The Team

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.

Our Advisors

Lana Engen

Lana Engen

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

B.S. and M.S. Education, University of North Dakota, Certificate of Advanced Studies, Education, Northern Illinois University, CFP Professional Education Program, College for Financial Planning, Denver CO
CA Insurance #0777188 AR License #291736

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Amy Harris

Amy Harris

Financial Advisor

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Designations

CFP®, CDFA®

Top Areas of Focus

  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Divorce Financial Planning

Education

Bachelor of Science in Accounting, EIU, Charleston, IL 1997, Passed CPA examination in November 1997

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Our Staff

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