Patti is a seasoned manager with a history of growing effective teams. With hands-on experiences in sales and community development, Patti has the confidence to create, develop, and inspire a high standard of customer service. Patti's strengths include brainstorming new solutions to initiate change, testing and simulating analogies, multitasking and turning abstract concepts into results.

Patti's passions in values-based financial planning and advice include small business owners, women and members and allies of the LGBTQ+ community. Patti's values are those of competence, creativity, decisiveness, diversity, and integrity. Patti's StrengthsFinder attributes are Command, Activator, Strategic, Individualization, and Communication.

Patti currently serves as a board member of Twin Cities Quorum and the Thrivent PRIDE Network Employee Resource Group.

For fun in her upper 40’s, Patti and her husband added Riley Amber Powell to the family on Christmas Eve 2019. Patti's youngest son, Roman, attends U of M. Middle son, Houston, is father to Kaya, born May 2020. Bonus-daughter, Megan, is embracing her entrepreneurial spirit.

Patti's main source of entertainment is attending live concerts, kickboxing at Farrell’s gym, and traveling.

Joe is here to customize the strategies and opportunities that will help you reach your ultimate destination with confidence, aligning your financial planning with your goals and core values. He specializes in retirement income planning, life insurance, investments, extended care insurance, and estate strategies.

Joe's values are Happiness, Family, Pleasure, Autonomy/Freedom, and Friendships.

Joe is currently the New Hope Group Top Golf champion. When not at work, you might find Joe golfing, fishing, hunting, playing volleyball, swimming, or just enjoying time with his family. Joe and his family attend The Grove Church.

Dan is proud to have served the community as a Thrivent financial professional since 2014. As an active dad to ten-year-old Iris and seven-year-old Lincoln, he knows first-hand the importance of understanding, preparing for, and enacting a successful plan for college and is committed to working with parents and grandparents to help make college an accessible financial choice for all interested students.

While he specializes in college planning, Dan is also skilled in teaching others tax-efficient investment and retirement planning strategies, helping people prepare for their retirement years, and walking with customers through the financial planning process to create an individualized path to their goals.

Dan's values are Family, Happiness, Health, Honesty, and Meaningful Work.

Dan and his wife, Leslie, reside in St. Louis Park with their two children, and find most of their time outside of work is spent engaging in their kids' activities: virtual baseball, virtual dance, and, well, virtual everything these days! He is involved with local non-profits in and around St. Louis Park, and in his rare moments of spare time, Dan enjoys running, biking, and golfing.

Kelly's goal is to establish an ongoing financial relationship with you to help you reach your financial goals. He specializes in helping people be more secure in the areas of: retirement income planning, investment management, protecting loved ones against the impact of extended care, death, and disability, and charitable giving. 

Merry-Ellen knows that getting your finances in order isn’t always easy or clear. That’s why she seeks to provide the expertise and support you need. Whether you’re just starting out or preparing for a meaningful retirement, Merry-Ellen believes you deserve personalized financial guidance driven by what’s important to you.

When she's not helping someone assess his or her financial picture, Merry-Ellen can be found enjoying family time with her husband and two kids, taking trips to the cabin, or watching movies. She is an active board member for girls traveling basketball and supporter of a variety of charities and causes, including St. Jude's Children's Hospital, Hope 4 Youth, and missionary work in the Dominican Republic.

Rebecca joined the New Hope Group in 2014 to assist Jon with scheduling and record-keeping. Since then, her role has expanded to include insurance support, marketing tasks, social media, and many office management duties, her favorite of which is to decorate for Christmas!

Outside of the Thrivent office, Rebecca enjoys her roles as wife, homeschooling mom, co-op tutor, and active member of Golden Valley Lutheran Church.

Sophia is our most recent addition to the New Hope Group, joining us in June of 2023. She comes to us with experience in marketing and customer service, and has joined our team to help boost our social media presence and to schedule appointments.