Our team is more than just financial professionals--we can partner with you in creating a financial plan for your journey towards financial confidence. Together, we strive to help you define meaningful goals, foster growth in your financial stages of life, and create a legacy that will endure. With dedication, expertise, and a commitment to your vision, we are here to help guide you every step of the way.

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Team photo

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Our advisors

Stephen Soderstrom

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Stephen Soderstrom Visit Stephen Soderstrom's website


Our team

Macabe Thoen

Macabe Thoen

Client Service Coordinator

Roles & Responsibilities

  • Macabe's primary role on the G4 Wealth Advisors team is to assist with client management and communication.
  • Help ensure an exceptional experience for all clients.
  • Facilitate and manage the client onboarding process.
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Kelly Soderstrom

Kelly Soderstrom

Marketing Manager,

Event Planner

Roles & Responsibilities

  • Kelly's primary role on the G4 Wealth Advisors team is to ensure exceptional client experience.
  • Leading the G4 Wealth Advisors marketing activity and community outreach.
  • Plan, organize and oversee client and team events.
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