About Us
Why The Name Trivas?
Trivas is Swedish for “to thrive”.
Our goal at Trivas Financial is to help you thrive, not only in your finances, but in your family, your relationships, and mentally. We know that finances are a high stressor for individuals and families. We believe that if our clients feel confident in their financial plans by hiring professional advisors and offloading their financial planning, they can spend more time doing the things they love.
People who reflect on their values before making a decision of almost any kind, including a financial decision, make better decisions. Values reflection won’t make you smarter, but values reflection will make you more rational.
– Doug Lennick
Emily Trautwein
RICP®, BFA™ | Owner & Wealth Advisor
Emily has worked in finance and accounting for over 20 years. She is passionate about helping clients thrive in their financial plans. She listens to her clients and creates comprehensive recommendations based on their goals and values. She knows that each financial decision made now impacts the future, whether positively or negatively.
Emily specializes in retirement income planning, tax-efficient investing, and wealth transfer strategies.
Emily lives on a farm in Northfield with her husband, Jeff, and son, Isaac. When she is not meeting with clients, you can find Emily hiking, gardening, skiing, and traveling.
Leah Theorin
RICP® | Owner & Wealth Advisor
Leah specializes in retirement planning, retirement income distribution, and tax efficiencies. She has her FINRA Series 7, 66, and Life and Health Insurance License. She is also a Retirement Income Certified Professional.
Leah lives in Burnsville with her husband, Ryan, their two sons, Henry and James. In her spare time, Leah enjoys running, cooking, and spending time with her family and friends, especially at her family’s cabin, Sol Stugan (sun cottage).
Jackson Woolems
Wealth Advisor
Jackson Woolems began his financial career in 2019 as an independent advisor with Thrivent Financial. In 2021, he joined the Trivas Financial Group as an associate advisor. He is passionate about providing financial guidance for families as well as entrepreneurs and business professionals.
Jackson is an alumnus of Luther College (Decorah, IA) where he studied Business and Communications. Jackson resides in Farmington, MN with his wife Paige and son Quentin. When not in the office, Jackson enjoys spending time with his family, going on walks with his dog, playing golf and coaching basketball.
Lori Reller
Director of Client Experience
Lori joined the Trivas Financial Group in 2019. She is the director of client experience and focuses on the day-to-day client service tasks. Lori brings to Trivas her passion for people and in serving them well. She is always ready to listen and help. Lori lives in Rosemount with her husband Tom and their Labradors, Charlie and Rusty, and cat, Leo. When she is not at work, Lori loves being outdoors-doing just about anything, spending time with family and friends, playing with her grandkids, and traveling to Tennessee. The best days combine all those things!
Check the background of investment professionals on FINRA’s BrokerCheck.
Investing In Our Community
We believe that giving back is an important part of a financial plan and we invest with our time, talent, and financially in the following organizations:
- Young Life
- Feed My Starving Children
- Women’s Advocates
- The Drawer- we are also a donation site for new socks and underwear to be donated to The Drawer
- The Y.M.C.A. of Burnsville
- The M.O.M.S. Program
These testimonials are based upon individual client experiences and may not represent the experience of other customers, and should not be considered a guarantee or indication of future performance or success.
Address
14670 S Robert Trail, Rosemount, MN 55068
Talk or Text
Office: 651.200.2026
Emily: 651-372-3382
Leah: 651-661-3335
Jackson: 612-400-7674