Helping you navigate life’s financial journey

Coastal Wealth Advisors

Our mission is to improve the quality of life for our clients, their families and our community. We seek to carry out this mission by understanding our clients’ goals and creating solutions centered on financial security, tax efficiency and caring for others.

Team Intro

Our mission is to improve the quality of life for our clients, their families and our community. We seek to carry out this mission by understanding our clients’ goals and creating solutions centered on financial security, tax efficiency and caring for others.

Our story

Here to serve you

For more than 30 years, we have been working to help simplify people's financial lives and maximize their opportunities. We believe success is the result of us working together to offer holistic planning, advice and consistent execution. After getting to know you and your goals, we provide clarity for the vision of your financial future and legacy, and help you get there.

Four men and three women in black business suits standing in front of wood paneling with Thrivent logo

Our team

Sherith Squires

Sherith Squires

CFP®, FIC, RICP®, CLTC®

Wealth Advisor

Erik Lundring

Erik Lundring

CFP®, FIC

Wealth Advisor

Janet Robideaux

Janet Robideaux

Sr. Relationship Manager

Kelly Runnerstrum

Kelly Runnerstrum

Sr. Relationship Manager

L Karsten Lundring

L Karsten Lundring

ChFC®, CLU®, FIC

Associate

Ian Brown

Ian Brown

CFP®

Associate Financial Advisor

Ryan Disselhorst

Ryan Disselhorst

Associate

Sara Beyer

Sara Beyer

Licensed Senior Practice Support Specialist

Laura Welch

Laura Welch

Licensed Advanced Practice Support Specialist

Katie Braun

Katie Braun

Advanced Practice Support Specialist LIC

Michele Smith

Michele Smith

Senior Dedicated Service Professional

Mariah Larsen

Mariah Larsen

Practice Support Specialist

Dusti Napiwocki

Dusti Napiwocki

Advanced Practice Support Specialist LIC

How we work with you

Our approach integrates your objectives into a personalized roadmap that grows and changes as your needs and goals do. We develop customized solutions across these key areas: Helping to strengthen your financial position, protect your financial future, accumulate wealth, explore more tax-efficient ways to manage your money, plan for a long-term care event, save and prepare for income in retirement, turn those savings into a solid retirement income strategy, and pass on a meaningful legacy.  

Woman in black blazer with laptop talking with man over coffee

Our solutions

Dedicated planning services

Dedicated planning services

Collaborate with a financial advisor to get personalized recommendations in your best interest.

Insurance

Insurance

Illness. Injury. The loss of you or a loved one.

Managed accounts

Managed accounts

Managed accounts are financial portfolios that you own, but they're managed by an investment professional.

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

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Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Thrivent membership benefits

Strong and stable

We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 100 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2 million clients, as well as the communities in which they live and work.

Office information

A photo of our office

Operating Hours:

Monday through Friday: 9 a.m. to 5 p.m.