Broker Check

Value of a Team

Your financial life is complicated, but it can also be a source of freedom and strength for you. That’s the goal of our team. At AJW, we put together a team that manages your money down to the details and provides you with the knowledge to help you make the right choices for your life.

In addition to financial planners, we’ve assembled a team with a broad base of experience in accounting, operations, research, technology and problem solving. The team approach allows us to specialize, share knowledge and respond quickly. We have more eyes to pay attention to changes and opportunities that affect your portfolio and to shifts in your goals.

We’re skilled with the numbers, and we’re just as good at connecting to our clients. With us, you can expect a high level of attention. Our team is the right size so that we have someone available when you have questions, but we’re not so big that we’ve become impersonal. As your life changes, our team is there with you to expand your financial strategy and give you a clear view of the territory ahead. 


Team Members


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

click here to learn more about Amy
click here to view Curriculum Vitae

 

Chad Olson*, CFP®, CDFA®
Partner, Divorce Financial Planner / Mediator

click here to learn more about Chad
click here to view Curriculum Vitae

Brett Jensen*, CDFA®
Partner, Divorce Financial Planner / Mediator

click here to learn more about Brett
click here to view Curriculum Vitae

Shawn Larson
Partner, Financial Advisor

click here to learn more about Shawn 


Kari McGuire*, CDFA®
Senior Client Service Administrator

click here to learn more about Kari

Jules Chapple
Operations Administrator

click here to learn more about Jules

Christian Ahlgren-Williams
Operations Administrator

click here to learn more about Christian 


Greg Haywood
Financial Advisor

click here to learn more about Greg

Krista Steenson
Marketing & Events Coordinator

click here to learn more about Krista


Valentine Vang*
Office Manager


clickhere to learn more about Val


*These individuals are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by these individuals is no way related to Cetera Advisor Networks LLC or its registered representatives.