Jay Tobias - Thrivent

Jay Tobias - Thrivent Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed.

For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

You have questions. You have goals. You probably have a few “I’ve been meaning to figure that out” items, too.That’s oka...
09/08/2026

You have questions. You have goals. You probably have a few “I’ve been meaning to figure that out” items, too.
That’s okay.
Good financial planning starts with a conversation—not a product recommendation.
We believe everyone deserves a financial partner who will listen first, explain things clearly, and build a plan around their life—not a sales quota.

For disclosure information, see thrivent.com/social

Wishing you and your loved ones a safe and relaxing Labor Day.
09/07/2026

Wishing you and your loved ones a safe and relaxing Labor Day.

Plan for the life you have—and the new chapter that may come next.For disclosure information, see thrivent.com/social. I...
09/03/2026

Plan for the life you have—and the new chapter that may come next.

For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

Whether you’re opening your first account, navigating a career change, getting ready for retirement, or thinking about t...
09/01/2026

Whether you’re opening your first account, navigating a career change, getting ready for retirement, or thinking about the legacy you want to leave, Kevin starts with one simple question:
What matters most to you?
From there, he uses Thrivent’s planning tools to help build a personalized strategy—and makes sure you understand not just what he recommends, but why it makes sense for you.

For more information visit Thrivent.com/social.

Sometimes generosity takes you across the world. 🌍❤️Before leaving South Africa, we had the chance to visit a local scho...
08/30/2026

Sometimes generosity takes you across the world. 🌍❤️
Before leaving South Africa, we had the chance to visit a local school serving 28–40 children ages 3–6 each day.
We brought school supplies, first-aid supplies, and of course… the important stuff: sugary candy! 🍬😂
We used a Thrivent Action Team to purchase the supplies before leaving the U.S., making it pretty special to see that generosity travel all the way to South Africa.
The school provides daily meals and fruit for the kids to take home, while a local hunting outfitter helps provide fresh meat each week for breakfast and lunch.
A little generosity can go a long way—especially when it crosses borders.

For more information visit Thrivent.com/social.

A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, poten...
08/27/2026

A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, potentially creating more tax flexibility down the road.
The key? Timing matters.

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

Because building wealth isn’t just about numbers — it’s about mindset.Work with someone who understands both.For disclos...
08/25/2026

Because building wealth isn’t just about numbers — it’s about mindset.
Work with someone who understands both.

For disclosure information, see thrivent.com/social

We asked. You voted. We listened.Chosen by our community and inspired by the spirit of living generously, this year's wi...
08/21/2026

We asked. You voted. We listened.

Chosen by our community and inspired by the spirit of living generously, this year's winning T-shirt design is officially here.

Thank you for every vote, comment and show of support.

How they're allocated. When they're adjusted. How much risk you're taking.Those decisions can make just as much differen...
08/20/2026

How they're allocated. When they're adjusted. How much risk you're taking.
Those decisions can make just as much difference as what you invest in.

See thrivent.com/social for additional disclosures.

A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount an...
08/18/2026

A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference.
Your tax bracket is a planning tool. Use it.

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

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205-1 Keith Street
Warrenton, VA
20186

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