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.
Amy Wolff, CFP®, CDFA®Founder, Financial Advisor
click here to learn more about Amyclick here to view Curriculum Vitae
Chad Olson*, CFP®, CDFA®Partner, Divorce Financial Planner / Mediator
click here to learn more about Chadclick here to view Curriculum Vitae
Brett Jensen*, CDFA®Partner, Divorce Financial Planner / Mediator
click here to learn more about Brettclick here to view Curriculum Vitae
Shawn LarsonPartner, Financial Advisor
click here to learn more about Shawn
Kari McGuire*, CDFA®Para-planner / Mediator
click here to learn more about Kari
Jules ChappleOperations Administrator
click here to learn more about Jules
Christian Ahlgren-WilliamsOperations Administrator
click here to learn more about Christian
Thomas EtnierOperations Administrator
click here to learn more about Thomas
Krista SteensonMarketing & Events Coordinator
click here to learn more about Krista
Valentine Vang*Client Service Administrator & Co-Office Manager
click here to learn more about Val
Cheryl Morton*Co-Office Manager
click here to learn more about Cheryl
*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.