Rooted Financial Advisors - Thrivent

09/02/2026

Working toward financial wellness is worth your time. The benefits extend far beyond just financial. Which of these would have the greatest impact on your life?

08/27/2026

One of my favorite events of the whole year, The Cincinnati Open!

I grew up playing tennis and have gotten into pickleball! I will save that for another day, another post and another rant, but for today we are talking tennis!

The sport is challenging and rewarding with skill and precision required to play well along with endurance to get your body into position to hit the required shot with excellence. Watching some of the best of the best in the world, come to Cincinnati is amazing! The venue, the competition and the excitement is one that even if you are a casual fan, you will get engrossed with. We are fortunate to host this event and I love supporting it.

The biggest rule you learn in tennis (and pickleball) is to always expect the ball to come back! No matter how good of a shot you hit, no matter how tough or unlikely it will be to return, expect it and don't give up! This is what I find has propelled me in life, the never give up, stay focused and be prepared attitude/mantra!

Much like these athletes we spend a considerable amount of time behind the scenes preparing, practicing and going over the gameplan before we meet with our clients. We want to be ready for any shot that may come our way. We want to put you in the best position to win the marathon, 3-set, championship match, called LIFE!

Next year, you should come join us! We would love to have a crowd there with us cheering on the competitors, enjoying the venue and hopefully good weather, while watching world-class tennis here right in our backyard!

08/25/2026

"The Lord himself goes before you and will be with you; he will never leave you nor forsake you. Do not be afraid; do not be discouraged." - Deuteronomy 31:8

08/24/2026

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️

Strong economic growth, broadening market leadership and attractive bond yields remain key market themes.

08/23/2026

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.

08/19/2026

It is Finished! Famous words and also a declaration of completion!

When we began the challenging project to renovate our powder room, I was not completely convinced we could do it all on our own. Truth be told, we did not do it all on our own. We had input on ideas for design from family, we had a friend stop over to help shut off the water when the shutoffs failed after demo, we needed a plumber to install new shut offs, and I watched LOTS of YouTube videos on techniques to install everything correctly. Like most things in life, I was surrounded by many in accomplishing this project. The second picture shows the before, fyi.

I also learned the importance of time vs money. It really is a binary choice for most of us!

I heard it shared years ago that we can choose to spend more time on a project or more money. This project was exactly that! It took over 2 months to complete it (would've completed sooner had original cabinet not had issues), but if we needed it done quicker, we probably would've had to pay professionals to come and complete it on our behalf. And if we didn't have the funds to pay for help, we would've needed to use our time to complete the project.

I see many online postings about why to hire a financial advisor or why you shouldn't. There is no one-size-fits-all that applies to everyone and every situation. I will say it comes down to do you have the time and will the time to learn cost you more than a professional? Time versus Money is the tradeoff we have always had and will always be in the back of our minds no matter where technology takes us!

How do you decide on whether better to spend the time or the money on a project? Please share any insights below.

08/11/2026

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

07/28/2026

We just got back from an amazing vacation, and I was awestruck by this tree and root system!

I was fortunate to spend time with family exploring Glacier National Park. Growing up my family did not make an effort to seek out the national parks to explore but having married into a family that enjoys hikes, exploring, time together and the parks has been eye opening along with a great annual tradition! While there were many pictures and videos taken, the camera cannot fully encapsulate the beauty of the place, how vast it is and how amazing our God is in creating something like this!

This picture captured on one of our hikes has stuck with me for a variety of reasons but the first is that it appears from one angle like it has everything going strong. It is producing green leaves, it is straight and tall and no damage to the bark, but from another angle you can see the soil is being eroded from underneath and a storm could potentially knock down this tree. I find this a lot in life from one angle everything looks great, but from another perspective there are signs of danger ahead! I know I have been there and appreciate when another person can see what I am unable to see.

The other fascinating part of the image is part of the name of our team, Rooted Financial Advisors. This was inspired by verses in Psalm 1 and a metaphor for the type of advice we give, which is thoughtful, deep, resilient and long-lasting. Seeing the root structure and how intricate the roots spread out to give strength and stability is amazing and rarely a view we get to see so clearly!

What are some of your favorite national parks? Are you a hiker? What are some places we need to add to our bucket list to explore? Please share below!

07/28/2026

You don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️

When you've been busy with a growing family and financial goals like buying a house or paying down debt, it's understandable that you might have put off investing or felt that it's not really for you. But you and your family deserve the benefits of investing, too.

07/27/2026

For months now, one of the big questions has been: Is AI actually improving productivity and profitability? According to Thrivent’s Head of Private Equity Investment Jen Wilson, the answer is yes—but the benefits aren’t always easy to measure. Watch the clip: https://bit.ly/4hjp9UB