Client Portal
Let’s Talk

Terms of Use

Acceptance of terms of use and amendments:
Each time you use or cause access to this web site, you agree to be bound by these Terms of use, as amended from time to time with or without notice to you. In addition, if you are using a particular service on this web site or accessed via this web site, you will be subject to any rules or guidelines applicable to those services, and they will be incorporated by reference within these Terms of use. Please read the site’s Privacy Policy, which is incorporated within these Terms of use by reference.


The site editor’s service:
This web site and the services provided to you on and via this web site are provided on an “AS IS” basis. You agree that the site editor reserves the right to modify or discontinue provision of this web site and its services, and to remove the data you provide, either temporarily or permanently, at any time, without notice and without any liability towards you, The site editor will not be held responsible or liable for timeliness, removal of information, failure to store information, inaccuracy of information, or improper delivery of information.

Your responsibilities and registration obligations:
In order to use this web site or certain parts of it, you may be required to register for a user account on this web site; in this case, you agree to provide truthful information when requested, and – if a minimum age is required for eligibility for a user account – you undertake that you are at least the required age. By registering for a user account, you explicitly agree to this site’s Terms of use, including any amendments made by the site editor that are published herein.

Privacy policy:
Registration data and other personally identifiable information that the site may collect is subject to the terms of the site editor’s Privacy Policy.

Registration and password:
You are responsible for maintaining the confidentiality of your password, and you will be responsible for all usage of your user account and/or user name, whether authorized or not authorized by you. You agree to immediately notify the site editor of any unauthorized use of your user account, user name or password.


Your conduct:
You agree that all information or data of any kind, whether text, software, code, music or sound, photographs or graphics, video or other materials (“content”), made available publicly or privately, will be under the sole responsibility of the person providing the said content, or of the person whose user account is used. You agree that this web site may expose you to content that may be objectionable or offensive. The site editor will not be responsible to you in any way for content displayed on this web site, nor for any error or omission.


By using this web site or any service provided, you explicitly agree that: (a) you will not provide any content or conduct yourself in any way that may be construed as: unlawful; illegal; threatening; harmful; abusive; harassing; stalking; tortious; defamatory; libelous; vulgar; obscene; offensive; objectionable; pornographic; designed to interfere with or disrupt the operation of this web site or any service provided; infected with a virus or other destructive or deleterious programming routine; giving rise to civil or criminal liability; or in violation of an applicable local, national or international law; (b) you will not impersonate or misrepresent your association with any person or entity; you will not forge or otherwise seek to conceal or misrepresent the origin of any content provided by you; (c) you will not collect or harvest any information about other users; (d) you will not provide, and you will not use this web site to provide, any content or service in any commercial manner, or in any manner that would involve junk mail, spam, chain letters, pyramid schemes, or any other form of unauthorized advertising or commerce; you will not use this web site to promote or operate any service or content without the site editor’s prior written consent; (e) you will not provide any content that may give rise to the site editor being held civilly or criminally liable, or that may be considered a violation of any local, national or international law, including – but not limited to – laws relating to copyrights, trademarks, patents, or trade secrets.

Submission of content on this web site:
By providing any content to this web site: (a) you agree to grant the site editor a worldwide, royalty-free, perpetual, non-exclusive right and license (including any moral rights or other necessary rights.) to use, display, reproduce, modify, adapt, publish, distribute, perform, promote, archive, translate, and to create derivative works and compilations, in whole or in part. Such license will apply with respect to any form, media, technology already known at the time of provision or developed subsequently; (b) you warrant and represent that you have all legal, moral, and other rights that may be necessary to grant the site editor the license specified in this section 7; (c) you acknowledge and agree that the site editor will have the right (but not obligation), at the site editor’s entire discretion, to refuse to publish, or to remove, or to block access to any content you provide, at any time and for any reason, with or without notice.


Third-party services:
Goods and services of third parties may be advertised and/or may be made available on or through this web site. Representations made regarding products and services provided by third parties will be governed by the policies and representations made by these third parties. The site editor will not in any manner be liable for or responsible for any of your dealings or interaction with third parties.


