About Us

Who We Are

We are passionate about helping others and have dedicated our careers to making often complex financial topics easy to understand. More than our services, we provide a superior client experience no matter where you are in your financial planning journey.

You have a lot of choices when it comes to choosing a financial advisor and we set ourselves apart through our dedication to our clients and individualized approach to planning 

Meet Our Team

Our team is made up of tax and financial experts that can help you coordinate your whole financial life.

Financial Advisors
Mike Dolezal
Managing Partner
David Hopkins
Managing Partner
Paul Woita
Financial Advisor
Jeffrey Kolodjski
Financial Advisor
Matthew Olson
Financial Advisor
Sheri Sorensen
Financial Advisor
David Guild
Financial Advisor
Sarah Johnson
Financial Advisor
Investment Management
Steven Hoffman
Head of  Investment Strategy

Jason Kell

Retirement Plans
 
Tax Team
Steve Sadecki
Staff Accountant
Taylor Ewer
STaff Accountant
Jeremiah Raine
Tax Manager
Mack Short
Tax Manager
Operations
Amanda Bryant
Head of Operations
Heidi Steffen
Office Manager
Michayla Thielen
Operations Coordinator
Client Services
Joel Spitzer
Paraplanner
Mathias Beck
paraplanner
Abbey Glass
paraplanner
Brenden Cullen
paraplanner

Our Story

North Point was founded on the belief that delivering a superior client experience should be our top priority. We strive to stay on the leading edge of our industry and build long-term relationships with our clients. Our core values represent what we believe it takes to deliver on that promise. We hold all our team members accountable to the North Point Core Values:

  • Do the right thing

            Do what’s best for the good of the whole.

  • Pursue Excellence

            Continual pursuit of growth in your field.

  • We Over Me

            Prioritize the success of the team.

  • Own it

            Be accountable for your words, actions, and results.

  • Be optimistic

            Show gratitude and believe in a positive future

Get Started Today

We offer a no-cost 30-minute consultation to help answer your questions, and learn more about you, the people in your life, and what you want to achieve.