Financial Advisor
.Higher Education Planning
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Business Owners
I’m proud to be a Thrivent Financial Advisor, helping people use money as a tool to support what matters most. Before moving into financial guidance, I spent many years in education and 15 years as a contract negotiator—experiences that shaped how I listen, plan, and advocate for others. I live in Forest Lake with my family, and my wife is an educator, so I have a deep appreciation for people who have commitment to their communities and the importance of thoughtful planning. At Thrivent, we believe humanity thrives when people make the most of all they’ve been given—and I’d be honored to help you do just that.
My team and I are dedicated to helping busy and successful individuals and families plan for a more confident financial future. We'll work together to identify and prioritize your needs and dreams, and then build a plan to help you accomplish your goals.
I provide a personalized and comprehensive approach to financial planning and offer experience in retirement planning strategies, retirement income strategies, family finances, insurance and wealth preservation strategies. With my passion for serving, I will help you plan for the rewarding life you are working so hard for.
Regardless of where you are today, with your values and goals as guideposts, we'll develop a clear, easy-to-follow roadmap to a more secure financial future.
Are you ready to get started? Click here to schedule your Strategy Session.
- Masters of Education Administration, St Mary's University
- Bachelors of Liberal Arts, St. John's University
- Masters of Education, University of St Thomas
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- California(Insurance Lic. #4508709)
- Minnesota
- Texas
- Virginia
- Wisconsin
Insights
What a wonderful evening at Rustic Roots Winery!
Thank you to everyone who joined us as we partnered with Lakes Center for Youth & Families to support their Small Cards. Big Connections. campaign.
Because of the generosity of our community, we helped raise $1,220 for the cause, including $750 in online donations and $470 in person. If you'd still like to support Lakes Center and the youth they serve, we've included a link to learn more and contribute.
These $5 gift cards may seem small, but they make a meaningful impact. Lakes Center staff use them to encourage school attendance, celebrate progress, build connections, and recognize students who are taking positive steps forward. Sometimes a simple gesture is all it takes to remind a young person that their effort is seen and valued.
A special thank you to Rachel and the entire Lakes Center team for bringing such great energy to the event and sharing more about their important work with local youth and families. We also appreciate everyone who stopped by the Thrivent booth, entered our giveaway, and took time to learn more about the mission.
Thank you to Rustic Roots Winery for providing such a beautiful setting and thank you to everyone who helped make the evening a success. Community partnerships like these truly make a difference.
https://lc4yf.ddock.gives/
#LiveGenerously #Thrivent #SmallCardsBigConnections #LakesCenterForYouthAndFamilies #LC4YF #ForestLakeMN #CommunityImpact #SupportLocal #MakingADifference #RusticRootsWinery
8 days to go!
We're officially in the countdown to Sip, Serve & Support! Join us on October 9 at Rustic Roots Winery as we gather to support a great cause.
We can't wait to see you there and make a positive impact together!
#GoodCompanyGreatCause #CommunityFirst #RusticRootsWinery #SupportLocalYouth #ForestLakeCommunity #MakingAnImpact #CountdownToGiving #ServeAndSupport
Tom McCarthy and Leif Erickson here, your local Thrivent Financial Advisors and proud hosts of Sip, Serve & Support!
We've shared a little about the cause and the venue, but now we'd like to reintroduce ourselves as the people behind the event. We're passionate about supporting our community, which is why we're partnering with Lakes Center for Youth & Families for an evening dedicated to giving back.
On October 9, you'll find us at Rustic Roots Winery enjoying good company, connecting with new members of the community, and supporting a cause that helps local youth and families thrive.
All are welcome. We hope to see you there!
#LC4YF #Thrivent #CommunityImpact #SupportLocal #RusticRootsWinery #GivingBackTogether #ForestLakeMN #MinnesotaCommunity #InvestInYouth
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations