring your confidential documents for secure shredding, and food donations for the Food Bank of Larimer County. Then, come visit our new office space—located in the same building as before, just a new suite—where we’ll serve light breakfast refreshments and offer tours throughout the event. If you’re unable to stay for a visit, we’ll gladly provide a breakfast burrito at the donation line for you to enjoy on the go. Some of you have already stopped by to see the new space—we’d love to see you again. If you haven’t yet had the chance, this is a great opportunity to take a look and reconnect.

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Did you know we moved offices? Well, sort of. Our address is the same, but we are now in Suite #102. Come in the building like you would and simply turn left! We are looking forward to welcoming you to our new space. Here is a sneak peek until you can come see in person!

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Did you know we moved offices? Well, sort of. Our address is the same, but we are now in Suite #102. Come in the building like you would and simply turn left! We are looking forward to welcoming you to our new space. Here is a sneak peek until you can come see in person!

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Would you like your contributions to have an even greater impact on the causes you care about? At this free workshop, Thrivent Charitable Impact & Investing Gift Planner, Ben Boline, will discuss ways to help you make the most of what you’ve been given as well as potential tax benefits. Join us for dinner and a presentation, courtesy of the Thrivent Member Network - Front Range Region: Wed., April 29, 2026 | 6:30 - 8:00 p.m. - TPC Clubhouse, Berthoud, CO Register at: https://www.eventbrite.com/e/1983586957988?aff=oddtdtcreator 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. Thrivent.com/disclosures.No products will be sold. 27878F R7-24

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Would you like your contributions to have an even greater impact on the causes you care about? At this free workshop, Thrivent Charitable Impact & Investing Gift Planner, Ben Boline, will discuss ways to help you make the most of what you’ve been given as well as potential tax benefits. Join us for dinner and a presentation, courtesy of the Thrivent Member Network - Front Range Region: Wed., April 29, 2026 | 6:30 - 8:00 p.m. - TPC Clubhouse, Berthoud, CO Register at: https://www.eventbrite.com/e/1983586957988?aff=oddtdtcreator 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. Thrivent.com/disclosures.No products will be sold. 27878F R7-24

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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