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At Crown Wealth Advisors, our mission is to help you make wise financial decisions.
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Your Future Deserves 60+ Years of Expertise
Your Future Deserves 60+ Years of Expertise

Have You Been Asking Yourself These Questions?

  • When can I retire?
  • Will I run out of money in retirement?
  • What will taxes look like in retirement?
  • What should I do with my 401(k) from a previous employer?
  • Should I be using a Roth IRA?
  • How much insurance do I need?
  • What happens if I'm unable to work?
  • What if I need in-home or nursing home care?
  • When will I have to take an RMD?
  • What happens to my money after I'm gone?

You're not alone—and you don’t have to navigate these questions on your own.

At the core of our team is a commitment to helping individuals and families gain clarity and confidence in their financial lives. We take a client-first approach, getting to know you personally so we can understand not just your finances, but your goals, values, and vision for the future.

Let’s work together to put you in control of your financial journey—with a plan that’s as unique as you are.

Proudly Serving the Otsego, Elk River, Rogers, Maple Grove, Ramsey, and the Greater Twin Cities

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
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Otsego Location
9010 Quantrelle Ave NE Suite 102
Otsego, MN 55330
Phone763-633-5300Hours

By Appointment Only

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 763-633-5300

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.