Our advisors



Our team

Sandy Bowen

Sandy Bowen

Paraplanner,

Financial Planning Analyst

Roles & Responsibilities

  • Sandy's role is to work with each client on individual financial goals through Foundational Advice and Comprehensive Planning.
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Nataliya Kennedy

Nataliya Kennedy

Client Service Manager

Roles & Responsibilities

  • Nataliya supports the practice of Matthew A. Olson.
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Shelby Jimenez

Client Service Manager

Roles & Responsibilities

  • Shelby supports the practice of Alta Advisor Group
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Marisa Hampton

Client Service Manager

Roles & Responsibilities

  • Marisa's role is to support the practice of Dan Foslid.
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