Our Team | Financial Planning & Retirement | AFS Financial Group
page-template-default,page,page-id-50493,page-parent,ajax_fade,page_not_loaded,,select-child-theme-ver-1.0.0,select-theme-ver-2.3,smooth_scroll,wpb-js-composer js-comp-ver-6.4.1,vc_responsive

Meet Your Team

We’re not your typical investment advisory firm. We are a diverse group of experienced investment and wealth management professionals with complementary skills and expertise. Our team members hold advanced designations and degrees that include CPA, CFP®, JD and CFA® and are united by a commitment to exceptional client service.


Managing Partner

Jason W. Dahl, CFP®, CLTC, CIMA®

Director of Financial Planning Services

Olivia M. Nakkash

Director of Operations

Teresa A. Raad

Administrative Receptionist

Dennis E. Elias, CFP®, CLU®

Senior Financial Planning Associate

Christopher R. Vanderkolk, CFA®

Investment Analyst

Natalie C. Atabek

Director of Communications

Jensen A. Lorea

Client Service Associate