Broker Check

Team

Team Members


Amy Wolff, CFP®, CDFA®
Principal, Financial Advisor

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click here to view Curriculum Vitae

 

Chad Olson, CFP®, CDFA®
Partner, Divorce Planner

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Brett Jensen, CDFA®
Partner, Mediator

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Shawn Larson
Partner, Financial Advisor

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Michael Lauer, CFP®
Financial Advisor

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Kari McGuire, CDFA®
Senior Client Service Administrator

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Jules Chapple
Operations Administrator

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Krista Steenson
Marketing Assistant

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Molly Pashibin
Office Manager

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