Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Lohff and Nelson
Team photo for Lohff and Nelson

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Our advisors

Advisor photo for David Lohff

David Lohff

CFP®, CRPC, APMA®

Private Wealth Advisor

President of Lohff and Nelson
Learn more about David Lohff Visit David Lohff's website
Advisor photo for Beth Nelson

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

Josiah Wolf

Josiah Wolf

Financial Planning Specialist