Broker Check

National Planning Team


In today's complex world, the importance of collaboration in order to provide our clients the best advice has never been greater.  I am supported by a national planning department consisting of financial analysts, investment specialists and tax professionals.  They support me by providing expertise and resources to help me better serve you. (*Licensed, not practicing).


Tom Christensen, CFP®, CRPC®

Director of Planning



Donna L. Rowan, J. D.*, LL.M., CLU®, CHFC®

Assistant Vice President of National Design

* Not registered with Osaic Wealth, Inc.


We help families grow and protect what matters.℠

Have a Question?

Thank you!
Oops!