About Trinity Advisor Group

With over 70 years of combined experience & each financial advisor representing a different generation, we at the Trinity Advisor Group (T.A.G.) build our process on three cornerstones; T.A.G. :

 

T - Tax Strategy

We believe that Taxation is the most overlooked aspect of retirement planning. Implementing a strategy to address taxation is a powerful action a person can take to plan for financial success.

 

A – Advice

We believe the greatest value we provide is to help replacing financial confusion with clarity. We do this by providing unbiased advice that encompasses your entire situation, not just financial products. It is this type of advice that has allowed us to serve families for generations.

 

G – Goal

Any financial plan needs to establish personal, meaningful, and achievable goals. Our clients guide our relationship. Whether that be accumulating for a long retirement, leaving a legacy to the next generation, or giving back, we focus on your needs.

 

By taking our clients through this disciplined process, they have found these principals help create a life of financial clarity.

Paul Amundson

Paul Amundson

ChFC®, FIC, RICP®

I grew up on a small farm near Lowry, MN and graduated from Glenwood High School. Married to my wife Amy for 29 years, we have two children Brayden & Alison. Brayden, age 26 graduated from the University of MN with a Sports Management degree. He is currently working as a sales representative for Branded Bills and resides in Gilbert, AZ. Alison, age 23 graduated from Concordia College in Moorhead MN with a double major in Neuroscience & Psychology. She recently got engaged to Jace and we are excited to be planning a June wedding. She plans to extend her education and attend medical school.

 

Amy and I enjoy biking, hiking, kayaking, paddle boarding, lake time, travelling the country, and glamping in our travel trailer. I also enjoy golfing and Amy has multiple sewing machines and loves to do crafting, canning pickles, applesauce, pears and makes multiple versions of salsa. She has also been told she makes the best monster cookie on the planet.

 

Before coming to Thrivent, I used to sell computer software systems to healthcare facilities. Due to my interest in financial planning and working with people, in 2002 I joined Thrivent and I enjoy working with my clients on a daily basis helping them improve their financial situation.

 

Education and accomplishments:

Associate Degree in Accounting

FINRA Series 7 General Securities Representative

FINRA Series 66 Uniform Combined State Law

Life & Health Insurance Licenses

Designations: ChFC, RICP, FIC

Thrivent representative since 2002

Title: Financial Consultant

State(s) Licensed:  AZ, FL, KS, MN, ND, TX


Title

Financial Consultant

State(s) Licensed
AZ, FL, KS, MN, ND, TX,
Website
https://connect.thrivent.com/paul-amundson
Phone
320-763-7843
    Theo Haar

    Theo Haar

    I was born in Aberdeen, SD and my family moved to Alexandria in 1968 when my dad become President of Bremer Bank. I suppose it was because of his career in finance that I drew an interest to the financial service industry leading me to attended St. Cloud State University, earning a degree in finance.

     

    I’ve been very fortunate to be married to the love of my life, Brenda, for 38 years! Brenda is a retired second grade teacher and currently the music director at Zion Lutheran Church in Alexandria.

     

    We have three adult children. Our daughter Amanda works at Thrivent and her husband Brett is a Master Electrician (which comes in handy). Amanda and Brent gave us twin grandchildren; Jamison and Eleanor. Our son Ryan works alongside Brett, and his wife Ashley runs a cleaning service. They have also blessed us with 3 grandchildren; Cooper, Maryn, and Laken. Allison is our youngest child and is a partner in Lotus Painting Company where they paint commercial and residential properties. We are very fortunate to have all of our family here in the area! 

     

    Family is what we enjoy most, but in our free time we enjoy water sports, motorcycling, hunting, cross country skiing and just hanging out with good friends. 

     

    I have realized that some of the most enjoyable things I like to do is working and helping my clients, which is why I have been with Thrivent for over 41 years and strongly believe we are the most unique and generous financial service organization in the industry. I have been blessed to team with Paul Amundson and Mary Roiger for many years. Being a team allows us to continuously serve our clients now and for the generations to come.


     

    Education and accomplishments:

    Bachelor Science in Finance, St Cloud State university

    FINRA Series 6 & 7 General Securities                                                 

    FINRA series 66 Uniform Combined State Law

    Life & Health Insurance Licenses

    Designations Held: RICP, CLU, CLTC, LUTCF, FIC, Kingdom Advisor

    Thrivent Financial Representative since 1983

    Licensed in: FL, MN, ND, SD, AZ, TX, NE

    Title

    Financial Consultant

    State(s) Licensed
    AZ, FL, MA, MN, ND, NE, SD, TX,
    Website
    https://connect.thrivent.com/ted-haar
    Phone
    320-763-3637
      Mary Anne Roiger

      Mary Anne Roiger

      I grew up in New Ulm, Minnesota; a colorful community with a strong German influence (prost!). After attending Mankato State University and getting married, I moved Alexandria, Minnesota and have called that home for almost 35 years. Alexandria is a community founded by Scandinavians, so I have proudly learned the proper use of the word “uffda”; no easy feat after growing in New Ulm! 


      Since 2012, I have been an Insurance Office Professional with the Thrivent office in Alexandria, MN. With over 20 years of insurance and financial experience, I am able to support our office in a variety of ways. I serve as a resource to the financial professionals and our clients/members in many areas. The decision to form Trinity Advisor Group has been such a positive move and I am pleased to be a part of it! It allows the financial professionals to combine their experience and talents to better help our members.


      My husband, Glen, and I have 2 daughters, Miranda (married to Dana) and Mallori (married to Nate) plus 7 grandkids. We love spending time with them!  In my spare time, I like to be on the lake, camp, swim, hike, bike, travel, and visit the Apache Junction, Arizona area as often as possible. 

      Title

      Insurance Office Professional

      Phone
      320-763-5100
      Fax

      833-671-2301

        Jeremiah Burnham

        Jeremiah Burnham

        I was born, raised, and currently reside in the Alexandria area with my family. I am blessed to say that I have been married to my amazing wife, Tahlia, since July of 2016. We have three beautiful children: Micah (4 years old), Eli (2 years old), and Violet (7 months old). As a family we love to play outside, go to parks, fish, spend quality family time at home, and being involved at our church. Tahlia enjoys sewing, baking, and gardening while I enjoy hunting, fishing, and working on projects around our home.


        Though being in finance was not originally what we had in mind, God had different plans for me and my family. I started off as an elementary teacher in the wonderful school district of Parkers Prairie. Four and a half years into the profession of teaching I was presented the wonderful opportunity to combine three things in my life that I am very passionate about and turn them into a new career: teaching, finance, and faith. Here at Thrivent, I am able to help and teach others about different financial strategies while doing so from a Christ centered basis.

        Title

        Financial Producer I

        State(s) Licensed
        ID, MN, ND, SD,
        Website
        https://connect.thrivent.com/jeremiah-burnham
        Phone
        320-334-2033
        Fax

        833-671-2301