Financial Advisor- Tracy Berglund

No matter what your financial goals, achieving them requires preparation. Whether you are just starting out in your career or are preparing for retirement, I'll assess your situation and develop a financial strategy designed exclusively for you using an appropriate combination of solutions and strategies, which may include insurance products and investments.

I grew up in a small community in North Dakota. I attended the University of Minnesota-Moorhead. I graduated with two degrees-Political Science and Paralegal Studies in Estate and Tax. At college, I met my husband, Rick, in our Freshmen English class. We have three children. All three have attended and achieved college degrees. One of my passions is to help others understand many processes of education and education planning.

I have been involved with many school and community activities. Currently helping with the Hudson Backpack program and Hudson Housing Authority. In my spare time, I enjoy gardening, golfing, quilting, volunteering for many organizations and congregations. I enjoy traveling and spending time with my family. Proudly serving Hudson, Stillwater, Lake Elmo, Afton, Lakeland, Roberts, Houlton, Burkhardt, Somerset, Boardman, Baldwin, River Falls, Ellsworth, Woodbury for local areas, as well as many clients in many states within the United States..

Meet My Team

Lasting Legacy Financial Consultants

Lasting Legacy Financial Consultants

Title

Team Practice

Website
https://connect.thrivent.com/lasting-legacy-financial-consultants
    Doreen Bonk

    Doreen Bonk

    Doreen starts her day by thinking about how she can be a blessing to someone.  In her position as an office professional, she gets many opportunities daily to reach that goal.  

    Doreen grew up in the small town of Glencoe, Minnesota and graduated with a bachelor’s degree in the legal assistant program from University of Minnesota – Moorhead.   She has been employed at numerous law offices and mortgage companies in various areas of the country.  Most recently, she was a preschool assistant for 7 years at Trinity Academy in Hudson, WI.  She and her husband, Jason have 3 teenage children who attend(ed) Concordia Academy high school in Roseville.  They have lived in Hudson, WI for the past 17 years and currently attend Shepherd of the Valley Church in Afton, MN.  

    She has been a Thrivent member since she was a teenager.  In grade school she used to “work” with her brother by helping their Mom stuff envelopes for the local AAL branch.  She has been working as an office professional for Tracy Berglund at Thrivent since 2017.  Her hobbies include attending children’s cross country, basketball, baseball and softball games, and sometimes camping and reading.

    Title

    Office Professional

    Phone
    715-954-4595
      Call me
      Amber Johnson

      Amber Johnson

      Amber grew up in Maplewood, Minnesota and graduated from the University of Wisconsin - La Crosse with a bachelor’s degree in finance and minor in mathematics. She did an internship with our office the summer of 2020 and transitioned into her Practice Support Associate role in 2021. Amber now lives in St. Louis, Missouri and supports the team and clients remotely. With an educational background in finance/math, Amber enjoys utilizing analytical skills to help clients reach their financial and personal goals.


      Amber loves spending time in the great outdoors. Whether it’s a leisurely walk, a hike in a state or national park or lounging by the lake, she enjoys spending time outside. She is a big foodie that gets excited to cook new dishes or dine out at a new restaurant. All those activities are even more cherished when she gets to do them alongside her family and friends.

      Title

      Practice Support Associate

      Phone
      715-954-4595
      Fax

      877-909-5436

        Call me