Joe is a Wealth Advisor working in our Andover office. Joe has more than 25 years of experience helping clients with their financial goals and became a member of the Thrivent Hall of Fame in 2016.

Hall of Fame represents long-term commitment to our organization with consistent, successful performance. Financial Professionals qualify for Hall of Fame by achieving at least 20 years of service and by meeting performance goals. 

Leif is passionate about helping clients manage their finances through the different seasons of their lives. He focuses on retirement, estate and tax planning strategies for individuals, business owners, and their families.

His certifications as a Certified Exit Planning Advisor®, a Retirement Income Certified Professional® and a Behavioral Financial Advisor™ help him advise his clients on virtually any financial issue.

Leif is currently serving as an elected member of the Forest Lake City Council (2023 - present) and is among a select group, with only 13% of Twin Cities Wealth Advisors earning the esteemed Five Star Award, which he has received for five consecutive years. Professionals who receive this award must possess strong industry credentials and are evaluated based on the quality of their current practices. Criteria for the award include industry experience, the number of households serviced, client assets, client retention rates, education, and professional designation. Additional information can be found here.

Along with his wife, Chelsea, Leif enjoys traveling, motorcycling, and quiet evenings on Forest Lake with family or friends.

Sophey is our Client Relationship Manager as well as being fully licensed. We're grateful to have her help us manage all the details!

She graduated from the University of Minnesota.