Our team

Sherith joined Thrivent in 1991 after two years in the human resources field. She graduated from Pacific Lutheran University in 1988 with a degree in psychology. She and her brother, Erik, followed a family tradition with their father and grandfather in business with Thrivent since 1961 and 1939 respectively. She specializes in retirement income planning, investment management and wealth transfers, as well as tax efficiency strategies. She also works with people going through divorce, helping them with important financial decisions they need to make as they go through their process. Sherith was inducted to the Thrivent Hall of Fame Legends in 2022 and was the first woman to do so in the 100+ year history of the company.* She and her husband, Scott, who she met at PLU, married in 1989, have three children (Brock, Gunnar and Silje) and attend Ascension Lutheran Church in Thousand Oaks, California.

*Hall of Fame Legends is the highest honor that can be earned by Thrivent financial professionals. To qualify as a Legend, a financial professional must reach 30 years of service and by meeting performance goals. Honorees have dedicated their careers to helping Thrivent's clients make financial decisions guided by their values.

Erik started with Thrivent in 1991 and 33 years later he still loves helping people realize their financial dreams. He met his wife, Lori, at Cal Lutheran University and they were married in 1996. They have two children: Tyson, age 22 a senior at Cal Lutheran and Skyler, age 21, a Jr. at Texas Christian University. They love adventurous travel, all sports, and being active outdoors. Erik and his sister, Sherith, are the third generation Lundrings with Thrivent, totaling more than 170 years of service. He specializes in retirement income planning, investment management and wealth transfers, as well as tax efficiency strategies. Erik was the first person under the age of 50 to be inducted into Thrivent’s Hall of Fame Legends in 2022.*

*Hall of Fame Legends is the highest honor that can be earned by Thrivent financial professionals. Honorees have been with the organization for at least 30 years and have dedicated their careers to helping Thrivent's clients make financial decisions guided by their values.

Janet has been working with Erik and his clients since 2006. She is both securities and insurance licensed and provides services for insurance, brokerage, annuity and mutual fund accounts. Janet is also the schedule coordinator for Erik. She enjoys skiing, traveling, concerts, and spending time with her family.

Kelly has been working with Sherith for more than 20 years. She assists with service requests, forms, cash distributions and payments, as well as answers questions regarding client accounts. Kelly is also the primary contact for scheduling Sherith's calendar and client events, and she is a notary public. She and her husband, Brad, have two young adult children and enjoy the ocean, boating and fishing and walks on the beach

Ian joined our team in summer 2019 as an associate and has been in financial services for more than 8 years. He primarily works with Erik's clients coordinating financial and portfolio analysis, and helps with client service related needs. Ian graduated from California Lutheran University with a degree in business and earned his CFP® certification from UCLA. He loves spending time at the beach and hiking with his wife, Ashley, and their 6-year-old son, Camden and new daughter Andi. Ian also enjoys cooking, golfing and exercising.

Ryan assists both Sherith and Erik with client service, client meeting preparation and deliverables. He has 11 years industry experience and joined Coastal Wealth Advisors in February 2023. Ryan graduated in 2008 from Cal Lutheran with a bachelor’s degree in business marketing. He also holds Series 7, 24 and 66 securities licenses.

Ryan is married to Liz, and they have two young children, a son, Francesco, and a daughter, Zoraida. In his free time, Ryan is a fan of Dodgers baseball, football, auto racing and many other sports. He also enjoys being outdoors and at the trampoline park with his kids, hiking and spending time with family. Ryan attends Anthem Church in Thousand Oaks and enjoys serving in the church, including teaching Sunday school.

States Licensed: CA Insurance Lic. #4284207

Sara has been a part of our Remote Practice Support team since 2018. She manages the workflow for the service team and assists with servicing accounts, coordinating analysis, and setting up new accounts as well. Outside of work Sara likes to travel with friends and family, reading, and going to concerts. She works primarily with Erik and Ian's clients.

Laura has been with Thrivent since 2003. She has experience in a variety of areas including Brokerage Services, Suitability, Mutual Fund Customer Service, and she recently joined our Remote Practice Support team. Laura's specialties are working with Investment and Financial Analysis Tools and new accounts. She primarily assists with Erik and Ian's clients.

Mariah has been with Thrivent on the Remote Practice Support team since 2019 and has a background in customer service. In her spare time, she enjoys spending time with family, walking/biking outdoors, and delving into various hobbies including crafting, painting, and classical music. She works primarily with Erik's clients.