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 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.
Supporting our office as our Operations Manager since 2024, Jennifer brings her vast knowledge of over 25 years of client management as well as local and national mortgage bank lending. Her extensive experience in financial management, teaching, office administration & vendor management provides an excellent resource for our client’s needs and the overall pace for our office.
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