Family, Golf & Finance
Having been part of the team for over 20 years, Jean Dick is constantly exploring new ways to strengthen her client experiences and bring value to their financial lives. The ability to leverage her Registered Retirement Consultant designation, years of extensive experience, and a fierce loyalty has made her a guiding light to her clients and their families. Jean is an integral part of the Holmlund Financial family and is a person you can count on no matter the challenge.
A wife to Mike and proud mother of 2 daughters, family and friends are everything to Jean… unless it’s golf season… then it’s a toss up. Jean is our resident golf pro and spends most of her free time in the summer on the links with her friends.
“What other people may find in poetry or art museums, I find in the flight of a good drive.” - Arnold Palmer
Wealth Planner - Optimize Wealth ManagementLife Insurance Advisor - Bruce Holmlund Insurance Agency Ltd.
Ph (807) 274-7115
SCHEDULE A MEETING WITH JEAN
Wealth Planner - Optimize Wealth ManagementInsurance Advisor - Bruce Holmlund Insurance Agency Ltd.
Owner, President - Holmlund Financial
Ph & Text: (807) 274-1325 | Cell: (807) 276-5825
SCHEDULE A MEETING WITH ADRIAN
Commitment, Impact & Germany!
Tyler Ruppenstein is driven. Driven to solve problems, find solutions and make our client’s lives better. On a day to day basis Tyler can be found, as he often puts it, “clearing the financial fog”. With a clients above self mindset, Tyler works diligently to ensure that people are properly prepared for anything that their financial life can throw at them. He strives to ensure that our clients can rest easy knowing they have a plan and the advice that will get them to where they want to be.
Thanks in part to his passion for assisting clients, Tyler has achieved his Registered Retirement Consultant designation and continues to work towards obtaining his Certified Financial Planning designation.
When Tyler isn’t working, you’ll find him spending time with family who inspire him to be the best he can be. In 5 words – Hunting, Fishing, Family, Faith & Football (soccer). The perfect mix for a German Canadian. Wunderbar!
“Give and expect nothing in return. As you give, you will receive.” - Eszylfie Taylor
Senior Associate - Holmlund Financial Life Insurance Advisor - Bruce Holmlund Insurance Agency Ltd.
Partner - Bruce Holmlund Insurance Agency
Ph & Text (807) 274-7115
SCHEDULE A MEETING WITH AN ADVISOR
Associate - Optimize Wealth Management
Life Insurance Assistant - Bruce Holmlund Insurance Agency Ltd.
SCHEDULE A MEETING WITH TIFFANY
Heart, Loyalty & Grandkids
With 17 years of front office experience Lori Shoemaker is our “Director of Customer Happiness”. Lori’s positive and enthusiastic approach to life makes her the perfect person for the role. Clients appreciate her warmth & commitment, and we appreciate how she binds our team together. Always ready for a challenge, Lori consistently takes the extra steps to make our client’s lives better.
1 husband, 2 daughters, 1 son, 2 sons-in-law, 3 beautiful grandchildren and a large extended family, Lori is family focused to say the least. Her “wild and noisy” family is her true joy. Thankfully, she can also find peace in the outdoors - activities like gardening, hiking, snowshoeing, and birdwatching. Lori may have discovered the secret to happiness.
“I LOVE my job and I LOVE my co-workers.” – Lori Shoemaker
Executive Assistant - Holmlund Financial, Optimize Wealth Management
Co-Owner / Community Engagement - Holmlund Financial
Ph & Text: (807) 274-7115
Business Consultant - Holmlund Financial
Retired Financial Planner - Holmlund Financial
Dedication, Integrity & Legacy
Susan Bodnarchuk had spent the last 35 years building one of the premier independent financial advisory firms in NorthWestern Ontario. After mailing in a resume for an anonymous reception position, Susan joined Bruce Holmlund’s practice in 1987. She often talks fondly about this chance opportunity with Bruce as the pivotal moment of her career.
Susan quickly realized her passion for the Financial Services industry and transitioned into a client consultant role. As an advisor, Susan obtained the prestigious Certified Financial Planning designation confirming her dedication to her clients. After 10 successful years, Susan jumped at the opportunity in 1997 to become a partner and by 2004 became the sole owner of Holmlund Financial.
Dedication, hard work, and integrity is what made Susan successful. She greatly appreciates the fact that her clients have entrusted her with their finances as they moved through the many different stages of life. Now, having passed the business on, Susan is excited to shift into retirement mode with a small dash of Business Consulting for the HF team.
Susan spends her spare time relaxing with family and friends at their cabin on beautiful Rainy Lake and hopes to add more world travel in the future.
“Business built on service.” – Bruce Holmlund