Shawn is passionate about helping individuals and families make confident decisions and pursue what matters most to them. He believes that meaningful financial planning starts with listening. By taking time to understand each client's goals, values, and aspirations, he helps create personalized strategies designed to support their unique journey.

In today's ever-changing world, financial decisions can feel overwhelming. Shawn strives to be a steady guide and trusted partner, helping clients navigate uncertainty with clarity and purpose. Whether planning for retirement, creating an investment strategy, exploring charitable giving opportunities, or preserving a legacy for future generations, he is committed to helping clients move forward with confidence.

Specialties include:

• Retirement Income Planning

• Investment Strategies

• Charitable Giving & Generosity Planning

• Legacy Planning

Shawn earned his Bachelor of Science degree in Applied Economics with a finance emphasis from the University of Minnesota. Prior to joining Thrivent, he served as an executive for a Minnesota-based company and as a Sergeant in the Army National Guard. He chose to build his practice at Thrivent because of its unique mission to help people live generously and align their financial decisions with their values. As a Christian membership-owned organization, Thrivent provides opportunities for clients to make a meaningful impact in their families, communities, and beyond.

When he's not working with clients, Shawn enjoys spending time with his wife, Ashley, and their three children, Ivadell, Adonira, and Lototele. Family, faith, and service remain at the heart of everything he does.

Tracy grew up in a small community in North Dakota and attended the University of Minnesota Moorhead, where she earned degrees in Political Science and Paralegal Studies with a focus on Estate and Tax. While in college, she met her husband, Rick, in their freshman English class, beginning a partnership that has spanned many years. Together, they have three children and four grandchildren.

Throughout her life, Tracy has been actively involved in school, church, and community organizations. She currently serves on the Hudson Housing Authority Board and remains committed to supporting initiatives that strengthen the community.

Outside of work, Tracy enjoys gardening, golfing, quilting, hiking, fishing, boating, and volunteering with local organizations and congregations. She also loves traveling and spending time with her family. Her dedication to service, community involvement, and wealth of life experience make her a valued member of the Lasting Legacy Financial Consultants team.

Josh grew up with a strong foundation of respecting others, doing the right thing, working hard, and planning wisely for the future. As he grew older, he developed a deep appreciation for perseverance and faith, values that would ultimately shape both his life and career.

After playing collegiate basketball at the University of Northwestern, Josh later earned a Bachelor of Science in Mechanical Engineering from North Dakota State University. He spent seven years working as a Mechanical Engineer for General Motors, where he enjoyed solving complex problems and working alongside talented professionals. While he valued his career and the opportunities it provided, he felt called to make a more direct impact on the lives of individuals and families.

During his years as an engineer, Josh spent much of his free time studying personal finance and helping friends and coworkers navigate financial questions. Before long, he became the person many turned to for guidance and insight. Through a friendship with someone at Thrivent, he discovered an opportunity to combine his analytical background, passion for helping others, and faith-driven desire to serve. After thoughtful consideration and prayer, Josh made the decision to transition careers and become a financial advisor.

Today, Josh is passionate about helping individuals and families gain clarity, make thoughtful decisions, and work toward what matters most to them. He considers it a privilege to walk alongside clients as they pursue their goals and build plans for the future. The opportunity to serve others through his work at Thrivent, alongside his wife Amanda, has been a dream come true.

Outside of work, Josh enjoys serving on the worship team at Crossroads Church, playing golf and rec basketball, and spending time outdoors riding dirt bikes, mountain bikes, and snowmobiles. Family is at the heart of everything he does, and he treasures time spent with Amanda, their sons Tucker and Finn, extended family, and close friends. Whether enjoying a quiet evening at home or spending a weekend at the family cabin in northern Minnesota, Josh is grateful for the relationships and experiences that make life meaningful.

Amanda is a Financial Advisor who is passionate about serving others with the same care and commitment she would want for her own family. She enjoys helping clients understand their complete financial picture and guiding them toward decisions that align with their goals, values, and unique circumstances. Building meaningful relationships is Amanda’s favorite part of her work. She feels blessed to walk alongside individuals and families through life's milestones while helping them work toward the future they envision.

Originally from the suburbs of Chicago, Amanda now calls Hudson, Wisconsin home, where she lives with her husband, best friend, and business partner, Josh, their sons Tucker and Finn, and their doodle pup, Molly. She earned a Bachelor of Science in Marketing Management from Olivet Nazarene University, with minors in Spanish and Leadership Studies. During her time there, she competed on both the varsity soccer and swim teams on athletic scholarships. Before joining Thrivent, Amanda spent eight years in corporate business, building her experience with PepsiCo and 3M.

