Lumitas Wealth Strategies | Financial Advisors in Woodbury, MN
A little intention goes a long way.
Identify your values, hopes and concerns.
Prioritize your goals and create structures to achieve them.
See all your possibilities, even ones you’ve never thought of.
Make decisions that serve your highest purpose.
Financial Solutions Tailored to You
Here are just a couple of areas of experience that help us tailor financial strategies to fit your needs.
Visit our Services page to see what else we can do for you and your family.
Financial Planning
Look at every part of your financial life and make a holistic plan that serves your needs.
Your advocates.
We embrace your life, work tirelessly until the job is done, and above all, we’re so grateful to serve.
Dana Pollard, CFP®
CEO and Principal
Justin Mishacoff
Principal
Colleen Hartmon Bollom, CFP®
Principal
Joyce Murphy
Director and Client Advocate
Jennifer Rath
Financial Services Coordinator
