The Team
Experienced and nationally recognized
Amy Wolff, CFP ®, CDFA®
Founder, Divorce Financial Planner
Amy is a CERTIFIED FINANCIAL PLANNERTM practitioner, holds the Certified Divorce Financial Analyst® certification and has over 30 years of experience in the financial services industry. She has superbly navigated the different ways men and women think about money in order to model agreeable resolutions in collaborative and mediation divorce cases. She also focuses on one-party divorce settlement support to help chart a course to best meet life and financial goals. She brings real facts and numbers to the table to clarify gray areas in the settlement process. Amy’s strength in presenting workable options with logical reasoning and clear data has a way of making people feel comfortable and supported. Her approach to education and custom financial modeling has given countless clients the space to make well-reasoned financial decisions for their futures and for their loved ones.
Chad Olson, CFP ®, CDFA®
Partner, Divorce Financial Planner
Chad is a CERTIFIED FINANCIAL PLANNERTM practitioner, holds the Certified Divorce Financial Analyst® certification and has over 15 years of experience in the financial services industry. People often meet with Chad after their attorney recommends him in the divorce process or even prior to retaining divorce counsel. His creativity and ability to bring people together helps clients find common financial ground in any circumstance. When clients are faced with a major life transition and many decisions, Chad delivers consistent guidance to help them move forward with a detailed and flexible financial plan. He educates different financial options, whether it’s property division, cash flow decisions, tax projections or providing for minor children or other family support items. In the process, he builds trust with both clients and attorneys to come to a resolution that is interest-based as well as financially fair.
Brett Jensen
Partner, Mediator
Brett is a Certified Divorce Financial Analyst® practitioner (administrative assistant), serving clients in divorce planning with over 10 years of experience. Brett is a valuable asset during the divorce process, both for clients and other professionals involved in the case, because of his thorough understanding of the obstacles that arise during divorce. With a background as a construction business owner and ministry facilitator for divorce and other family needs, Brett has experience with the practical side of divorce as well as its emotional side. “We see people at all stages in life going through divorce and the result on their money habits. I enjoy watching a case go through and helping with the resolution, knowing I played a role in getting things organized for them and seeing their positive progress." Brett focuses on serving in a neutral capacity in divorce or collaborative practice cases.
Käri McGuire*, CDFA®
Senior Client Service Associate
Käri is a Certified Divorce Financial Analyst® practitioner and is passionate about her work. She is multi-dimensional and services many roles. She works very closely with the divorce team, as a skilled case facilitator and a first point of contact for clients. Käri aims for mastery behind the scenes because she knows that preparation lays the foundation for the best client experience throughout the financial and divorce planning process.
*Käri McGuire is a Registered Administrative Assistant of Cetera Advisor Networks LLC, member FINRA/SIPC.
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