Coastal Wealth Advisors

coastalwealthadvisors@thrivent.com
(805) 375-3221

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.

Our team

Sherith Squires

CFP®, FIC, RICP®, CLTC®

Wealth Advisor

Erik Lundring

CFP®, FIC

Wealth Advisor

L Karsten Lundring

CFP®, ChFC®, CLU®, FIC

Associate

Donald Meyer

ChFC®, CLU®, FIC, RICP®

Insurance Associate

Ian Brown

CFP®

Associate Financial Advisor

Kelly Runnerstrum

Licensed Office Professional

Janet Robideaux

Licensed Office Professional

Andrew Behnke

Dedicated Service Professional

Kristy King

Senior Dedicated Service Professional

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.  

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.

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.

Strong and stable partner

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.

Contact

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To learn more about the privacy of your information, visit our privacy policy.

Office Information

Phone:

(805) 375-3221

Email:

coastalwealthadvisors@thrivent.com

Operating hours:

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

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.