Aspire Financial Group

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients—and their families—through the process. Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.


Advisors

Lana Engen

Lana Engen

Private Wealth Advisor

Visit Lana Engen's website
Amy Harris

Amy Harris

Financial Advisor

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Team

Jen Alberts

Jen Alberts

Paraplanner

Sandy Douberly-Bedard

Sandy Douberly-Bedard

Receptionist

Jennifer Harris

Jennifer Harris

Paraplanner

Angela Peterson

Angela Peterson

Paraplanner

James Widstrom

James Widstrom

Administrative Assistant