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.

States Licensed: AL, AZ, CA Insurance Lic. #0808531, CO, CT, FL, IA, ID, KS, MT, NC, NE, NM, NV, NY, OR, TN, TX, UT, VT, WA, WI

Erik started with Thrivent in 1991 and 31 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 20, and Skyler, age 19, both at Cal Lutheran 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 160 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.

States Licensed: AR Insurance Lic. #2548921, AZ, CA Insurance Lic. #0816767, CO, FL, HI, IA, ID, IL, IN, KS, MD, MI, MN, MT, NC, ND, NE, NJ, NM, NV, NY, OK, OR, PA, SC, SD, TX, VA, WA, WI

Karsten started with Thrivent Financial in 1961and previously managed the Southwest Region for Thrivent. Karsten specializes in charitable planning and wealth transfer strategies. He and his wife, Kirsten, met in pre-school and are avid Cal Lutheran University alums. They attend Ascension Lutheran, have five grandchildren and enjoy rooting them on at their many sporting events. Although no longer working with clients directly, Karsten continues to assist our team by marketing our practice and spreading goodwill in our local community.

States Licensed: CA Insurance Lic. #0229862

Ian joined our team in summer 2019 as an associate and has been in financial services for more than six 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 five-year-old son, Camden. Ian also enjoys cooking, golfing and exercising.

States Licensed: CA Insurance Lic. #0M55217

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

States Licensed: CA Insurance Lic. #0D16625

Janet has been working with Erik and his clients for more than 16 years. She assists with service requests, forms, handles distributions and answers most questions regarding new and existing accounts. She is also the schedule coordinator for Erik. Janet and her husband, Larry, live in Camarillo, California. She enjoys skiing, travelling, concerts, and spending time with her family.

States Licensed: CA Insurance Lic. #0G56908

Andrew primarily supports Erik with financial planning and investment analysis. He manages the onboarding of new financial planning clients and handles most new business applications. Andrew is a member of a team of service professionals that assist with forms, returning client phone calls and other service requests. He lives in Appleton, Wisconsin.

Kristy and her team primarily support Sherith and Kelly with client service, returning client phone calls, completing forms and new business applications. They are the behind-the-scenes support who input investment statements and tax returns for ensuing investment, risk and return analysis, as well as income tax analysis of current and projected scenarios.