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Insights

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

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Legacy Living: Conversations Worth Having Now

There are some conversations we know we need to have… but we keep putting off. Not because we don’t care — but because they feel heavy. On Thursday, March 19th, we’re offering two opportunities to approach those conversations differently — with clarity, humor, and intention. ✨ Legacy Living: Conversations Worth Having Now This interactive workshop will help you begin creating your own Closure Map — a thoughtful guide outlining your meaningful end-of-life wishes so your loved ones aren’t left guessing. Legacy living is an act of love and stewardship — thoughtfully preparing today so the people you cherish are cared for tomorrow. You can join us at: ☀️ 10:00 AM Doors open at 9:30 AM for coffee, fruit, and pastries. 🌙 5:30 PM Dinner is provided. Seating is limited for both sessions to keep the experience interactive and personal, so advance registration is required. If this has been on your heart, don’t wait. 👉 RSVP for 10 AM: https://bit.ly/4qMazWP 👉 RSVP for 5:30 PM: https://bit.ly/3MJJghM I would truly love to see you there. 💛 See thrivent.com/social for important disclosures. No products will be sold.

Humor meets heart in this interactive workshop to create your Closure Map and start the legacy conversations that matter most.

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Are your retirement savings on track?

Want to help boost your 2025 tax savings? Let's connect to explore how you can balance your retirement goals with your day-to-day.

How much you need to save depends on your income, lifestyle and retirement goals. Connect with your financial advisor today to take advantage of urgent options...

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When should you get life insurance?

Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️

For many people, life insurance doesn't seem necessary until they reach a certain age, get married, or have children. However, life insurance can be beneficial...

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Lately, I’ve sought to be more intentional about practicing gratitude. And you know who keeps coming to mind? My clients. The trust you place in me… the honest conversations… the commitment you have to growing your businesses and caring well for your families — it’s not something I ever take for granted. I feel incredibly thankful to walk alongside people in their highs and their heartbreaks. Gratitude changes perspective. And today, I’m simply grateful for you. 💛 See thrivent.com/social for important disclosures.

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Lately, I’ve sought to be more intentional about practicing gratitude. And you know who keeps coming to mind? My clients. The trust you place in me… the honest conversations… the commitment you have to growing your businesses and caring well for your families — it’s not something I ever take for granted. I feel incredibly thankful to walk alongside people in their highs and their heartbreaks. Gratitude changes perspective. And today, I’m simply grateful for you. 💛 See thrivent.com/social for important disclosures.

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What’s one question you’ve always wanted to ask a financial advisor… but never have? If you could ask me anything about money, retirement, investing, providing for your family, building a business, or giving generously — what would it be? I truly believe financial planning is about stewardship. It’s about being intentional with what we’ve been entrusted with and building a life — and legacy — that reflects what matters most. Drop your question in the comments, or send me a private message if that feels more comfortable. 💛 See thrivent.com/social for important disclosures.

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What’s one question you’ve always wanted to ask a financial advisor… but never have? If you could ask me anything about money, retirement, investing, providing for your family, building a business, or giving generously — what would it be? I truly believe financial planning is about stewardship. It’s about being intentional with what we’ve been entrusted with and building a life — and legacy — that reflects what matters most. Drop your question in the comments, or send me a private message if that feels more comfortable. 💛 See thrivent.com/social for important disclosures.

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There are some conversations we know we need to have… but we keep putting off. Not because we don’t care — but because they feel heavy. On Thursday, March 19th, we’re offering two opportunities to approach those conversations differently — with clarity, humor, and intention. ✨ Legacy Living: Conversations Worth Having Now This interactive workshop will help you begin creating your own Closure Map — a thoughtful guide outlining your meaningful end-of-life wishes so your loved ones aren’t left guessing. Legacy living is an act of love and stewardship — thoughtfully preparing today so the people you cherish are cared for tomorrow. You can join us at: ☀️ 10:00 AM Doors open at 9:30 AM for coffee, fruit, and pastries. 🌙 5:30 PM Dinner is provided. Seating is limited for both sessions to keep the experience interactive and personal, so advance registration is required. If this has been on your heart, don’t wait. 👉 RSVP for 10 AM: https://bit.ly/4qMazWP 👉 RSVP for 5:30 PM: https://bit.ly/3MJJghM I would truly love to see you there. 💛 See thrivent.com/social for important disclosures. No products will be sold.

