I am married to Amy and we have four children, Eva, Brewer, Amelia and Kate. Both Amy and I grew up in the Monroe area and have enjoyed building our careers and raising our children in this wonderful community. I currently hold the CFP®, CERTIFIED FINANCIAL PLANNER™ certificant. I also offer purpose-based advice as part of our Financial Planning Framework. Erik serves as the treasurer for the Monroe Kiwanis Club.

I am married and have two children, Tyler and Abbey and have lived in Monroe for the past 20 years. Prior to joining Thrivent Financial in 2016, I was the Business Development Director for Woodford State Bank. I am a part of the Monroe School Board and I am the President of Green County Development Corporation. I currently hold the RICP® (Retired Income Certified Professional) designation specializing in guiding people through important decisions leading up to and through retirement. I recently also added the CDFA® (Certified Divorce Financial Analyst) designation to the list of specialties. My passion is to help empower women finding themselves in a life transition (loss of spouse, divorce, retirement or career changes) to understand their finances and achieve their goals.

Alec Schutz is a Financial Advisor who specializes in holistic financial planning. He began his career in January 2024, driven by a passion for helping people navigate life’s challenges and make confident, informed decisions about their financial future. Alec chose Thrivent because of its people first approach, where meaningful planning begins with understanding each person—not just recommending products. 

Alec’s favorite part of his work is seeing clients move from worry to a sense of calm and control. Known for being personable, sincere, and easy to relate to, he uses empathy, clear communication, and a good sense of humor to help clients feel comfortable and supported throughout the planning process. 

Outside the office, Alec enjoys spending time with his wife and their three—soon to be four—children, along with friends and extended family. He is active in his church and serves as a bugler for a local VFW honor guard, a role he values to honor veterans and support their families during meaningful moments. Being part of something larger than himself—both professionally and personally—is central to who he is. 

I grew up on a cattle ranch in southwestern South Dakota where I gained a strong work ethic and spirit of perseverance. While attending college at the University of Nebraska – Lincoln, I met my wife, Kate. After living in Lincoln for a year and a half after graduation, we moved to Monroe to be closer to Kate’s family. Kate and I are excited to welcome our first child in July of 2025. I am heavily involved at the St. Victors Parish and the Knights of Columbus here in Monroe. Outside of work I enjoy woodworking, fishing, hunting, spending time outdoors, and crafting high quality cocktails.

Jessica Falk has been part of Thrivent since 2015, recently joining the team in March of 2025. Working

primarily behind the scenes, in Marketing & she also supports the team and clients by helping to ensure smooth, efficient

operations and strives for a high standard of service. Guided by her faith-based values and a commitment

to transparency and genuine connection, she believes in building relationships by listening closely and

delivering more than expected. Her passion for this work is rooted in meaningful client experiences that go beyond

finances-striving to provide care and a sense of reassurance when it matters most.

I am an Office Professional at Premier Financial Group, serving as a welcoming and reliable first point of contact for our clients—both in person and over the phone. Since joining Thrivent in September 2025, I have focused on creating a positive, supportive experience for everyone who walks through the door or reaches out with a question.

I have more than 40 years of customer service experience and I bring a deep understanding of how thoughtful service, attentive listening, and genuine kindness can make a meaningful difference. I was drawn to Thrivent for its Christian‑based values and the opportunity to work alongside a friendly, knowledgeable team. My favorite part of my role is connecting with clients to help meet their needs, while collaborating with colleagues that I truly enjoy working with.

Outside of work, I enjoy spending time with my spouse, family, and friends. After recently purchasing a home, my spouse and I are enjoying the process of making it our own. I am especially happy to be back in my hometown of Monroe, reconnecting with familiar faces, meeting new people, and staying involved in the community. I am an active member of Grace Lutheran Church in Monroe, and I love being part of a community where I can see people enjoying life together.