Team
Amy R. Holewa
CFP®, CDFA™
With over 20 years of financial services expertise, I am excited to work with clients in the areas of retirement planning, tax planning, estate planning, and wealth transfer strategies. In addition to being a Certified Financial...
Taylor Ostien
Paraplanner
763-416-8239
Taylor Ostien is Amy’s paraplanner and assistant. He started his financial service career when he joined Financial Dimensions Group in November 2020. Taylor enjoys cultivating and maintaining client relationships, client account...
Barb Nielson
Business Analyst
Barb Nielson is a part time Business Analyst for our office. She has 15 years of experience as a Business Analyst prior to her semi-retirement in April of 2020. She is responsible for documentation and maintenance of all our processes,...
Read more