Speak with an advisor
253.566.0566
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

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.

DEREK OSTLUND

FINANCIAL ADVISOR

As the newest member of the team, Derek has had a front-row seat to our firm’s growth. Derek’s goal is to develop long-term relationships with his clients by designing, implementing and monitoring customized financial programs for them. 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.

MARIE OSTLUND

FINANCIAL ADVISOR

As a speaker and expert in the retirement planning landscape for over 25 years, Marie has earned a stellar reputation locally throughout the education community. Many of Marie’s clients are women seeking financial education about career changes, divorce, remarriage and retirement. Marie is the Tacoma/Gig Harbor Chapter Speaker for The Society for Financial Awareness. Marie is a Registered Representative (6/63) and a licensed Washington State Life insurance producer.

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 are provided through Pinkerton Retirement Specialists, an SEC Registered investment adviser. Pinkerton Retirement Specialists and Ostlund Wealth Advisors LLC are not affiliated.