Tranquil scene

PrintPrint

Our Team

Peter Christensen, CPA

CERTIFIED PUBLIC ACCOUNTANT

As a CPA and financial advisor, Pete is focused on taking care of all aspects of his clients’ financial needs and strives to create trust and confidence throughout the process. With many years in the financial industry, Pete brings experience to his role as trusted advisor.  His combined roles as a tax professional and financial advisor create unique insight to help simplify his clients’ financial lives while making them more complete.

PROFESSIONAL BACKGROUND:

Pete has been a Certified Public Accountant for 30 years.  As a Partner in a CPA firm with 20 employees, he is well versed at dealing with tax issues related to business owners and benefits plans available to owners and employees.

EDUCATIONAL BACKGROUND AND CERTIFICATIONS:

Pete graduated from St Thomas University with a BA in Accounting and maintains a membership as a Certified Public Accountant.  In order to become a CPA in the United States, a candidate must first pass the Uniform CPA Exam which is set by the American Institute of Certified Public Accountants (AICPA) and then fulfill ongoing rigorous continuing education and ethics requirements to maintain membership.

PERSONAL:

Pete connects with the small business owner community as a member of the Burnsville Chamber of Commerce.  He is married with three grown children and likes to spend time in the summers enjoying his lake home and all that comes with the Minnesota cabin life.

Brenda Olsen

FINANCIAL ADVISOR

Brenda realizes that financial freedom is of the utmost importance to you. She commits herself to providing investment and planning services dedicated to your personal goals.  As an independent, client-centered advisor, Brenda is able to provide the solutions clients are looking for in keeping with their current situation and future goals.

PROFESSIONAL BACKGROUND:

Brenda is a veteran of the financial services industry. Although Brenda was offered a full music scholarship to the University of Minnesota, she decided against pursuing a music career in favor of a career in business. 

EDUCATIONAL BACKGROUND AND CERTIFICATIONS:

In addition to Brenda’s extensive experience, her education includes the University of Minnesota, the College for Financial Planning and the Life Underwriting Training Council.

“My focus is on providing comprehensive wealth management, financial planning and investment services.  I listen to my friends and clients as they tell me about their goals and worries.  My mission is providing necessary services that meet those goals and reduce their worries.”

-Brenda Olsen

Pam Hebert

OPERATIONS MANAGER

952-225-0362

PROFESSIONAL BACKGROUND:

Pam joined The Nelson Team in October of 2012 and brought with her nine years of experience in administrative and operations roles at Focus Financial.  Pam uses her past experiences at Focus Financial as a guide in order to tie together The Nelson Team’s goals of providing you with organized, professional, and personal service.

EDUCATIONAL BACKGROUND AND CERTIFICATIONS:

Pam graduated from Marycrest College in Davenport, IA with a Bachelor’s of Science degree in Computer Science, with a Systems emphasis.  Before joining Focus Financial, Pam owned and operated a small business.

 

*Pam Hebert is not registered with Royal Alliance Associates, Inc.

Securities and investment advisory services offered through Royal Alliance Associates Inc., member FINRA/SIPC and a registered investment advisor. Additional insurance and investment advisory services offered through Focus Financial Network, Inc. a registered investment advisor not affiliated with Royal Alliance Associates Inc.

Registered Representative may only discuss/and or transact securities business with residents of the following state:  

Tax services are provided by Enestvedt & Christensen, LLP, which is not affiliated with Focus Financial Network, Inc. or Royal Alliance Associates, Inc.

Website Design For Financial Services Professionals | Copyright 2014 AdvisorWebsites.com. All rights reserved