Lars Olson,
CFP®, ChSNC®, CPFA, CAP®, CRPS®
President, Wealth Advisor
Randall L. Bliss,
CFP®
Vice President, Wealth Advisor
Lisa Bush
Vice President, Wealth Advisor
Manoj Sharma
Vice President, Wealth Advisor
Julie Webster
Director of Client Services
Kerry Bliss
Registered Wealth Associate
Brooke Olson
Human Resources Director
Jason Webster
CRPC™
Transition Coordinator
Megan Costa
Wealth Associate
Ken Vincent
Chair, Investment Committee
David Olson
Research Associate
Eli Bush
NSSA℠
Wealth Associate (Specializing in Social Security)
Now, with two offices to serve you ……
Click your preferred location to meet the team and location details.
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