Financial Advisor
.Business Planning
Tax Efficient Planning
Retirement Planning
Business Owners
My team and I have developed a process that gives our clients a 360° view of their finances and the ability to align their decisions with their goals and their goals with their values.
We can't predict the future, but we do help our clients prepare for it.
Our goal is to assist clients in Forest Lake and the surrounding lakes area including Chisago City, Lindstrom, Center City, Linwood, Wyoming, Scandia, Hugo, and Lino Lakes, by coordinating every aspect of their financial plan so they can feel confident about retirement.
When clients follow our process, which is comprehensive in nature, we prepare them to thrive by having a smart place to get money, whenever they need it and for whatever the reason. We call this the "Smart Money Philosophy," and it's a lot different than trying to put all of your money in the smartest possible place.
Regardless of where you are today, with your values and goals as guideposts, we'll develop a clear, easy-to-follow roadmap to a more secure financial future.
Are you ready to get started? Click here to schedule your Strategy Session.
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.
- Bachelors of Accounting, Bemidji State University
- Retirement Income Certified Professional®
- Behavioral Financial Advisor™
- Certified Exit Planning Advisor®
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Arizona
- California(Insurance Lic. #4282837)
- Colorado
- Florida
- Georgia
- Iowa
- Minnesota
- Tennessee
- Wisconsin
Insights
That’s a wrap on The Summit 2026.
Three days in Scottsdale learning, exchanging ideas with other advisors, and digging deeper into the intersection of retirement planning and tax planning.
One theme kept coming back to me this week:
Good tax planning starts with understanding the tax problem you’re actually trying to solve.
That means looking beyond whether you received a refund or had to write a check in April. It means understanding what you’re actually paying in taxes today—and then looking ahead at how decisions around retirement income, Roth conversions, Social Security, charitable giving and other strategies could affect that picture over the years ahead.
I’m heading home with a full notebook, some new ideas, and—probably most importantly—some better questions to be asking in our planning conversations.
Continuing education is valuable. Turning what you learn into better conversations and better planning for clients is where the real value begins.
Thanks to the teams at Retirement Tax Services and The Perfect RIA for another great Summit.
And judging by the screen behind us, I know where I’ll be September 26–29, 2027. 🌵
See thrivent.com/social for important disclosure information.
10 days to go!
We're officially in the countdown to Sip, Serve & Support! Join us on October 9 at Rustic Roots Winery as we gather to support a great cause.
We can't wait to see you there and make a positive impact together!
#GoodCompanyGreatCause #CommunityFirst #RusticRootsWinery #SupportLocalYouth #ForestLakeCommunity #MakingAnImpact #CountdownToGiving #ServeAndSupport
Back in the classroom this week—although Scottsdale isn't a bad place to do it.
I'm spending the next few days at The Summit 2026 with Retirement Tax Services and The Perfect RIA, digging deeper into an area of financial planning I'm passionate about: the intersection of retirement income and tax planning.
The decisions we make around retirement aren't made in isolation. Roth conversions, Social Security, Medicare, charitable giving and how we create retirement income can all interact—and decisions made today can affect someone's tax picture for years to come.
That's why continuing to learn matters.
My goal this week is pretty simple: come home with a few new ideas that can make the planning we do for our clients even better.
Let's get to work.
See thrivent.com/social for important disclosure information.
Office location
Forest Lake Location
85 Lake Street N
Forest Lake, MN 55025
Phone651-238-3030HoursForest Lake, MN 55025
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations