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

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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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What a privilege it is to lead such a phenomenal team. 🙌 Every day, I’m reminded that our work goes far beyond numbers and strategies. We are a team of bilingual financial advisors called to serve people with excellence—meeting clients not just in their preferred language, but in their deepest values. We don’t lead with products… we lead with purpose. We don’t focus only on transactions… we focus on transformation. Our commitment is simple but powerful: Value first. Always. I’m incredibly proud of a team that shows up with heart, integrity, and a genuine desire to make a difference in the lives of families, business owners, and communities. If you’ve ever felt called to something more— to build a career where faith, purpose, and impact align—this is the kind of work that changes lives… starting with your own. Let’s keep building. Let’s keep serving. Let’s keep leading with purpose. #somosthrivent #purpose #financialplanning Disclosures: thrivent.com/social

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What a privilege it is to lead such a phenomenal team. 🙌 Every day, I’m reminded that our work goes far beyond numbers and strategies. We are a team of bilingual financial advisors called to serve people with excellence—meeting clients not just in their preferred language, but in their deepest values. We don’t lead with products… we lead with purpose. We don’t focus only on transactions… we focus on transformation. Our commitment is simple but powerful: Value first. Always. I’m incredibly proud of a team that shows up with heart, integrity, and a genuine desire to make a difference in the lives of families, business owners, and communities. If you’ve ever felt called to something more— to build a career where faith, purpose, and impact align—this is the kind of work that changes lives… starting with your own. Let’s keep building. Let’s keep serving. Let’s keep leading with purpose. #somosthrivent #purpose #financialplanning Disclosures: thrivent.com/social

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Budgeting isn’t restriction — it’s leadership. Because a budget is simply a plan that gives your money an assignment. At SHINE, with the Convención Bautista Hispana de Texas, I had the privilege of leading a bilingual seminar for 500+ attendees on a truth that changes families: Your money will always go somewhere… The question is whether it goes to your values or to your default habits. Here’s the simple framework we used: The POWER Budget (5 minutes to start): Purpose — What matters most in this season? Outcomes — What goal are we funding next? Where — What are the 3 biggest “leaks”? Execute — Automate the first step (pay yourself first / savings / giving). Review — 10 minutes weekly to stay aligned. Budget = permission. Permission to say “yes” to what you value… and “not now” to what doesn’t serve your calling. 💬 Question: If your spending matched your values perfectly, what would change first—saving, debt, giving, or peace of mind? Disclosures: thrivent.com/social #TeamThrivent #SHINE #FaithAndFinances #Stewardship #FinancialEducation #PurposeDrivenLife #Thrivent

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Budgeting isn’t restriction — it’s leadership. Because a budget is simply a plan that gives your money an assignment. At SHINE, with the Convención Bautista Hispana de Texas, I had the privilege of leading a bilingual seminar for 500+ attendees on a truth that changes families: Your money will always go somewhere… The question is whether it goes to your values or to your default habits. Here’s the simple framework we used: The POWER Budget (5 minutes to start): Purpose — What matters most in this season? Outcomes — What goal are we funding next? Where — What are the 3 biggest “leaks”? Execute — Automate the first step (pay yourself first / savings / giving). Review — 10 minutes weekly to stay aligned. Budget = permission. Permission to say “yes” to what you value… and “not now” to what doesn’t serve your calling. 💬 Question: If your spending matched your values perfectly, what would change first—saving, debt, giving, or peace of mind? Disclosures: thrivent.com/social #TeamThrivent #SHINE #FaithAndFinances #Stewardship #FinancialEducation #PurposeDrivenLife #Thrivent

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2026 IRA contribution deadline: There's still time to maximize your savings

April 15 is coming up, but you still have time to take action. See all the details on 2025 IRA contributions. ⬇️

The calendar has officially flipped to 2026, but you can still contribute to an Individual Retirement Account (IRA) for the 2025 tax year.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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Do you really know what your business is worth—or are you guessing and hoping it’s enough for your future? I’m grateful to share that I earned the CEPA®️ (Certified Exit Planning Advisor) designation—all glory to God for this milestone. 🙌🏽 As a bilingual financial advisor serving purpose‑led business owners, my mission is to help you move from uncertainty to clarity—and from clarity to transferable value. How I help owners create real, lasting value (CEPA approach): *Align goals so your business, personal, and financial plans move in the same direction—on purpose. *Reduce dependence & risk with documented processes, clear controls, and a team that performs beyond the owner. *Drive cash flow & scalability through focused KPIs and disciplined quarterly execution—small wins that compound. *Strengthen leadership & culture so value is durable, not fragile. *Coordinate your advisor team (legal, tax, M&A, finance, insurance) under a single roadmap guided by CEPA’s Value Acceleration Methodology If you’re exploring growth or succession—or you simply want a practical, faith‑aligned plan to increase value and prepare for transition—let’s talk. #SuccessionPlanning #Entrepreneurship #SmallBusinessGrowth #WealthWithPurpose Disclosures: thrivent.com/social

