Terms of Use

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The site editor’s service:
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Privacy policy:
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Registration and password:
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DISCLAIMER OF WARRANTIES
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Some jurisdictions may not allow disclaimers of implied warranties, and certain statements in the above disclaimer may not apply to you as regards implied warranties; the other terms and conditions remain enforceable notwithstanding.


LIMITATION OF LIABILITY
YOU EXPRESSLY UNDERSTAND AND AGREE THAT THE SITE EDTIOR WILL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL OR EXEMPLARY DAMAGES; THIS INCLUDES, BUT IS NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS, GOODWILL, USE, DATA OR OTHER INTANGIBLE LOSSES (EVEN IF THE SITE EDITOR HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES), RESULTING FROM (I) THE USE OF SERVICES OR THE INABILITY TO USE SERVICES, (II) THE COST OF OBTAINING SUBSTITUTE GOODS AND/OR SERVICES RESULTING FROM ANY TRANSACTION ENTERED INTO ON THROUGH SERVICES, (III) UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR DATA TRANSMISSIONS, (IV) STATEMENTS BY ANY THIRD PARTY OR CONDUCT OF ANY THIRD PARTY USING SERVICES, OR (V) ANY OTHER MATTER RELATING TO SERVICES.


In some jurisdictions, it is not permitted to limit liability and, therefore, such limitations may not apply to you.


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Notification of copyright infringement:
If you believe that your property has been used in any way that could be considered a copyright infringement or a violation of your intellectual property rights, the site editor’s copyright agent may be contacted via:

Long Lake Rd #5
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Phone: 651.447.2235

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Phone: 715.598.7011


Applicable law:
You agree that these Terms of use and any dispute arising out of your use of this web site or products or services provided will be governed by and construed in accordance with local laws applicable at the site editor’s domicile, notwithstanding any differences between the said applicable legislation and legislation in force at your location. By registering for a user account on this web site, or by using this web site and the services it provides, you accept that jurisdiction is granted to the courts having jurisdiction over the site editor’s domicile, and that any disputes will be heard by the said courts.


Miscellaneous information:
(i) In the event that any provision of these Terms of use is deemed to conflict with legislation by a court with jurisdiction over the parties, the said provision will be interpreted to reflect the original intentions of the parties in accordance with applicable law, and the remainder of these Terms of use will remain valid and applicable; (ii) The failure of either party to assert any right under these Terms of use will not be considered to be a waiver of that party’s right, and the said right will remain in full force and effect; (iii) You agree that any claim or cause in respect of this web site or its services must be filed within one (1) year after such claim or cause arose, or the said claim or cause will be forever barred, without regard to any contrary legislation; (iv) The site editor may assign the site editor’s rights and obligations under these Terms of use; in this event, the site editor will be relieved of any further obligation.

Connecting you to secure financial account access. The Account View 2.0 mobile app and desktop portal brings enhanced capabilities, so you can access your information from anywhere, anytime, on any device. This allows you to focus on your financial aspirations and how you’re trending toward your goals.
Reach out to your financial professional or follow the steps for a forgotten password.
Reach out to your financial professional or follow the steps for a forgotten password.
Reach out to your financial professional or follow the steps for a forgotten password.
Reach out to your financial professional or follow the steps for a forgotten password.

You can access a variety of services anytime, right from our website.

It’s as easy and secure as online banking, and all it takes is a NetClient CS® portal.

As a client of North Point Accounting & Tax, you have access to the Onvio Client Center. Here you can collaborate and securely share and sign documents. Clients can also access their portal and shared documents using the Client Center mobile app.

  • Watch Register and use your client portal for help on getting started
  • Reference Guide to using Onvio Client Center for help on utilizing Onvio
  • The Client Center mobile app contains download instructions and app features


Once we setup your portal, you can:

  • Get copies of your tax returns. No need to hunt for your paper copy.
  • Send us your QuickBooks files, financial statements, or any other files. It’s encrypted, simple to use, and much more secure than email.
  • Access your bookkeeping files anywhere you have a high-speed Internet connection. You no longer have to load software updates or even perform back-up procedures. We securely maintain all your bookkeeping files and help you keep your files secure and up to date.
  • Send in your payroll data instantly. No more phoning or faxing data, no more scheduling deliveries or pickups. We can even send you paychecks electronically for you to print wherever and whenever it’s convenient.
  • Make electronic pay stubs available to your employees, much like many large employers without any setup on your part.
  • Monitor your investment portfolio and financial reports in one place.
  • It’s all completely private and secure. And once you’re set up, it’s as easy as logging in to your client portal using a secure ID and password.

