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PATTERN WEALTH GROUP

ADVICE TAILORED TO FIT YOUR NEEDS

With a combination of more than 112 years of experience, our team specialties include:

  • Financial Planning
  • Retirement accumulation and income planning.
  • Portfolio reviews: asset allocation, diversification, and risk analysis.
  • Tax efficient strategies
  • Insurance planning for risk management.
  • Legacy and wealth transfer
  • Estate protection strategies
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MAKING A DIFFERENCE

Pattern Wealth Group partnered with an amazing local charity, CAER Food Shelf, at our 4th Annual Pattern Wealth Group Golf Fundraiser. We had a fun-filled day on the course and are proud to say we raised over $7000! During the awards banquet, CAER Executive Director Heather Kliewer shared how they are making a huge impact in our community for those in need.

Visit CAER to learn more.


If you have a heart for generosity and love to golf, make sure to connect with us!

Elk River Office

Jeremy Jackson

Jeremy Jackson

FIC, CIMA®

Jeremy has been in the Financial Services industry since 2002 and looks forward to serving our clients with the care and excellence they deserve. He graduated from Truman State University in Kirksville, MO with a Bachelor of Science and has earned the Certified Investment Management Analyst (CIMA®) designation. Before joining Thrivent, he held various VP roles for Insurance and Investment companies in the Upper Midwest.

Jeremy lives in Rosemount along with his wife and 2 daughters. They are members of Eaglebrook Church and he serves in a South Metro Men's Group Bible Study.

Title

Wealth Advisor

State(s) Licensed
AZ , FL , IA , IL , MA , MN , ND , SD , TX , WI
Website
https://connect.thrivent.com/jeremy-jackson
Phone
763-330-2905
    Dave Jackson

    Dave Jackson

    ChFC®, CLU®, CAP®, CASL®, LUTCF®, FIC

    Dave joined Thrivent in 1995 and has served thousands of clients on their path to Financial Clarity and Retirement.

    He and his wife Val have lived in Zimmerman, MN for the last two decades and are active members at Emmanuel Lutheran Church in Elk River.

    They love traveling and exploring the country in their RV, volunteering at various organizations in the local community, nationally and internationally. They cherish spending time with family and friends. They very much enjoy spending time with their nine grandchildren. They do this all while working alongside their son Jeremy at Pattern Wealth Group-Thrivent.

    Title

    Associate

    State(s) Licensed
    AZ , FL , IA , IL , MN , MO , ND , SD , TX , WI
    Website
    https://connect.thrivent.com/dave-jackson
    Phone
    763-330-2905
      Mark Worner

      Mark Worner

      ChFC®, CLU®, LUTCF®, FIC

      Mark is a Graduate of Concordia College. He has 39 years of experience in the Financial Services Industry. Mark and his wife, Karen, live in St. Michael and have two adult children. Mark and Karen are members of the Buffalo Covenant Church. Mark enjoys sports, hiking on the North Shore, skiing and duck hunting.

      Title

      Associate

      State(s) Licensed
      AZ , FL , MN , TX , WI
      Website
      https://connect.thrivent.com/mark-worner
      Phone
      763-682-6011
        Brenda Roux

        Brenda Roux

        CLTC®

        Brenda joined Thrivent in 2012. She graduated from North Dakota State University with a Bachelor of Science degree and has earned the Certification in Long-Term Care designation. By asking questions, listening and using the tools available to her, Brenda loves to help clients achieve their financial goals. Brenda has lived in Elk River, Minnesota, for more than 20 years with her husband, Jason. They are proud parents to Zach, who serves in the U.S. Air Force, and Savannah, a college student. They are members of Central Lutheran Church.

        Title

        Associate Financial Advisor

        State(s) Licensed
        AZ , FL , MN , ND , TX , WI
        Website
        https://connect.thrivent.com/brenda-roux
        Phone
        763-330-2905
          Josiah Parker

          Josiah Parker

          Josiah specializes in holistic and tax efficient financial planning for young families, pre-retirees, retirees and business owners—in growth mode or planning for a successful exit strategy. Through his authentic and thoughtful approach, he helps clients who want to keep their hard-earned money and achieve financial freedom, while prioritizing family, purpose and generosity.

          Josiah is married to his amazing wife Roxie and has two energetic and fun-loving children—Luke and Emma. He enjoys downhill skiing out West, fishing, volunteering at Real Life Church and giving back to his community and non-profit organizations.

          Title

          Financial Advisor

          State(s) Licensed
          AZ , FL , IA , IN , MI , MN , OH , SD , TX , WA , WI
          Website
          https://connect.thrivent.com/josiah-parker
          Phone
          612-990-4125
            Eric Ebeling

            Eric Ebeling

            FIC

            Eric joined Thrivent in 2017. He graduated from University of Minnesota Duluth with a Bachelor of Business Administration. He likes helping people with their finances no matter what life stage they are in. He also enjoys providing financial educating as he wants people to have the knowledge so they can make wise decisions for their own personal situation, so they are able to achieve their goals.

            Eric grew up in Buffalo and has strong roots in the community. Eric married his wife Jillian in 2008. He enjoys golfing, fishing, and traveling. Eric is a member of St. Johns Lutheran church in Buffalo, MN.

            Title

            Financial Advisor

            State(s) Licensed
            AZ , MN , ND , WI
            Website
            https://connect.thrivent.com/eric-ebeling
            Phone
            763-442-4842
              Erika Holland

              Erika Holland

              Erika joined the Pattern Wealth Group after 7 years in the real estate industry, most recently as an operations manager. Her positive personality greets clients on the phone and welcomes them at appreciation events and personal financial reviews. As an office professional and client concierge, she supports the team in all areas of service.

              Erika lives in Buffalo with her husband Josh. They are members of Saint Francis Xavier Catholic Church in Buffalo. They are proud parents of 2 adult children Evan and Hailey. Besides spoiling the family dog, Sadie, her hobbies include reading, walking and kayaking.

              Title

              Office Professional

              Phone
              763-330-2905
                Theresa Janechek

                Theresa Janechek

                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 since 1993. 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.

                Title

                Marketing Coordinator