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
Wealth Associate
Kerry Bliss
Registered Wealth Associate
Brooke Olson
Wealth Associate
Jason Webster
CRPC™
Wealth Associate - Transition Coordinator
Megan Costa
Wealth Associate
Ken Vincent
Chair, Advisory Board
David Olson
Wealth Associate (part time)
Molly Long
Marketing Director
Now, with two offices to serve you ……
Click your preferred location to meet the team and location details.
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