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MEET THE PROFESSIONALS WHO CAN HELP YOU

PURSUE YOUR GOALS

We help individuals and families pursue their ideal retirements.

MEET THE TEAM

The team behind Ostlund Wealth Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

DAN OSTLUND, CFF

FINANCIAL ADVISOR

As a personal wealth advisor for over 30 years, Dan has helped hundreds of Puget Sound families pursue their retirement dreams. Dan’s mission is to help his clients plan and prepare for their retirement and ensure they have the resources they need later in life. Dan focuses on providing tailored advice to individual and corporate clients in the areas of investments, retirement planning, and estate planning. Dan is registered as an Investment Advisor Representative and holds the Certified Financial Fiduciary designation.

MARIE OSTLUND

FINANCIAL ADVISOR

As a speaker and expert in the retirement planning landscape for over 25 years, Marie’s personalized approach to financial education has transformed the lives of women navigating life’s changes including careers, loss of loved ones, marriage, divorce, inheritance and remarriage. Her mission is to educate and empower individuals on their journey towards financial stability. As the Tacoma/Gig Harbor Chapter Speaker for SOFA – Society for Financial Awareness, member of The Financial Planning Association, Women in Pension Network and the non-profit Tacoma charitable organization Quota, Marie is deeply involved in mentoring young people, promoting financial literacy, and giving back to her community via the non-profit sector. She is actively involved in initiatives aimed at building stronger, more empowered communities and was recently a guest speaker at the Carson College of Business at Washington State University.

DEREK OSTLUND

FINANCIAL PROFESSIONAL

Derek enjoys helping people turn financial aspirations into realities and guiding them toward financial freedom and security. Derek earned his bachelor’s degree in finance from Washington State University. He holds his Washington State Life Insurance License and is studying for The Uniform Investment Adviser Law Examination. When not at work, Derek enjoys golfing and spending time with friends and family.

ALEX OSTLUND

FINANCIAL PROFESSIONAL

As the newest member of the team, Alex has had a front-row seat to our firm’s growth. Alex’s goal is to develop long-term relationships with his clients by designing, implementing, and monitoring customized financial programs for them. Alex earned his bachelor’s degree in finance from Washington State University. Much of Alex’s free time is spent on the golf course or hanging out with friends and family.

HELEN BINGHAM-ROWLES

OPERATIONS SUPPORT MANAGER

Helen, a North Tacoma native, is the operations support manager. She attended Whitman College, and graduated in 1989 from WWU with a degree in sociology and elementary education. She earned her master’s degree in teaching from the University of Washington in 1984. Helen taught for 28 years at Charles Wright Academy before joining our team. Helen lives with her husband Ron of 25 years and welcomed their first grandchild in 2022.

READY TO TAKE

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
SCHEDULE A MEETING
REGISTER FOR A SEMINAR
Or give us a call at 253.566.0566.

DISCLOSURES

Daniel Ostlund is an Investment Advisor Representative dba, Ostlund Wealth Advisors LLC
Marie Ostlund is a registered representative of World Equity Group, Inc., member FINRA and SIPC. World Equity Group is neither owned nor controlled by Ostlund Wealth. All securities through World Equity Group.

Investment advisory services for Ostlund Wealth Advisors, LLC (“OWA”) are provided through Pinkerton Wealth Partners (“PWP”), an SEC registered investment advisor. Registration with the SEC does not imply a certain level of skill or expertise. PWP and OWA are not affiliated.  Neither PWP nor OWA provide legal or tax advice. For more information on PWP’s advisory services please review the firm’s disclosure documents including our Client Relationship Summary which can be found by clicking on the following link https://adviserinfo.sec.gov/firm/summary/120973