Our Story
Our story

Our team has proudly served the Twin Cities area since 1996. We partner with clients to help them make wise money choices that reflect their values. Plus, we help them find ways to demonstrate their generosity where they live, work and worship.  

The conversations we have about generosity highlight how our team views money as a tool, not a goal. In fact, linking clients’ faith and values to the financial and dedicated planning process is one of the things that makes our organization unique. We really love seeing generosity in action and finding ways to inspire others to give back.  

Our core values are gratitude, kindness, generosity, humility, integrity and wisdom. We believe what we have to offer is a gift to be shared. At the end of the day, we want to help you be prepared for the certainty of uncertainty by offering insightful advice based on your needs, wants, wishes and values.  

 

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Dan Myers
Dan MyersWealth AdvisorCFP®, FIC, RICP®

Born and raised in Cottage Grove, Dan joined Thrivent in 2004 after graduating from Gustavus Adolphus with a bachelor’s degree in business management. Anyone who knows Dan well knows his biggest hero is MacGyver. Like MacGyver, Dan is a creative problem solver who tries to take whatever is in front of him and find the most efficient and effective solution.  

Dan is actively involved in the Cottage Grove, Hastings and Woodbury Area Chambers of Commerce. He also serves on the Economic Development Authority for the City of Cottage Grove and is always finding ways to support local community organizations. 

Courtney Myers
Courtney MyersFinancial AdvisorBFA™

Courtney joined our team in 2017 after a successful career in the beauty industry. Her experience behind the chair speaks to the emphasis she puts on building relationships and helping others with a smile. Courtney aims to provide extraordinary client service and consistently makes her clients’ needs a priority. She also strives to educate and empower people to live in alignment with their values and goals.  

In her free time, you can find Courtney loving up her family. She, her husband, Dan, and their children, Wren, Quincy and Severin, live in Cottage Grove and are active members of Crossroads Church. Courtney is true animal advocate and often fosters animals waiting patiently for their fur-ever homes. 

Brad Hunt
Brad HuntGrowth Advisor

Brad joined our team in 2022 after working in higher education and ministry. His extensive experience in the nonprofit sector translates naturally to helping clients and spreading generosity in the community. Brad also has a heart for education—whether it be teaching a new concept or learning from others—and he’s always looking for ways to make his time with clients valuable. Many have said that Brad’s best trait is being able to turn complex scenarios into understandable solutions that can be implemented with ease. 

In Brad’s free time, he attends and serves at Eagle Brook Church, coaches on the ballfield and visits waterparks across the Twin Cities with his wife, Kristina, and their three children, Charlotte, Camden and Crosley. 

Josh Johnson
Josh JohnsonAssociate

Josh joined the Myers team in 2022. After being born and raised in Northeast Wisconsin, he graduated from the University of Minnesota with a degree in mass communications and then worked for Coca-Cola for 12 years before joining Thrivent. Josh loves building relationships with clients and setting up a clear path to help them achieve their short- and long-term goals.  

Josh lives in Woodbury with his wife, Shannon, their one-year-old son, Jace, and their Vizsla, Vinny. In his spare time, Josh can be found attending any and all Gophers sporting events. He is also a proud owner of the Green Bay Packers and is passionately involved at Eagle Brook Church.   

Sophia Pexa
Sophia PexaAssociate

Sophia joined the Myers in 2022, bringing a fresh perspective and enthusiasm cultivated during her studies at Grand Canyon University. Majoring in Finance and Economics, alongside a minor in Entrepreneurship, Sophia quickly established herself as a driven professional.

 

Sophia grew up in New Prague, MN where her journey in finance began, working at a small bank throughout high school. Beyond her professional endeavors, Sophia finds joy in traveling, attending concerts, and cherishing moments her 5 little siblings. Her vibrant personality and genuine passion for connecting with others drive her both inside and outside the office.

Joe Peterson
Joe PetersonAssociate

Born and raised in South Minneapolis, Joe graduated from Saint John’s University in 2022 with a bachelor’s degree in Accounting and Finance. After college, he moved to Spain, spending a year in Madrid teaching English to elementary students—a journey that sharpened his communication skills and love for new experiences.

He joined our team in the summer of 2023 as a Client Services Coordinator. In 2025, Joe became fully licensed and stepped into his role as an Associate, bringing a blend of financial expertise and client-first focus to every interaction.

When he’s not working with clients, you’ll find Joe on the ice, the field, or the court playing hockey, soccer, and volleyball. He also loves spending time with family and friends and cheering on Minnesota sports teams.

Arlene Myers
Arlene MyersAssociateCASL®, LUTCF®, FIC

Arlene is the founder of what has grown into the Myers team. She has been with Thrivent since 1996 and specializes in helping clients navigate Medicare.  

In her spare time, Arlene enjoys gardening and spending time with her family.  

Shannon Petersen
Shannon PetersenOffice Professional
Noah Johnson
Noah JohnsonOperations Manager

Noah joined Thrivent in August 2024, bringing with him a wealth of experience in leadership, client service, and community engagement. He holds a bachelor’s degree in psychology and an MBA from Hamline University. Before joining Thrivent, Noah spent seven years with Wells Fargo Advisors, where he led their licensed Distribution Consulting Services team, honing his skills in team leadership and strategic client management.

Beyond his professional accomplishments, Noah volunteers with organizations such as Surly Gives A Damn, Dangerous Man Volunteers, and Dark Clouds Silver Lining.

Noah loves sports and is part of the World Adult Kickball Association and a member of his local HockeyFinder group. He also enjoys cycling, participating in the MS150 ride and supporting the Minnesota United Football Club.

Emily West
Emily WestOffice Professional

Emily joined the Myers in 2025. After enjoying a first career in higher education on the West Coast, she relocated to the Midwest in 2024 to be closer to family. She is excited to discover Minnesota’s natural beauty and cultural heritage and recently attended her first Booyah! Please share your recommendations for favorite outdoor activities, foods, and traditions.

Emily lives in Minneapolis with her husband, Nate, and her two dogs, Duncan and Bruce. She enjoys reading, sewing, thrifting, Dungeons & Dragons, and exploring her new home.

Emily enjoys supporting the team by getting to know clients and their families. She loves welcoming clients into the Myers community and helping them to feel at home.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 651-458-5392

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.