Osmondson, Helmers & Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Sharon Osmondson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sharon Osmondson's website

Mike Lindberg

MBA, CMFA®

Associate Financial Advisor

Certified Military Financial Advisor®
Visit Mike Lindberg's website


Team

Michelle Colaprete

Michelle Colaprete

Client Service Manager

Roles & Responsibilities

  • I have been associated with Sharon's practice since 2003 helping support client needs.
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