Skip to main content
  • Thrivent.com
  • MyThrivent
  • BrokerCheck
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Us
  • Home
  • About
  • Solutions
  • Insights
  • Contact Us
  • Thrivent.com
  • MyThrivent
  • BrokerCheck

Insights

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

Image Read Post
Image

Your financial plan should reflect more than your income and investment accounts. Working with us can give you the opportunity to bring your faith and values into financial conversations—from generosity and stewardship to preparing for your family’s future and the legacy you want to leave. It’s not about separating faith from finances. It’s about putting your values on the table. For disclosure information, see thrivent.com/social

Image

Your financial plan should reflect more than your income and investment accounts. Working with us can give you the opportunity to bring your faith and values into financial conversations—from generosity and stewardship to preparing for your family’s future and the legacy you want to leave. It’s not about separating faith from finances. It’s about putting your values on the table. For disclosure information, see thrivent.com/social

Image Read Post
Image

A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.

Image

A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.

Image Read Post
Image

Great question. You shouldn’t need a decoder ring to understand your financial advisor. 😄 But those designations can tell you something important: your advisor has invested time and effort into developing specialized knowledge. And ultimately, that knowledge should translate into something much more valuable than letters on a business card: Better conversations. Better questions. Better planning. See thrivent.com/social for additional disclosures.

Image

Great question. You shouldn’t need a decoder ring to understand your financial advisor. 😄 But those designations can tell you something important: your advisor has invested time and effort into developing specialized knowledge. And ultimately, that knowledge should translate into something much more valuable than letters on a business card: Better conversations. Better questions. Better planning. See thrivent.com/social for additional disclosures.

Image Read Post
Image

Start preparing today. https://connect.thrivent.com/seneca-group For disclosure information, see thrivent.com/social.

Image

Start preparing today. https://connect.thrivent.com/seneca-group For disclosure information, see thrivent.com/social.

Image Read Post
Image

Numbers matter. But people matter more. Our team is made up of experienced financial professionals who believe good planning starts with actually getting to know you—your goals, your priorities, and what keeps you up at night. We’re here for the big decisions, the unexpected turns, and all the conversations in between. Because we’re not looking for a one-time transaction. We’re building relationships that last. #FinancialPlanning #ClientRelationships #FinancialConfidence #PlanWithPurpose

Image

Numbers matter. But people matter more. Our team is made up of experienced financial professionals who believe good planning starts with actually getting to know you—your goals, your priorities, and what keeps you up at night. We’re here for the big decisions, the unexpected turns, and all the conversations in between. Because we’re not looking for a one-time transaction. We’re building relationships that last. #FinancialPlanning #ClientRelationships #FinancialConfidence #PlanWithPurpose

Image Read Post
Image

Good tax planning connects the dots. #TaxPlanning #RothConversion #RetirementPlanning #TaxStrategy 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

Image

Good tax planning connects the dots. #TaxPlanning #RothConversion #RetirementPlanning #TaxStrategy 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

Image Read Post
Image

Being the person everyone depends on feels pretty good. Until you want to take a vacation. 😉 Or retire. Or something unexpected happens. Part of succession planning is building a business that can keep moving forward—even when you’re no longer the one making every decision. That can mean stronger systems, documented processes, developing key people and creating a clear plan for ownership. Build a business people can buy—not one they can only buy from you. For disclosure information, see thrivent.com/social. #BusinessPlanning #BusinessValue #ExitPlanning #SuccessionPlanning

Image

Being the person everyone depends on feels pretty good. Until you want to take a vacation. 😉 Or retire. Or something unexpected happens. Part of succession planning is building a business that can keep moving forward—even when you’re no longer the one making every decision. That can mean stronger systems, documented processes, developing key people and creating a clear plan for ownership. Build a business people can buy—not one they can only buy from you. For disclosure information, see thrivent.com/social. #BusinessPlanning #BusinessValue #ExitPlanning #SuccessionPlanning

Image Read Post
Image

We help bring the pieces of your financial life together—from retirement income and investments to tax efficiency, estate planning, and your legacy. The goal isn’t just to have a plan. It’s to understand how the pieces work together—and what your decisions could mean for the road ahead. 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 profession

Image

We help bring the pieces of your financial life together—from retirement income and investments to tax efficiency, estate planning, and your legacy. The goal isn’t just to have a plan. It’s to understand how the pieces work together—and what your decisions could mean for the road ahead. 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 profession

Image Read Post
Image

Outside of work, Mark enjoys cycling and weightlifting and spending time with his wife, Nancy, and their two children. https://connect.thrivent.com/seneca-group For disclosure information, see thrivent.com/social. #MeetTheTeam #FinancialPlanning #FinancialConfidence

Image

Outside of work, Mark enjoys cycling and weightlifting and spending time with his wife, Nancy, and their two children. https://connect.thrivent.com/seneca-group For disclosure information, see thrivent.com/social. #MeetTheTeam #FinancialPlanning #FinancialConfidence

Image Read Post
Image

Good financial planning looks beyond today. At the Seneca Group, 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. #SenecaGroup #FinancialClarity #WealthPlanning #LegacyPlanning #FinancialStrategy For disclosure information, see thrivent.com/social

Image

Good financial planning looks beyond today. At the Seneca Group, 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. #SenecaGroup #FinancialClarity #WealthPlanning #LegacyPlanning #FinancialStrategy For disclosure information, see thrivent.com/social

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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.

Thrivent logo

Copyright: © 2026 Thrivent. All rights reserved.