For more than two decades, Brad has helped individuals and families build confidence in their financial future. He specializes in creating personalized strategies for wealth management, retirement planning, and tax‑efficient investing—because your money should work as hard as you do.

He began his career with Thrivent in 2002 and later founded Focus Forward Financial Group to offer a more intentional, organized approach to financial planning. His mission is simple: to give you clarity, reduce complexity, and help you make informed decisions that align with your values and long‑term goals.

Whether you’re planning for retirement, navigating tax strategies, or managing investments, Brad is here to guide you every step of the way.

Outside of work, you’ll likely find Brad enjoying events with his amazing wife, Jennifer, or talking sports. He grew up playing basketball, and is a proud dad of two sons who played hockey.

Jerry firmly believes having a solid, well-thought plan better prepares anyone to adjust in case of life-changing events. He joined our team because he is passionate about helping people build robust strategies and guide them through good times and bad. Jerry serves as a financial professional working with clients, as well as in an operational role for the team. In his operational role, He oversees financial plans and investments, including retirement income planning, asset allocation strategies, tax efficiency strategies and estate wealth transfer strategies that are tailored to each client. He's also adept at integrating investment solutions, along with complex financial planning strategies for high net-worth households and aligning asset management strategies with client goals. He joined Thrivent in 2019, bringing with him years of experience working in several Fortune 500 companies where he held a variety of financial planning and analysis roles, as well as a corporate investor relations position. In his free time, you'll find Jerry with his wife, Brooke, their two children, Minka and Sawyer, spending time enjoying all the great activities Minnesota has to offer.

Beth joined Focus Forward Financial Group in March 2024 after working for an Ohio-based Thrivent advisor from August 2020 to February 2024. She lives in Columbus, OH with her husband of over 25 years, David, and their teenage son. Beth volunteers in her community mentoring young people and supporting local ministries.

At Focus Forward, she schedules client appointments and provides administrative support for the financial advisors. Beth is passionate about supporting her team in helping clients navigate financial planning, protect their savings, and achieve financial clarity.

Theresa has a driving passion to help others by utilizing her talents and gifts in a positive and impactful way. That is why working for the Focus Forward Financial Group to help show people why Thrivent is different is a great fit. Owning her own business in the past makes her uniquely qualified to help the team manage their marketing, development and growth. She enjoys helping the team provide exceptional service to clients while working as efficiently as possible.

Theresa has lived in Woodbury with her husband Jeff for over 26 years. She enjoys volunteering, long drives, playing cribbage, traveling to see her favorite musicians, watching football and spending time with family and friends.