Indemnification:
You agree to indemnify and hold harmless the site editor and the site editor’s representatives, subsidiaries, affiliates, related parties, officers, directors, employees, agents, independent contractors, advertisers, partners, and co-branders, from any claim or demand, including reasonable legal fees, that may be filed by any third party, arising out of your conduct or connection with this web site or service, your provision of content, your violation of these Terms of use, or any other violation by you of the rights of another person or party.


DISCLAIMER OF WARRANTIES
YOU UNDERSTAND AND AGREE THAT YOUR USE OF THIS WEB SITE AND OF ANY SERVICES OR CONTENT PROVIDED (THE “SERVICE”) IS AT YOUR OWN RISK. SERVICES AND CONTENT ARE PROVIDED TO YOU “AS IS”, AND THE SITE EDITOR EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, EITHER IMPLIED OR EXPRESS, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

THE SITE EDITOR MAKES NO WARRANTY, EITHER IMPLIED OR EXPRESS, THAT ANY PART OF THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, VIRUS-FREE, TIMELY, SECURE, ACCURATE, RELIABLE, OR OF ANY QUALITY, NOR IS IT WARRANTED EITHER IMPLICITLY OR EXPRESSLY THAT ANY CONTENT IS SAFE IN ANY MANNER FOR DOWNLOAD. YOU UNDERSTAND AND AGREE THAT NEITHER THE SITE EDITOR NOR ANY PARTICIPANT IN THE SERVICE PROVIDES PROFESSIONAL ADVICE OF ANY KIND AND THAT ANY ADVICE OR ANY OTHER INFORMATION OBTAINED VIA THIS WEB SITE MAY BE USED SOLELY AT YOUR OWN RISK, AND THAT THE SITE EDITOR WILL NOT BE HELD LIABLE IN ANY WAY.


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.


Reservation of rights:
The site editor reserves all of the site editor’s rights, including but not limited to any and all copyrights, trademarks, patents, trade secrets, and any other proprietary right that the site editor may have in respect of this web site, its content, and goods and services that may be provided. The use of the site editor’s rights. and property requires the site editor’s prior written consent. By making services available to you, the site editor is not providing you with any implied or express licenses or rights, and you will have no rights to make any commercial use of this web site or provided services without the site editor’s prior written consent.


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
Mahtomedi, MN 55115
Phone: 651.447.2235

903 S. Hillcrest Pkwy
Altoona, WI 54720
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.

Login Here
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.
Login Here
Pay Online

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.

Login Here

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.
Linkedin-in Facebook-f Envelope
Subscribe

Join our newsletter and gain knowledge to grow your financial future. 

For inquiries contact

info@northpointadvisorgroup.com

Our Locations
Altoona, WI

903 S Hillcrest Parkway Altoona, WI, 54720

Mahtomedi, MN

748 Wildwood Road Mahtomedi, MN, 55115

Professionals associated with North Point Advisor Group, LLC may either be (1) registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC and offer investment advice through Great Valley Advisor Group, a registered investment advisor; or (2) solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial or (3) solely tax professionals of North Point Accounting & Tax (DBA North Point Advisor Group) and not affiliated with LPL Financial. The LPL Financial registered representative(s) associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offer may be made or accepted from any resident of any other state
© North Point Advisor Group, LLC. Designed by Indigo Marketing Agency.

Taylor Ewer

Staff Accountant
Linkedin-in Facebook-f

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

Office Manager
Linkedin-in Facebook-f

Michayla is the Office Manager for our Minnesota office. She holds a BBA in Finance from the University of Wisconsin-Eau Claire and has previous experience in trading and operations within the wealth management industry. She collaborates with both the Operations and Business Development teams, helping North Point to better connect with clients and refine our services.

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

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

Michayla's Walk-Up Song

Sarah Johnson

CFP®
Financial Planner
Linkedin-in Facebook-f

As a Financial Advisor here at North Point, Sarah combines her extensive experience with a personal touch to help clients navigate the complexities of securing their financial future. She believes that a well-crafted plan not only reduces stress, but also allows clients to fully enjoy the process of achieving their goals. Committed to understanding each client’s unique aspirations, Sarah works closely with clients to develop strategies that promote financial peace of mind. Her dedication to empowering others through thoughtful financial planning has established her as a trusted partner for long-term success. 

