Team Amy R. Holewa CFP®, CDFA™ (763) 416-8226 firstname.lastname@example.org 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... Read more Taylor Ostien Paraplanner 763-416-8222 763-416-8239 email@example.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... Read more Naomi Kohner Administrative Assistant 763-416-8224 763-416-8239 firstname.lastname@example.org Naomi’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.... Read more 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 Have a Question? Name Email Address Question Thank you! Oops!