At Focus Forward Financial Group, we help individuals and families protect, grow, and preserve their wealth for generations. With CFP® (Certified Financial Planner) and CIMA® (Certified Investment Management Analyst) credentials, we provide expertise in comprehensive financial planning, advanced investment management, and guidance through career transitions.

Our approach is personalized and strategic, combining insight, experience, and actionable guidance to help you confidently focus on the future. Trust, discretion, and exceptional service form the foundation of every long-term relationship we build.

We go beyond financial planning to enhance your financial well-being, safeguard your legacy, and make a lasting difference in the communities that matter to us and our clients. At Focus Forward, your goals are our priority, and your legacy is our commitment.

I firmly believe having a solid, well-thought plan better prepares anyone to adjust in case of life-changing events. I joined this team because I'm passionate about helping people build robust strategies and guide them through good times and bad. I serve as a financial professional working with clients, as well as in an operational role for the team. In my operational role, I oversee financial plans and investments, including retirement income planning, asset allocation strategies, tax efficiency strategies and estate wealth transfer strategies that are tailored to each client. I'm also adept at integrating investment solutions, along with complex financial planning strategies for high net-worth households and aligning asset management strategies with client goals. I joined Thrivent in 2019, bringing with me years of experience working in several Fortune 500 companies where I held a variety of financial planning and analysis roles, as well as a corporate investor relations position. In my free time, you'll find me with my wife, Brooke, our two children, Minka and Sawyer, spending time enjoying all the great activities Minnesota has to offer.

I've gone through a job transition and know how challenging it can be. It feels like a weight that affects every element of your life. It's my goal to use my personal experience to help lift that weight for others by helping them navigate financial choices and make the transition process easier. My father was a former Minnesota Insurance Commissioner and President of Lutheran Brotherhood (now Thrivent), so I was introduced to the financial industry at a young age. After graduating from the University of Minnesota, I built a business focused on helping people with insurance and risk management. In addition, I've taught continuing education classes for insurance professionals nationally for nearly 30 years. My vast expertise and knowledge of the industry has allowed me to expand my speaking and training to various media outlets, too. I currently live in Minnetonka with my wife, Susan, and our son, Asher. Outside of work, I like volunteering for job transition networking groups, serving as a deacon at my church and watching sports (especially the Vikings!)

Beth joined Focus Forward Financial Group in March 2024 after working for an Ohio-based Thrivent advisor from August 2020 to February 2024. She lives in Columbus, OH with her husband of over 25 years, David, and their teenage son. Beth volunteers in her community mentoring young people and supporting local ministries.

At Focus Forward, she schedules client appointments and provides administrative support for the financial advisors. Beth is passionate about supporting her team in helping clients navigate financial planning, protect their savings, and achieve financial clarity.

Theresa has a driving passion to help others by utilizing her talents and gifts in a positive and impactful way. That is why working for the Focus Forward Financial Group to help show people why Thrivent is different is a great fit. Owning her own business in the past makes her uniquely qualified to help the team manage their marketing, development and growth. She enjoys helping the team provide exceptional service to clients while working as efficiently as possible.

Theresa has lived in Woodbury with her husband Jeff for over 26 years. She enjoys volunteering, long drives, playing cribbage, traveling to see her favorite musicians, watching football and spending time with family and friends.