Casey St. Henry - Thrivent

06/01/2026

Last Thursday was fantastic!

I got to be on-site at a client business - auto salvage is a wild world to learn about - the I was able to hit some trails on the way home.

Pretty good way to spend the day 😏

See Thrivent.com/social for important disclosures

05/19/2026

The cost of things I've looked at recently:

$500,000 house, $150k down, 6.4% interest $2189/mo 30 yrs

$73,985 6.4%, 5yrs $1,444/mo

Camper $9,999 9.3% 5 yrs $209/mo.

Things I've bought recently:

SDG Tellis dropper seatpost, slightly used: $70

Moral: when the world seems insane, buy bike parts and go for a ride.

05/15/2026

Last week I got one of my favorite messages of all time (used with permission):

Hey! Glad to have your number! I don’t really think I even know what I need to find out, but we have no real retirement plan, no life insurance, no real savings, no kind of will or succession plan or anything, got like $140k in federal tax credits that we might not ever earn enough to take advantage of, and maybe about $100k in a TIAA 401k. We're 40% owners of the farm, so there's equity in that but not really accessible, and I'll have to buy out my 60% partner sometime in the next 10-15 years and while there's sure to be some inheritance from my folks that can't be the Plan A for anything. I need someone that understands all this stuff to help me put a plan together for what I can/should do with this little bit to work with. Well and I need to be trying to save for six (or more) kids to go to college someday. Kind of a five loaves and two fish deal. I'm talking to Jesus about that but I need to be a better steward of this little bit in the meantime.

These folks are absolutely ideal clients, not because they have tons of money (they don’t) but because they recognize that they:
• Have more to balance than they can handle themselves
• See that they have immediate gaps to fill
• Recognize that there are future needs that need to be addressed now
• Own a business (farm)
• Are Christians
• And my favorite, used the line: “Kind of a five loaves and two fish deal.”

These are the types of folks that my team is best prepared to help – if this sounds at all like you, message me “Two loaves” and let’s get started!

See thrivent.com/social for important disclosures

05/14/2026

I'm planning to ride after work today and didn't want to leave my bike on the rack.

Not gonna lie...I kinda like the bike-in-the-office aesthetic!

05/14/2026

I am planning to ride my bike after work and didn't want to leave it on the rack - I kinda like the mountain bike-office aesthetic!

05/06/2026

Payment services pros (or anyone with variable income): Let's smooth your monthly cash flow & expenses.

I like to think of it as having a place for your money to go each month rather than trying to just hang onto your money.

In everything you do, be intentional, be exceptional.

04/18/2026

While traveling last week, I was the victim of debit card fraud ☹️

I noticed a $0.00 dollar Starbucks charge from St. Louis while in Arizona. The problem is, I always pay for SBUX through their app.

The following day I found two more $0.00 charges from what appeared to be small tech companies.

This is called card testing. Making sure a card number is valid before taking money from the account.

Having had a similar experience many years ago, I called my bank and they shut down my card and issued a new one.

Had I not been semi-obsessive about tracking my money, I probably would have had my account cleared out I'm short order.

Remember, stay vigilant and be careful with your card numbers!

03/19/2026

For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.

Learn more about this recognition: https://bit.ly/4cVuu2j

03/18/2026

I am in the office today but it's rough out there!

If you need something, give me a call and stay safe! 🤙

03/18/2026

Liquidity events don’t just happen at exits—they can happen inside your book. Whether it’s restructuring, partial sales, or cleaning up legacy deals, smart moves now can free up capital and reduce risk later.

For ISOs and reps in payments, your portfolio is an asset—treat it like one.

If you’ve ever wondered what your book is really worth (or how to unlock value without walking away), it’s a conversation worth having.

Shoot me a DM and let’s talk!

See thrivent.com/social for important disclosures

Plan your finances for the people, causes and community you love.