When she is not working with clients, Amanda enjoys spending time with her family and making the most of every season of life. Summer weekends are often spent at the family cabin in northern Minnesota, enjoying lake life, wake surfing, games, and evenings around the fire. During the week, you'll most likely find her spending time with her boys, tending to her garden, playing the piano, gathering with friends, or serving alongside her family at Faith Community Church. Her faith is at the center of who she is and guides the way she lives, serves, and leads.

Amanda is grateful for the opportunity to work alongside Josh and the dedicated team at Lasting Legacy Financial Consultants, helping families pursue their goals while staying rooted in what matters most. She considers it a privilege to serve clients and build lasting relationships centered on faith, family, and purpose.

Charlie graduated from the University of Northwestern-St. Paul and is grateful to be building both his career and life close to home. Raised in New Richmond, he and his wife now enjoy life together in Star Prairie, where they settled into their first home shortly after getting married.

Family is incredibly important to Charlie, and he values spending time with his loved ones whenever he can. He and his wife attend Faith Community Church in Hudson, where they have the privilege of serving with the Refuge youth group on Wednesday evenings.

In his free time, Charlie enjoys traveling, playing cards, hunting for hidden treasures at Goodwill, and playing recreational soccer. He also jokes that one of his newest hobbies is attending friends' weddings, with plenty of celebrations still on the calendar!

Amber grew up in Maplewood, Minnesota, and earned a bachelor's degree in Finance with a minor in Mathematics from the University of Wisconsin–La Crosse. After interning with our office in the summer of 2020, she joined the team full-time as a Practice Support Associate in 2021. Following several years of supporting the team remotely from St. Louis, Missouri, Amber recently relocated back to Minnesota and now works in a hybrid role from our Hudson, Wisconsin office. Her analytical background, attention to detail, and commitment to client service help provide a seamless experience for both our team and the clients we serve.

Outside of work, Amber enjoys spending time outdoors, whether it's taking a leisurely walk, exploring a state or national park, or relaxing by the lake. She also loves discovering new restaurants and trying new recipes in the kitchen. Amber is engaged to her fiancé, Jack, and cherishes time spent with him, as well as with family and friends. Whether sharing a meal, enjoying the outdoors, or making new memories together, she values the relationships and experiences that make life meaningful.

Kristina serves as our Licensed Practice Support Associate, providing valuable support to both Lasting Legacy Financial Consultants and the families we serve. She assists remotely with scheduling, paperwork coordination, and helping address questions and requests that arise throughout the planning process. With a heart for service and a strong attention to detail, Kristina is dedicated to helping ensure a smooth and positive experience for every member.

A graduate of the University of Wisconsin–Oshkosh, Kristina spent five years at Thrivent's Home Office in Wisconsin before joining our team remotely. She grew up in Kaukauna, Wisconsin, where she lives with her husband, Alex, and their two children, Oliver and Veda.

Outside of work, Kristina enjoys playing games, hosting gatherings with family and friends, volunteering in her community, camping, and relaxing in the sunshine with a good book. She values time spent with loved ones and enjoys creating meaningful connections wherever she goes.

Doreen Bonk serves as our Office Professional and is often the first friendly face or voice you'll encounter when visiting or contacting our office. She enjoys helping clients feel welcomed and supported by assisting with scheduling appointments, answering questions, and helping ensure a smooth experience for both new and existing clients.

Originally from the small town of Glencoe, Minnesota, Doreen became a Thrivent member during her teenage years and has maintained a connection to the organization ever since. Her appreciation for serving others began at an early age when she and her brother helped their mother with activities for the local AAL branch. Doreen's professional background includes experience as a legal assistant, with roles at law offices and mortgage companies across several regions of the country. Most recently, she enjoyed working as a preschool assistant at Trinity Academy in Hudson, where she cherished building relationships with students and families.

Doreen has called the Hudson area home since 2003, where she lives with her husband and their three children. Outside of work, she enjoys reading, golfing, and cheering on her children at their many activities. Since joining Tracy Berglund's practice in 2017, Doreen has valued the opportunity to support clients and help create a welcoming, organized, and caring office experience.

Lisa grew up in Apple Valley, Minnesota, and now calls Eagan home. She brings several years of experience in the financial services industry and serves as an Insurance Associate and dedicated support professional for Financial Advisors Josh and Amanda Wikstrom. Lisa is committed to providing exceptional service, helping clients navigate important decisions, and ensuring a thoughtful and seamless experience.

Outside of work, Lisa enjoys listening to podcasts, cheering on Minnesota sports teams, and traveling to spend time with family and friends. She is actively involved in her church and enjoys serving with Together for Good, supporting families and strengthening her local community. When she is not on the go, you can often find her enjoying one of her favorite treats: an acai bowl.