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...
Madeline Holewa
Administrative Assistant
Madeline is a part-time administrative assistant and has been working with Amy since she was roughly 13 years old. She started off by filing paper in our old large metal file cabinet system and now manages many of the day-to-day...
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Lars Henrikson
Financial Planner
lars.henrikson@lplfinancial.com
In his role as a Financial Planner at LPL Financial, Lars supports Holewa Financial where he assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Lars partners with...
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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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