Trey Owens - Thrivent

11/03/2026

If giving is on your list this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals.

Get in touch to discuss which strategy may be right for you.

See thrivent.com/social for important disclosures.

10/30/2026

Wednesday night my wife and I stayed up making treat bags for our daughter’s first Halloween “class” party at daycare! 🎃

Once she was asleep, we had the assembly line humming. Dad was in charge of portioning out the snacks, while Mom handled the decorations to make sure everything matched the bee theme. 🐝

Looking back, I think these are the little moments that end up being core memories. Not necessarily the big stuff, but staying up late together trying to make your kid’s first Halloween special.

Shoutout to all the parents doing the same thing this week. Hope everyone has a memorable Halloween tomorrow. Stay warm and stay safe!

10/27/2026

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.

Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.

It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.

Discover how to help secure your legacy for your loved ones ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

10/27/2026

Exciting news! 🎉​

Thrivent will provide an all-time high $605 million payout of dividends and nonguaranteed policy enhancements to clients with membership in 2027.​

This is one of the meaningful ways we continue to deliver value to our clients, keeping them at the heart of everything we do.

Learn more: https://bit.ly/4z4ieF3​

Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

10/23/2026

Whether you’re supporting your place of worship, a local nonprofit or a cause that’s close to your heart, a donor-advised fund (DAF) is worth considering. A DAF offers flexibility and potential tax advantages, making it easier to align your giving with your goals and turn your generosity into a lasting impact.

Get in touch to explore whether a DAF fits into your financial strategy.

See thrivent.com/social for important disclosures.

10/22/2026

So grateful for the opportunity to partner with St. James and give back to those coming through the Cancer Center doors. Together, we were able to put together 50 patient care kits filled with basic necessities to support patients as they begin their cancer journey!

Thank you to everyone who came out and helped us assemble the kits, and a special thank you to the St. James staff who stayed late to help us out and make last night such a great success. We couldn’t have done it without everyone who showed up and pitched in!

10/21/2026

Hope to see you there! It’ll be a great evening getting a behind-the-scenes look at some of the amazing, lifesaving services St. James provides for our community. We’ll also have the opportunity to give back by helping assemble patient care kits!

Join us for a Business After Hours on Wednesday, October 21st from 5:00-6:00pm at Intermountain Health St. James Hospital as we partner with Intermountain St. James Hospital and Thrivent Financial Services in their oncology unit to assemble care packages for cancer patients.
Our local businesses are doing amazing things-let's support them as we help make Butte a place, we are proud to call home.

10/19/2026

We had a great afternoon Friday at the Big Sky on Waterford Health Fair!

Obviously, events like this give us a chance to meet people, talk about what we do, and hopefully connect with those who could benefit from our services. But one of my favorite parts came toward the end of the event when I started visiting with the other vendors, exchanging information, and learning more about the resources available right here in our community.

When I meet with prospects, my goal is always to add value. Whether they ultimately decide to work with me or not, I like to end meetings by saying, “I hope you’re leaving better than when you walked in.”

That idea goes beyond finances.

Especially when working with seniors, sometimes adding value means simply knowing who to call, where to go, or what local resources are available when a need comes up. The more connected we are to our community, the better resource we can be for the people who walk through our doors.

Being a financial advisor is obviously about financial planning, but I think taking care of people goes beyond the numbers. Helping connect people to resources that allow them to thrive is another way we can serve our clients and our community.

10/16/2026

10/16/2026

Open enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.