the Myers

TheMyers@Thrivent.com
(651) 458-5392

We're glad you're here 

Whether you heard about Thrivent from someone you know or you’re looking for a local financial advisor, we’re glad you’re here. That’s because we’re here to help empower you to confidently live the life you want in alignment with your goals and values. 

Team intro

We're glad you're here 

Whether you heard about Thrivent from someone you know or you’re looking for a local financial advisor, we’re glad you’re here. That’s because we’re here to help empower you to confidently live the life you want in alignment with your goals and values. 

Our story

We believe your story matters 

Yes, yours! We get it, talking about finances can be overwhelming. We're here to put you at ease—no matter what stage of life you're in. Whether you need help establishing better budgeting habits, planning for retirement, building your business, learning about responsible investment strategies or navigating a complex estate plan, we're committed to providing personalized, transparent financial advice that's grounded in integrity. 

 

Our team

Dan Myers

CFP®, FIC, RICP®

Wealth Advisor

Courtney Myers

BFA™

Financial Advisor

Andrew Held

FIC, CIMA®

Financial Associate

Brad Hunt

Growth Advisor

Josh Johnson

Associate

Zach Gelineau

Associate

Our advice approach

Building your financial blueprint

Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.

How we work with you

Ready to get started? Here's what to expect. 

Our initial meeting will last about one hour. We'll get to know you, learn about your values and goals, and work with you to identify financial strategies to help you on your journey. Come as you are—no need to dress up—and feel free to let us know what your favorite beverage is so we can have it ready when you arrive. 

 

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Additional information

Throughout your financial journey, questions are bound to arise. We can help you find the answers. The following are common questions and answers from individuals like you. 

Contact

Be sure not to include any personally identifiable information such as social security numbers, account numbers, or medical/health information.

By sending this request, I agree that Thrivent or a Thrivent financial professional may contact me at the phone number(s) I provided, even though I may be on a Do Not Call Registry and/or it may be a wireless number.

To learn more about the privacy of your information, visit our privacy policy.

Office information

Phone:

(651) 458-5392

Email:

TheMyers@Thrivent.com

Operating hours:

M – F: 9 a.m. – 5 p.m.

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.