Client Portal

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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.

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

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

Emily Parker

Office Assistant

Emily Parker is an outgoing Office Assistant supporting the Black River Falls operations. Emily has lived in the Black River Falls area most of her life. Emily’s pride and joy is her family. She has been married to her husband for 18 years and they have two children who are 16 and 13 years old.

When she is not spending time with her family and friends, Emily enjoys decorating, hunting and the great outdoors.

Emily’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

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

Nathan Buyze

Client Services Associate

Nate works with our clients to ensure they are experiencing the level of service they’ve come to expect. He is passionate about getting to know our clients.

Nate has an Associate Degree in Business Management and is currently in school studying finance. Outside of work, he enjoys spending time with his fiancé and playing golf, and has a cat named Olive, that keeps them on their toes.

Nate’s Walk-Up Song

David Guild


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

Matt Laciskey

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

April Breheim

Senior Advisor

April Breheim is an experienced Senior Advisor who works with families and businesses to understand their financial goals to offer specialized guidance. Motivated by helping others to create a plan toward financial independence, April is passionate about the works she does.

April holds her Series 7, 63 and 65 life, accident, and health insurance licenses. April is married with two children. She lives on a small hobby farm and enjoys spending her free time outdoors with family and friends. She is a proud contributor to her local community.

April’s Walk-Up Song

Jeffrey Kolodjski

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

Paul Woita

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

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

Steve Sadecki


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

Erik Oslund

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

Anne Hines

Administrative & Marketing Coordinator

Anne Hines is part of the Operations Team at North Point. She has a background in marketing, office coordination and customer service. Bringing to the team a strong work ethic, she assists the team in all functions necessary to ensure clients receive the best service possible.

Anne is a graduate of the University of MN-Duluth with a Bachelor’s Degree in Biology. Moving from Chippewa Falls, WI after 15 years, Anne and her family traded lake life for city life. Anne, her husband, and teenage daughter still like to enjoy the outdoors though, living on five acres in Grant with their chocolate lab, Sadie, and boating on the St. Croix River.

Anne’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

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.

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

Amanda’s Walk-Up Song

Steven Hoffman

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!

David Hopkins

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

Mike Dolezal

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