MY JOURNEY - How I got here
I have been in the Financial Services industry since 2002 and look forward to serving my clients with the care and excellence they deserve. I am part of a team of financial advisors, Pattern Wealth Group.
I graduated from Truman State University in Kirksville, MO with a Bachelor of Science and have earned the Certified Investment Management Analyst (CIMA®) designation. Before joining Thrivent, I held various VP roles for Insurance and Investment companies in the Upper Midwest.
MY FAMILY - What fills my heart
I live in Rosemount along with my wife and 2 daughters. We are members of Eaglebrook Church and I enjoy serving in a South Metro Men's Group Bible Study.
What we love to do:
Watch Premier League and MLS™ Soccer
Boat with friends and family
Enjoy all that Minnesota has to offer across the seasons
Meet My Team
Joan has over 20 years of experience in the financial services industry and has a passion for helping people achieve their goals. Before becoming a Practice Support Associate with Pattern Wealth Group, she was a financial representative with Thrivent in the Virtual Guidance Team. With a genuine interest and understanding of each individual journey, she helps our team lead the way in establishing a customized course for the best outcome.
Joan has been a Plymouth resident for over 25 years. Along with spending time with family and friends, she enjoys outdoor activities for all seasons, birding, nature photography and volunteering in her local community.
State(s) Licensed: MN
Practice Support Associate
Theresa has a driving passion to help others by utilizing her talents and gifts in a positive and impactful way. She enjoys helping the team with their marketing efforts and providing an exceptional client experience.
Theresa has lived in Woodbury with her husband Jeff for over 30 years. She enjoys volunteering, long drives, playing cribbage, traveling to see her favorite musicians, watching football and spending time with family and friends. What is most important to her is the happiness and well-being of her family and friends.
Pattern Wealth Group
Patterns help you make connections regarding your thoughts and actions. Recognizing a pattern shines a light on your behavior and decision-making. A pattern can serve as a guide or a blueprint for where you want to go.
Pattern Wealth Group is here to help you use this intelligence to achieve your goals.
Elk River, MN