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We believe your financial journey should reflect who you are and what you value most. With a foundation rooted in faith and stewardship, we offer steady, personalized guidance — helping you protect what matters, pursue what’s possible, and build a legacy grounded in your values. Because meaningful plans aren’t rushed. They’re built with care. See thrivent.com/social for additional disclosures. #PurposeDrivenPlanning #FaithBasedValues #StewardshipMindset #LegacyWithMeaning #FinancialConfidence #PersonalizedPlanning #GuidedByValues #FutureWithPurpose

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We believe your financial journey should reflect who you are and what you value most. With a foundation rooted in faith and stewardship, we offer steady, personalized guidance — helping you protect what matters, pursue what’s possible, and build a legacy grounded in your values. Because meaningful plans aren’t rushed. They’re built with care. See thrivent.com/social for additional disclosures. #PurposeDrivenPlanning #FaithBasedValues #StewardshipMindset #LegacyWithMeaning #FinancialConfidence #PersonalizedPlanning #GuidedByValues #FutureWithPurpose

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Now is a great time to connect and get another set of eyes on your return. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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Now is a great time to connect and get another set of eyes on your return. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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A new beginning starts with a solid plan. Divorce financial planning with me can help bring clarity, confidence, and direction when life feels uncertain. You don’t have to navigate the financial side of divorce alone. (805) 375-3258 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 #DivorceFinancialPlanning #CDFAProfessional #NewBeginnings #FinancialConfidence #LifeAfterDivorce #PlanningForTomorrow #MoneyMatters #FreshStart

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A new beginning starts with a solid plan. Divorce financial planning with me can help bring clarity, confidence, and direction when life feels uncertain. You don’t have to navigate the financial side of divorce alone. (805) 375-3258 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 #DivorceFinancialPlanning #CDFAProfessional #NewBeginnings #FinancialConfidence #LifeAfterDivorce #PlanningForTomorrow #MoneyMatters #FreshStart

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Your journey deserves a professional that genuinely believes in your vision. 📲(805) 375-3258 For disclosure information, see thrivent.com/social. #ValuesDriven #FinancialConfidence #TeamWithPurpose #FutureFocused #CommonSensePlanning

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Your journey deserves a professional that genuinely believes in your vision. 📲(805) 375-3258 For disclosure information, see thrivent.com/social. #ValuesDriven #FinancialConfidence #TeamWithPurpose #FutureFocused #CommonSensePlanning

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Please join us for a special evening at West Tasting Room as we celebrate the 100th anniversary of the Ventura College Foundation. This relaxed gathering is part of a community outreach effort to bring together friends and supporters who care deeply about education and opportunity. We’re honored to welcome Anne King as our featured speaker. Anne is passionate about student success and helping community college students access vital resources — from scholarships to basic needs support — that can make the difference between dropping out and graduating. Enjoy hors d’oeuvres, a glass of wine, and meaningful conversation as we thank current supporters and warmly welcome those who want to learn more about the Foundation’s impact during this milestone year. Space is limited, so please register soon to reserve your spot. There is no obligation to give — come to celebrate, connect, and learn how lives are being transformed through education. Register by calling (805) 375-3258 or emailing Brenda.Guzman@Thrivent.com. No products will be sold. For disclosure information, see thrivent.com/social. Ventura College Foundation is not affiliated or endorsed by Thrivent. #VenturaCollegeFoundation #100YearsOfImpact #CommunitySupport #EducationMatters #StudentSuccess #GivingBack #MilestoneCelebration #NonprofitSupport #StrongerTogether

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Please join us for a special evening at West Tasting Room as we celebrate the 100th anniversary of the Ventura College Foundation. This relaxed gathering is part of a community outreach effort to bring together friends and supporters who care deeply about education and opportunity. We’re honored to welcome Anne King as our featured speaker. Anne is passionate about student success and helping community college students access vital resources — from scholarships to basic needs support — that can make the difference between dropping out and graduating. Enjoy hors d’oeuvres, a glass of wine, and meaningful conversation as we thank current supporters and warmly welcome those who want to learn more about the Foundation’s impact during this milestone year. Space is limited, so please register soon to reserve your spot. There is no obligation to give — come to celebrate, connect, and learn how lives are being transformed through education. Register by calling (805) 375-3258 or emailing Brenda.Guzman@Thrivent.com. No products will be sold. For disclosure information, see thrivent.com/social. Ventura College Foundation is not affiliated or endorsed by Thrivent. #VenturaCollegeFoundation #100YearsOfImpact #CommunitySupport #EducationMatters #StudentSuccess #GivingBack #MilestoneCelebration #NonprofitSupport #StrongerTogether

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As costs rise, your financial strategy should account for how far your dollars will go in the future, not just how much you have invested today. Thoughtful planning helps your income keep pace with the life you want to live. 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. #InflationPlanning #FinancialStrategy #LongTermPlanning #ProtectYourPurchasingPower #WealthBuilding #RetirementPlanning #SmartMoney

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As costs rise, your financial strategy should account for how far your dollars will go in the future, not just how much you have invested today. Thoughtful planning helps your income keep pace with the life you want to live. 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. #InflationPlanning #FinancialStrategy #LongTermPlanning #ProtectYourPurchasingPower #WealthBuilding #RetirementPlanning #SmartMoney

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From beneficiaries to powers of attorney, small updates today can help prevent confusion tomorrow and keep your plan aligned with what matters most. 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 #EstateAndLegacy #FinancialPlanning #Beneficiaries #FutureFocused #LifeChanges #PlanWithPurpose

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From beneficiaries to powers of attorney, small updates today can help prevent confusion tomorrow and keep your plan aligned with what matters most. 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 #EstateAndLegacy #FinancialPlanning #Beneficiaries #FutureFocused #LifeChanges #PlanWithPurpose

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Retirement isn’t one chapter—it’s a journey with changing needs over time. Working with our team means having a strategy designed for today, tomorrow, and the years ahead—helping you feel prepared no matter what retirement brings. #RetirementReady #FinancialPlanning #LongTermPlanning #IncomeInRetirement 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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Retirement isn’t one chapter—it’s a journey with changing needs over time. Working with our team means having a strategy designed for today, tomorrow, and the years ahead—helping you feel prepared no matter what retirement brings. #RetirementReady #FinancialPlanning #LongTermPlanning #IncomeInRetirement 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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As a holistic financial consultant, I specialize in wealth management, insurance, retirement planning, and divorce financial planning. But what truly sets my work apart is taking the time to understand you. Your financial plan is more impactful when it reflects your life, your values, and your goals—not just the numbers. When I know what matters most to you, we can build strategies that support both your present and your future. 📱(805) 375-3258 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 #HolisticPlanning #FinancialGuidance #WealthManagement #RetirementPlanning #InsurancePlanning #DivorceFinancialPlanning #ClientFocused #FinancialWellbeing

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As a holistic financial consultant, I specialize in wealth management, insurance, retirement planning, and divorce financial planning. But what truly sets my work apart is taking the time to understand you. Your financial plan is more impactful when it reflects your life, your values, and your goals—not just the numbers. When I know what matters most to you, we can build strategies that support both your present and your future. 📱(805) 375-3258 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 #HolisticPlanning #FinancialGuidance #WealthManagement #RetirementPlanning #InsurancePlanning #DivorceFinancialPlanning #ClientFocused #FinancialWellbeing

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Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs. Every situation is unique, which is why working with me can help determine if a Roth conversion aligns with your goals—both for retirement and beyond. #RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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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Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs. Every situation is unique, which is why working with me can help determine if a Roth conversion aligns with your goals—both for retirement and beyond. #RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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.

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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