Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

David Lohff

CFP®

Private Wealth Advisor

President of Lohff and Nelson
Learn more about David Lohff Visit David Lohff's website

Beth Nelson

CFP®, MBA, ChFC®, CASL®, APMA

Financial Advisor

Senior Vice President of Lohff and Nelson
Learn more about Beth Nelson Visit Beth Nelson's website


Our team

Cynthia A Wagner

Cynthia A Wagner

Client Service Manager