Broker Check

Team

 

Amy R. Holewa

CFP®, CDFA™

(763) 416-8226

amy@holewafinancial.com

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...

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Taylor Ostien

Paraplanner

763-416-8222

763-416-8239

taylor@holewafinancial.com

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...

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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,...
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Paying Xiong

Administrative Assistant

(763) 416-8224

(763) 416-8239

paying@holewafinancial.com

Paying’s job as Amy’s administrative assistant is to make everything in the office run as smoothly as possible and to give clients the best, most consistent experience possible every single time we connect with them....

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