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.

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Dan Ostlund President

Welcome! I have been servicing the South Puget Sound community with Retirement and Investment Planning since 1987. I was born in Tacoma and am a fourth-generation business owner and a lifelong resident of Tacoma. Along with my wife Marie of 32 years, we formed Ostlund Wealth Advisors in 1995. Our son Derek is a recent Finance graduate from Washington State University and has joined the family business. Our other son Alex is finishing up his studies at WSU and will be part of the Ostlund Wealth Advisors team in May. We are looking forward to them helping their generation with investment and retirement planning. I am an Investment Advisor Representative with CPR Investments Inc. and a licensed Washington State Life insurance producer.

When not working with clients, I love traveling with my wife Marie and our two sons. Having memorable and fun experiences with my family has always been a priority. In my down time, I enjoy boating, fishing and collecting model trains.  

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Helen Bingham-Rowles Operations Support Manager

Helen Bingham-Rowles, 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 has been a shining force behind Ostlund Wealth Advisors. She taught for 28 years at Charles Wright Academy before joining our team. Helen lives with her husband, Ron, of 25 years and their son, Elijah.

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.

Or give us a call at 253.566.0566.