Sarah holds a bachelor’s degree from the College of Saint Benedict and a master’s degree from the University of Wisconsin-Stout. As a CFP® professional and Series 65 holder, she demonstrates her dedication to providing skilled guidance every step of the way.

Sarah lives in Mahtomedi with her husband and three children.  In her free time, between shuffling kids to their sports, she enjoys spending time outdoors with her family, camping in the summer, and skiing in the winter.

Sarah's Walk-Up Song

Jeffrey Kolodjski

AIF®
Financial Advisor
Schedule a Meeting
Linkedin-in Facebook-f

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

David Hopkins

CFP®, AIF®, RICP®, CEPA®
Managing Partner
Schedule a Meeting
Linkedin-in Facebook-f

David is one of our firm’s Managing Partners and a Financial 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®
Head of Investment Strategy
Linkedin-in Facebook-f

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

Head of Operations
Linkedin-in Facebook-f

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

Office Manager
Linkedin-in Facebook-f

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

Mack Short

CPA
Tax Manager
Linkedin-in Facebook-f

Mack has a bachelor’s degree in accounting and finance from Saint John’s University, and holds a Certified Public Accountant (CPA) license in Minnesota. Mack’s experience includes 6+ years in the accounting world, handling tasks including bookkeeping, payroll, tax returns, financial compilations, and financial audits.

In his free time, he enjoys coaching football and wrestling, golfing, and spending time with friends and family.

Mack’s Walk-Up Song

Steve Sadecki

Staff Accountant
Linkedin-in Facebook-f

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

Brenden Cullen

Paraplanner
Linkedin-in Facebook-f

Brenden attended the University of Wisconsin Eau Claire where he received two degrees in Accounting and Marketing. Upon graduation, he moved to the Twin Cities to pursue a career in public accounting for two years but found his way back to Wisconsin where he now lives with his wife in Altoona. He has spent his days preparing both corporate and individual tax returns, assisting with client bookkeeping, and preparing quarterly estimates. He is excited to join the North Point team as a Paraplanner.

In his free time, he enjoys spending as much time as he can outdoors. Fishing, Hunting and Golfing are some of his favorite activities. He also enjoys spending time with family up north on the lake. As the weather gets colder, he spends much of his Sunday afternoons keeping up with the NFL action as an avid football fan. 

Brenden’s Walk-Up Song

Paul Woita

CLU®
Financial Advisor
Linkedin-in Facebook-f

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

Jeremiah Raine

Tax Manager
Linkedin-in Facebook-f

Jeremiah has a strong background in tax planning and tax preparation. He holds a master’s degree in Accounting and Financial Management, which has equipped him with the ability to navigate complex tax regulations. Jeremiah has consistently demonstrated a commitment to excellence and precision in all aspects of tax management. His meticulous approach ensures that clients experience accurate and efficient tax preparation.

Outside of his professional life, Jeremiah is an avid golfer, a passion he developed with his grandpa as a child. He is married to his wonderful wife Bridgett and has four children. The family shares a love for boating and can often be seen on Lake Altoona as soon as the ice melts.  

Jeremiah’s Walk-Up Song

David Guild

EA
Financial Advisor
Linkedin-in Facebook-f

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

Paraplanner
Linkedin-in Facebook-f

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

Abbey Glass

Paraplanner
Linkedin-in Facebook-f

Abbey is a Paraplanner at North Point Advisor Group. She has over 7 years of experience in the financial industry serving in a client services capacity, coordinating with both Advisors and clients to provide outstanding service and care. Abbey is licensed in both life and health insurance.

Outside of work, Abbey has a very active family with two boys who participate in year-round sports. She also loves to spend time traveling, being on the water, and finding new trails to take her puppy on.

Abbey hopes to use her experience and astute attention to client service to ensure our clients are always at the forefront of exceptional experiences.

Abbey’s Walk-Up Song

Mathias Beck

Paraplanner
Linkedin-in Facebook-f

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

CFP®, ChFC®, RICP®
Financial Advisor
Linkedin-in Facebook-f

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

RICP®
Financial Advisor
Linkedin-in Facebook-f

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
Linkedin-in Facebook-f

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®
Managing Partner
Schedule a Meeting
Linkedin-in Facebook-f

As both a Managing Partner and a Financial 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