Taylor Ewer

Staff Accountant

Taylor is a Staff Accountant at North Point Advisor Group. She holds a BBA in Accounting from the University of Minnesota – Crookston and has 10+ years of experience in the accounting world. Experience ranging from Accounts Payable and Receivable, Bookkeeping, Payroll, Fixed Assets and Inventory Management. 

Outside of her professional role, Taylor is married with two daughters. In their spare time they like to go outdoors and spend time with family. They enjoy hiking, occasional camping, hunting/fishing and 4-wheeling.

Taylor's Walk-Up Song

Michayla Thielen

Administrative coordinator

Michayla is an Administrative Coordinator at North Point Advisor Group. She holds a BBA in Finance from the University of Wisconsin-Eau Claire, and has previous experience with trading and operations in the wealth management industry.

Outside of her professional role, Michayla enjoys dancing, baking, traveling, and exploring the outdoors. 

Michayla hopes to use her diverse experience and attention to detail to ensure that our clients receive exceptional service.

Michayla Walk-Up Song

Paul Woita

CLU®
Senior Advisor

Paul works to both help our clients and team member’s meet their personal and professional goals.

Paul began his career in the financial services industry in 1979 after graduating from UW-Stevens Point with a degree in economics. His passion for education has continued throughout his career, most recently receiving the CLU® (Chartered Life Underwriter) designation, which further facilitates his dedication to life insurance and estate planning specialization. Paul has been married for over 40 years and has two daughters, and two grandchildren who he enjoys spending his free time with.

Paul’s Walk-Up Song

David Hopkins

CFP®, AIF®, RICP®, CEPA®
Chief Business Development Officer, Partner

David is both our firm’s Chief Business Development Officer and a Senior Advisor. David is passionate about growing our firm by working with clients throughout important stages in their lives. From college planning, to building a family, to retirement and everything in between, David services clients to work towards their goals.

David received his bachelor’s degree from the University of Wisconsin-Eau Claire. He also studied at The American College, where David earned his RICP® designation and completed his CFP® coursework. David is married and has two children. In his free time, David is a competitive golfer who enjoys the outdoors and a wide variety of sports.

David’s Walk-Up Song

Steven Hoffman

CFA®
Chief Investment Officer

Steve has over 30 years of experience managing money for financial institutions, non-profit organizations, retirement plans and individuals, and has earned the Chartered Financial Analyst (CFA) designation. The market’s unique blend of statistical and psychological influences sparked Steve’s passion from an early age. He combines this experience and passion with a heavy dose of integrity and listening to provide impactful experiences for clients.

Steve is most at home in nature, whether that is hiking, kayaking, boating, skiing, motorcycling or music festivals. Steve has two sons in their early 20’s and recently published a spirituality/self-help book entitled Clear Vessels-Live a Clear, Joyful and Guided Life.  

Steven Hoffman is solely an investment advisor  representative of Great Valley Advisor Group, and is not affiliated with LPL Financial.  Any opinions or views expressed by Steven Hoffman are his own and are not those of LPL Financial.



Steven's Walk-Up Song
Steve said he needs two songs because it is going to be a long walk!

Amanda Bryant

Director of Operations

Amanda Bryant is the Director of Operations at North Point Advisor Group. Amanda joined our team in 2016. She works closely with our advisors and staff professionals in a partnership to maintain a strong culture of compliance to regulatory policies. With a focus on internal organizational systems, Amanda enjoys the opportunity to make it possible for the advisors to spend less time on back-office tasks and more time with clients.

Amanda lives in Forest Lake with her son and husband where they spend the summers outdoors hiking, kayaking and swimming and the winters skiing, sledding and sipping hot cocoa.

Focus
• Organizational strategy
• Operational strategy and workflow integration
• Compliance development and implementation

Amanda’s Walk-Up Song

Heidi Steffen

Administrative Manager

Heidi has a BS in Business Management from Cardinal Stritch University. Heidi is also licensed in life and health insurance. Heidi Steffen is the Administrative Manager and joined our team in 2021. She works closely with the Client Services team ensuring the North Point Advisor Group client services standard of excellence is met. As a member of the Operations team, Heidi works to assist in maintaining a strong culture of compliance, implementing company policies and procedures, and elevating company culture and morale

Heidi is married to her husband, Luke. In her free time, she enjoys spoiling her nieces and nephews, bow hunting and yoga.

