Broker Check

Meet the Team

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, Financial Advisor

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

Shawn Larson
Partner, Financial Advisor

click here to learn more about Shawn

Christian Ahlgren-Williams
Director of Operations

click here to learn more about Christian

Jules Chapple
Operations Administrator

click here to learn more about Jules

Thomas Etnier
Operations Administrator

click here to learn more about Thomas

Käri McGuire*, CDFA®
Senior Client Service Associate

click here to learn more about Käri

Krista Steenson
Marketing & Events Coordinator

click here to learn more about Krista

Valentine Vang
Client Service Administrator

click here to learn more about Val


*Brett Jensen and Käri McGuire are Registered Administrative Assistants of Cetera Advisor Networks LLC, member FINRA/SIPC.