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...
Diane Edwards
Administrative Assistant
763-416-8239
Diane Edwards is an administrative assistant who has been working with Amy Holewa since December of 2018. Diane comes to us having a previous role as Director of Client Services in the financial industry. She worked under that capacity...