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Do you really know what your business is worth—or are you guessing and hoping it’s enough for your future? I’m grateful to share that I earned the CEPA®️ (Certified Exit Planning Advisor) designation—all glory to God for this milestone. 🙌🏽 As a bilingual financial advisor serving purpose‑led business owners, my mission is to help you move from uncertainty to clarity—and from clarity to transferable value. How I help owners create real, lasting value (CEPA approach): *Align goals so your business, personal, and financial plans move in the same direction—on purpose. *Reduce dependence & risk with documented processes, clear controls, and a team that performs beyond the owner. *Drive cash flow & scalability through focused KPIs and disciplined quarterly execution—small wins that compound. *Strengthen leadership & culture so value is durable, not fragile. *Coordinate your advisor team (legal, tax, M&A, finance, insurance) under a single roadmap guided by CEPA’s Value Acceleration Methodology If you’re exploring growth or succession—or you simply want a practical, faith‑aligned plan to increase value and prepare for transition—let’s talk. #SuccessionPlanning #Entrepreneurship #SmallBusinessGrowth #WealthWithPurpose Disclosures: thrivent.com/social

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Thrivent Rings the NYSE Closing Bell! 🔔 On January 5, 2026, Thrivent marked a historic moment by ringing the New York Stock Exchange Closing Bell—a celebration of growth and purpose. As someone passionate about helping families and business owners build wealth with meaning, this milestone inspires me. Thrivent’s expansion in the ETF space, surpassing $1 billion in assets under management, reflects a commitment to innovation while staying true to values that matter. For me, this is more than a financial achievement— it’s a reminder that when we align our resources with our faith and long-term vision, we create impact that lasts. If you’re a business owner or family seeking strategies that combine financial clarity with biblical stewardship, let’s connect. Together, we can build a legacy that honors your values. #Thrivent #NYSE #FaithDrivenFinance #ETFs #PurposeDrivenWealth Disclosures: thrivent.com/social

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Thrivent Rings the NYSE Closing Bell! 🔔 On January 5, 2026, Thrivent marked a historic moment by ringing the New York Stock Exchange Closing Bell—a celebration of growth and purpose. As someone passionate about helping families and business owners build wealth with meaning, this milestone inspires me. Thrivent’s expansion in the ETF space, surpassing $1 billion in assets under management, reflects a commitment to innovation while staying true to values that matter. For me, this is more than a financial achievement— it’s a reminder that when we align our resources with our faith and long-term vision, we create impact that lasts. If you’re a business owner or family seeking strategies that combine financial clarity with biblical stewardship, let’s connect. Together, we can build a legacy that honors your values. #Thrivent #NYSE #FaithDrivenFinance #ETFs #PurposeDrivenWealth Disclosures: thrivent.com/social

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New year, new chapter—I’m grateful to share that I’ve stepped into the role of Market Developer in South Texas at @Thrivent. ✨ If you know me, you know I care deeply about service and stewardship. After building a bilingual practice and mentoring advisors in joint field work, this role lets me do more of what I love: help new advisors launch well, grow confidently, and serve clients with purpose-based advice. The communities on my heart: • Women making values-aligned decisions for their families • Pastors & ministries stewarding resources for congregations • Hispanic business owners scaling wisely and protecting legacy (English y Español—happy to connect in either language.) What you can expect from me: — Side-by-side mentorship, practical launch playbooks, and real-time case support — Collaboration with teams and community partners to expand financial education — A listening ear; I’m here to help you move from clarity → strategy → action Grateful for the opportunity to serve—one advisor, one family, one business at a time. Let’s make 2026 a year of clarity, confidence, and legacy. #marketdeveloper #goals2026 #financialadvisors #leadership See thrivent.com/social for important disclosures

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New year, new chapter—I’m grateful to share that I’ve stepped into the role of Market Developer in South Texas at @Thrivent. ✨ If you know me, you know I care deeply about service and stewardship. After building a bilingual practice and mentoring advisors in joint field work, this role lets me do more of what I love: help new advisors launch well, grow confidently, and serve clients with purpose-based advice. The communities on my heart: • Women making values-aligned decisions for their families • Pastors & ministries stewarding resources for congregations • Hispanic business owners scaling wisely and protecting legacy (English y Español—happy to connect in either language.) What you can expect from me: — Side-by-side mentorship, practical launch playbooks, and real-time case support — Collaboration with teams and community partners to expand financial education — A listening ear; I’m here to help you move from clarity → strategy → action Grateful for the opportunity to serve—one advisor, one family, one business at a time. Let’s make 2026 a year of clarity, confidence, and legacy. #marketdeveloper #goals2026 #financialadvisors #leadership See thrivent.com/social for important disclosures

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Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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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