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

Natalie C. Atabek

Director of Communications

Christopher R. Vanderkolk, CFA®

Investment Analyst

Jensen A. Lorea, CFP®

Senior Client Service Associate

Erik D. Bowen-Collinson

Office & Operations Manager

Teresa A. Raad

Administrative Receptionist

Daniel Kuper, APMA®