Heidi's Walk-Up Song

Erik Oslund

MBA, CPA
Tax Manager

Erik brings several years of experience to the firm in accounting and tax as both a public accountant and private industry accountant. He is a CPA, having completed his undergraduate accounting education at the University of Minnesota’s Carlson School of Management where he later graduated with an MBA in Finance. Erik’s professional passions include small business advisory services and helping individuals solve complex tax problems.

Erik enjoys spending time with family and friends, particularly his wife and kids. When not playing with his young children, he and his wife try to find time to explore new restaurants, movies, or anything they can enjoy together. He is a lifelong learner with interests in aviation, science, and mathematics, and he and his wife are both overachievers that always keep busy with personal projects.

Erik Oslund and their Tax/Accounting/CPA related services are offered through North Point Accounting & Tax, DBA North Point Advisor Group. Erik Oslund and North Point Accounting & Tax, a separate legal entity, are not affiliated with LPL Financial. Any opinions or views expressed by Erik Oslund are his own and are not those of LPL Financial.

Erik’s Walk-Up Song

Steve Sadecki

Accountant

Steve holds a bachelor’s degree in accounting from Mankato State University. Steve’s experiences entail over 20 years’ experience handling accounting duties which include daily bookkeeping, payroll, benefits tracking, government filings, and preparation of financial statements.

Steve enjoys spending time fishing, hiking, golfing, and other outdoor activities in his free time.

Steve Sadecki and their Tax/accounting/CPA related services offered through North Point Accounting & Tax, DBA North Point Advisor Group. Steve Sadecki and North Point Accounting & Tax, a separate legal entity, are not affiliated with LPL Financial. Any opinions or views expressed by Steve Sadecki are his own and are not those of LPL Financial.

Steve's Walk-Up Song

Kennedy Johannsen

Accounting Paraplanner

Kennedy Johannsen started with us as an Accounting Paraplanner. Kennedy comes to us from WNB Financial as a Banking Specialist where duties ranged from maintaining relationships with key vendors, developing, implementing and monitoring electronic systems policies and procedures to processing ACH, wires and incoming and outgoing items. Kennedy has a Mathematics degree with a Minor in Psychology and has a love of excel spreadsheets!

As an Eau Claire native, she loves spending time outdoors with her dog Tater Tot, baking, doing crafts/DIY projects and has recently started growing her plant collection!

Kennedy’s Walk-Up Song

Jeffrey Kolodjski

AIF®
Senior Advisor

As a Senior Advisor, Jeff works with a specific emphasis in the areas of retirement income planning, wealth transfer, and overall client portfolio management. He also helps with group benefits, including group insurance planning and qualified deferred compensation plans.

Jeff holds a Bachelor of Science Degree from Iowa State University and FINRA securities registrations through LPL Financial that include the Series 6, 7, and 63. In Jeff’s free time, he enjoys boating, biking, snowshoeing and neighborhood bonfires with friends and family. Jeff is married and is active in his local community.

Jeff’s Walk-Up Song

Matt Laciskey

CFP®
Associate Advisor

Matt works with our clients to help them pursue their financial goals. Matt has a bachelor’s degree in financial planning and financial markets.

In his free time, Matt enjoys spending time with family and watching baseball, hockey, and football. Matt also enjoys tasting craft beers from local breweries.

Matt Laciskey is solely an investment advisor  representative of Great Valley Advisor Group, and is not affiliated with LPL Financial.  Any opinions or views expressed by Matt Laciskey are his own and are not those of LPL Financial.

Matt’s Walk-Up Song

David Guild

Associate Advisor

David comes to us from Concord USA in the Corporate Finance Division. His duties ranged from tracking client projects and consultant data while ensuring accuracy, processing client invoicing and vendor payments to reviewing and processing documents, invoices and payments related to employee expenses. Before Concord, David was with Washington County and 3M as a Financial Analyst. With a Degree in Business Administration with a Finance Emphasis – David’s true passion lies in personal finance.

David is an avid outdoorsman who enjoys experiencing nature in any form possible. His favorites include fly fishing, camping, backcountry hiking, and recreational sports. As a former volunteer firefighter, David brings a strong desire to utilize his knowledge and skills to help others.