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There are some conversations we know we need to have… but we keep putting off. Not because we don’t care — but because they feel heavy. On Thursday, March 19th, we’re offering two opportunities to approach those conversations differently — with clarity, humor, and intention. ✨ Legacy Living: Conversations Worth Having Now This interactive workshop will help you begin creating your own Closure Map — a thoughtful guide outlining your meaningful end-of-life wishes so your loved ones aren’t left guessing. Legacy living is an act of love and stewardship — thoughtfully preparing today so the people you cherish are cared for tomorrow. You can join us at: ☀️ 10:00 AM Doors open at 9:30 AM for coffee, fruit, and pastries. 🌙 5:30 PM Dinner is provided. Seating is limited for both sessions to keep the experience interactive and personal, so advance registration is required. If this has been on your heart, don’t wait. 👉 RSVP for 10 AM: https://bit.ly/4qMazWP 👉 RSVP for 5:30 PM: https://bit.ly/3MJJghM I would truly love to see you there. 💛 See thrivent.com/social for important disclosures. No products will be sold.

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What kind of financial goals do you have for your future retirement? If you’d like to have an additional income stream to supplement your retirement savings for unplanned expenses or spontaneous trips, consider an annuity. Annuities can be customized for your unique needs. Let’s discuss if an annuity may be right for you. See thrivent.com/social for important disclosures.

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What kind of financial goals do you have for your future retirement? If you’d like to have an additional income stream to supplement your retirement savings for unplanned expenses or spontaneous trips, consider an annuity. Annuities can be customized for your unique needs. Let’s discuss if an annuity may be right for you. See thrivent.com/social for important disclosures.

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Chris and I snuck away to Vegas for a quick trip this week — just a little sunshine, time together, and dinner at our favorite restaurant. ☀️ Nothing extravagant. Just intentional time to reconnect and get out of the cold for a couple of days. One thing about Chris… every trip, his mindset is the same: “Are you having a good time?” He always puts me first. Always making sure I’m cared for and enjoying myself. What a gift that is. What a man. I’m so grateful for a husband who leads with love and selflessness. Sometimes a quick getaway is all it takes to come home refreshed and reminded of what matters most. ❤️ See thrivent.com/social for important disclosures.

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Chris and I snuck away to Vegas for a quick trip this week — just a little sunshine, time together, and dinner at our favorite restaurant. ☀️ Nothing extravagant. Just intentional time to reconnect and get out of the cold for a couple of days. One thing about Chris… every trip, his mindset is the same: “Are you having a good time?” He always puts me first. Always making sure I’m cared for and enjoying myself. What a gift that is. What a man. I’m so grateful for a husband who leads with love and selflessness. Sometimes a quick getaway is all it takes to come home refreshed and reminded of what matters most. ❤️ See thrivent.com/social for important disclosures.

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A new baby changes everything—especially how you plan for the future. Life insurance can be a meaningful way to protect and provide for them. Take a look at this guide to life insurance for new parents: https://bit.ly/4ir448q ​ Let’s connect if you’d like to take the next step.

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A new baby changes everything—especially how you plan for the future. Life insurance can be a meaningful way to protect and provide for them. Take a look at this guide to life insurance for new parents: https://bit.ly/4ir448q ​ Let’s connect if you’d like to take the next step.

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Grateful for a week in Atlanta spent with friends and colleagues from across the country. 💛 There’s something special about stepping away from the day-to-day to connect, collaborate, and learn alongside people who care deeply about doing this work well. I always walk away from these conferences encouraged by friendships, sharpened by thoughtful conversations, and grounded again in why I do what I do. Thankful for time together, for wise counsel, and for the opportunity to keep growing so I can serve with integrity and heart. I'm back home with a full cup and a grateful spirit. See thrivent.com/social for important disclosures.

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Grateful for a week in Atlanta spent with friends and colleagues from across the country. 💛 There’s something special about stepping away from the day-to-day to connect, collaborate, and learn alongside people who care deeply about doing this work well. I always walk away from these conferences encouraged by friendships, sharpened by thoughtful conversations, and grounded again in why I do what I do. Thankful for time together, for wise counsel, and for the opportunity to keep growing so I can serve with integrity and heart. I'm back home with a full cup and a grateful spirit. See thrivent.com/social for important disclosures.

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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