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 President

Dan Ostlund was born in Tacoma and is a fourth-generation business owner. He has passed the Series 65 exam and is an Investment Advisor Representative with CMS Advisors. He started Ostlund Wealth Advisors in 1995. He has been married to his wife, Marie, for 30 years. They have two children who are business and finance students at the Carson Business School at WSU. They plan to join the family business after graduation.


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 23 years and their son, Elijah, who is in high school.

Portfolio Managers and Strategist

Bill Sherman

Head Portfolio Strategist

Michael Zimmerman

Portfolio Strategist and Investment Advisor Representative

Tony Roylance

Portfolio Strategist and Investment Advisor Representative

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.