David’s Walk-Up Song

Joel Spitzer

Client Services Associate

Prior to North Point, Joel worked for five years in banking as a Teller/Universal Banker. While in school he also worked at Starbucks and interned as a Judicial Assistant for Eau Claire County. Joel recently graduated from University of Wisconsin Eau Claire with a degree in Finance and Political Science.

In his free time, Joel loves being outside and spending time with my friends. He enjoys hiking and is a “want-to-be runner.” He and his friends love trying new restaurants or recipes together.

Joel’s Walk-Up Song

Maegan Dolfay

Client Services Associate

Maegan comes to us from St. Paul Pet Hospital where she was a Veterinary Technician. Maegan has an Associate’s Degree in Animal Sciences and believes whole heartedly in creating a welcoming, care centered experience. Maegan has been in Veterinary services for the last 11 years and has gained an aptitude of service, dedication and positive energy that are well aligned with our Core Values.

Maegan enjoys spending time with family, skiing, cribbage, and traveling.

Maegan’s Walk-Up Song

Mathias Beck

Paraplanner

Mathias has a BS in finance from the Carlson School of Management (UMN-Twin Cities). Before switching to finance, Mathias studied mechanical engineering and worked in the PCL Lab as an undergrad research assistant.

In his free time, Mathias enjoys golfing, lifting, and fishing. He is also an avid fan of basketball and coaches a youth team within his hometown district. On the weekends you may find him at a basketball tournament or up north enjoying the great outdoors.

Mathias’s Walk-Up Song

Matthew Olson

Senior Advisor

Matt comes to North Point after serving and guiding clients in making sound financial decisions over the last 19 years.  By educating and simplifying the complex world of financial planning, Matt aims to bring a sense of security and comfort to his clients, while helping them to look to the future with hope and optimism.  Matt holds his Certified Financial Planner ®, Chartered Financial Consultant ®, and Retirement Income Certified Professional ® designations.  He graduated from St. Olaf College in Northfield, MN while majoring in Economics.

Matt is married and has two children and a high energy Australian Shepherd.   He enjoys watching his kids do what they love and in his free time spends time outside mountain biking and enjoying all that Northern Wisconsin has to offer.

Matt’s Walk-Up Song

Sheri Sorensen

Associate Advisor

Sheri is an experienced Financial Advisor and enjoys bringing peace of mind to businesses and families through sound financial guidance focused on client goals and values. Sheri received her Bachelor of Science degree in Business from the University of WI-Stout and an Associate of Applied Science from Chippewa Valley Technical College. She also studied at the American College where Sheri earned her RICP® designation. Sheri holds her Series 6, 7, 63 & 66, life, accident, and health insurance licenses.

She is married and has 3 children. She lives on a family-owned beef farm and to re-charge, likes spending time in the outdoors, traveling, visiting national parks, hiking, spending time on a lake or beach and scrapbooking.

I believe the secret to a fulfilling life is to be grateful for all that you have and do something every day that makes you happy.

Sheri’s Walk-Up Song

Jason Kell

AIF®
Retirement Plans Director

Jason serves as Director of Retirement Plans for GVA Retirement Consultants and partners with corporate and non-profit executives to improve and manage all facets of their retirement plans. He has provided independent advice and fiduciary guidance to corporate and non-profit employers since 2004. His entire 23-year career has been exclusively focused on qualified and non-qualified retirement plans. 

He assists plan sponsors in fulfilling their fiduciary duties and improving retirement plan outcomes through a focus on liability control, plan committee and employee education, cost reduction, vendor management, and improvement of plan-related operations.

As an Accredited Investment Fiduciary®, he possesses an extensive knowledge of the investment monitoring and management process. He is committed to being a lifelong student of the industry and pursuing positive outcomes through rigorous monitoring and service delivery to his clients.

Jason received his B.A. from the University of Delaware and enjoys coaching youth sports and spending time with his family.

Jason's Walk-Up Song

Mike Dolezal

CFP®, CEPA®
Chief Executive officer, Partner

As both our CEO and a Senior Advisor, Mike leads the team toward our long-term vision and works with a client base of business owners and high net worth individuals.

Mike has a BS in marketing from the University of Iowa and is a CFP® professional as well as Certified Exit Planning Advisor. Mike has his Series 6, 7, 63, and 24 licenses. In his free time, he enjoys hunting, fishing, golfing, and spending time at his family’s cabin. Mike is married with three daughters and is a proud board member for the Mahtomedi Area Education Foundation.

Mike’s Walk-Up Song