Team Members
Amy Wolff, CFP®, CDFA®Founder, Financial Advisor
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Chad Olson, CFP®, CDFA®Partner, Financial Advisor
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Shawn LarsonPartner, Financial Advisor
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Käri McGuire, ChFC®, CDFA®Financial Advisor
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Christian Ahlgren-Williams, CFP®Director of Operations
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Thomas EtnierSenior Operations Administrator
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Ava BurandtOperations Administrator
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Lainie DonelonOffice Manager, Client Service Associate
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Krista SteensonMarketing & Events Coordinator
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