Broker Check

Team

 

Amy Jensen Wolff, CFP®, CDFA®

Principal, Financial Advisor

(952) 405-2000

(952) 405-2001

Special Strength: Inspires hope through knowledge Goal: To support clients’ clarity with an objective financial and personal vision that meets logical and emotional needs Focus: Custom financial solutions and divorce support with...

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Chad Olson, CFP®, CDFA®

Partner, Divorce Planner

(952) 405-2000

(952) 405-2001

Special Strength: Intuitive nature, connecting and building trust Goal: Fulfilling the interests of each client and guiding them through a well-advised divorce financial plan Focus: Core knowledge as a financial planning neutral in...

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Brett Jensen, CDFA®

Partner, Mediator

(952) 405-2000

(952) 405-2001

Special Strength: Technical wizard. Goal: To successfully guide clients through financial planning for divorce or post-divorce needs.

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Scott Nelson, CFP®, CFA®

Partner, Account Manager

(952) 405-2000

(952) 405-2001

Special Strength: Portfolio allocation. Goal: To teach financial literacy.

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Shawn Larson

Partner, Account Manager

(952) 405-2000

(952) 405-2001

Special Strength: Ambassador of calm. Goal: Help clients implement realistic goals that align with their values and result in achieving financial success.

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Dorothy Cohan

Administrative Assistant

(952) 405-2000

(952) 405-2001

Special Strength: Master divorce meeting scheduler Goal: Wrangle the the calendars of 5 different people to coordinate meetings in record time.

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LoAnn Wolff

Administrative Assistant

(952) 405-2000

(952) 405-2001

Special Strength: The office mom Goal: Making people feel welcome, cared for and prepared. Focus: Ground control for AJW Financial and the Collaborative Alliance office complex.

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Molly Pashibin

Office Manager

(952) 405-2000

(952) 405-2001

Amy co-owns Collaborative Alliance Inc. Executive Suites with Ron Ousky. Collaborative Alliance Inc. brings outstanding businesses together in a unique office arrangement designed to offer the best possible service to our clients.

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Jules Chapple

Operations Administrator

(952) 405-2000

Special Strength: Slayer of paperwork. Prophet for the paperless world. Goal: Cover every account detail and issue to keep the process moving forward and ensure client and firm success.

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Krista Steenson

Marketing Assistant

(952) 405-2000

Special Strength: Communicating AJW Financials fabulous marketing strategies Goal: To keep AJW Financial in the forefront of its clients and the community

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Special Strength: Data analysis guru and exceptional ability to make that information into easy to understand

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