With us, what you see is what you get.

At Lumitas, we’re always ourselves—competent, direct, and thankful to serve. Allow us to be your greatest advocates.

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Joyce Murphy

Director and Client Advocate


Jennifer Rath

Financial Services Coordinator


Mary Bolling

Client Concierge



Dana Pollard, CFP®

CEO and Principal

It is a beautiful thing when a career and a passion come together. For Dana Pollard, her passion has always been about people and empowering them to live their purpose. She is energized each day by the impact she has on the lives of the individuals, executives, and multigenerational families that she serves with trusted and seasoned financial guidance. Dana helps people live with more freedom, security, and joy as a result of a disciplined and comprehensive financial process.

“Money is a tool that we help people use with intention to positively impact their lives. I feel fulfilled when our clients come to us with concerns, questions, and worries, and leave feeling lighter with a new sense of direction and opportunity. I am blessed and grateful to be able to do what I do every day.”

Dana has been in the financial services industry since 1999. She served as a Private Wealth Financial Advisor for Wells Fargo Advisors in Minnesota for more than 20 years. She is a CERTIFIED FINANCIAL PLANNERTM professional and a member of the Financial Planning Association.

In 2022, Dana established Lumitas Wealth Strategies because she wanted the freedom and independence to bring greater focus to her clients and their needs. “We are a seasoned, educated, and dependable team of forward-thinking financial fiduciaries when managing client assets. We’re excited about the role we get to play in shining a light to help our clients better envision their amazing future. We help them be intentional and live with purpose while inspiring them on their financial journey.”

Dana offers specialized knowledge in the areas of investment management, retirement income strategies, accumulation and distribution strategies, estate planning strategies, and asset location. She is skilled at helping clients structure their wealth through life transitions and traumas, including divorce, death, or a job loss.

“My clients are living incredible lives and I am privileged to witness their successes and help guide them and serve as their financial advocate along the way.”

Dana earned her bachelor's degree from North Dakota State University and her master's degree from St. Catherine's University. An active supporter of her church and her community, Dana volunteers as a Eucharistic Minister at St. Ambrose Catholic Community. Additionally, she shares her knowledge as a teacher of financial literacy through Best Prep, a Minnesota-based nonprofit that provides educational programs to students in grades 4 through 12.

A nationally recognized financial advisor, Dana has earned a wide array of awards including Working Mother Top Wealth Advisor Moms for 2020 and 2021, Forbes Best-In-State Wealth Advisors 2021, Forbes America's Top Women Advisors 2021, and the Five Star Wealth Manager for 11 consecutive years, between 2012 and 2022.

Dana and her husband, Karl, share time between their homes in Woodbury, Minnesota and Denver, Colorado. Her two sons are an important part of her life. Cooper attends St. Thomas Acedemy and is busy with sports, work, and friends. Lincoln is studying Business Administration at Colorado State University. He is passionate about biking and snowboarding. Dana loves spending time with her husband, sons, clients, and friends. A traveler and outdoor enthusiast, Dana loves hiking, exploring, and biking. You can also find her frequenting the local farmers’ markets and art fairs.

2021 Working Mother Top Wealth Advisor Moms, created by SHOOK Research. Presented in October 2021 based on data gathered from March 2020 to March 2021. An unknown number of advisors were considered, 500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

2021 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2021 based on data gathered from June 2019 to June 2020.  32,725 Advisors were considered, approximately 5000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2021 Forbes Top Women Wealth Advisors, created by SHOOK Research. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2012-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in December, 2021 based on data gathered within 12 months preceding the issue date. 4,544 advisors were considered, 622 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Justin Mishacoff

Justin Mishacoff


Ask Justin Mishacoff what originally stirred his interest in the financial services industry and this “numbers guy” will tell you he has always loved investments. With his economics degree in hand, Justin started working for a financial firm after graduating from college. In 2000, he joined Wells Fargo Advisors, serving in various service, sales, and management roles. But it was several years later when Justin became a Financial Advisor that he realized his true passion.

“I like working with investments, but what I really love is being able to structure investments to help meet the needs of the amazing clients I serve. I love seeing the impact I can have on their lives by helping them build, manage, protect, and transition their wealth.”

In 2022, after working for Wells Fargo Advisors for more than 20 years, Justin decided to take a leap of faith and help establish Lumitas Wealth Strategies, an independent financial advisory firm. “We are more than advisors to our clients because we genuinely care about the amazing people we serve. I love getting to know our clients and watching them check off their major life goals such as buying vacation homes, comfortably retiring with confidence, and more.”

Justin serves as a fierce advocate for his clients. He is a good listener who develops an intimate understanding of his clients’ deeply held values, passions, concerns, and dreams. This allows him to build a plan around each client’s specific situation. Justin enjoys being by their side as they celebrate successes like sending loved ones to college, purchasing second properties, and enjoying the retirement lifestyle they envisioned. He offers specialized knowledge and skills in asset management and retirement planning for individuals and business owners.

A graduate of the University of Wisconsin, Eau Claire, Justin earned his bachelor's degree in economics. He holds his Series 9 and 10 FINRA securities registrations and is insurance licensed in MN, WI, FL, SC, and OR. Justin has earned the Five Star Wealth Manager award for five consecutive years, between 2018 and 2022.

Justin and his wife, Natascha, live in Woodbury, with their son, Brayden, and twin daughters, Isabella and Olivia. Outside of work, Justin enjoys working out, running, and walking with Natasha and their two Goldendoodles; Gigi and Lola.  He can also be found golfing, exploring the outdoors, and spending time with his family at their cabin on Red Cedar Lake in Northern Wisconsin.

2018-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in December, 2021 based on data gathered within 12 months preceding the issue date. 4,544 advisors were considered, 622 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.


Colleen Hartmon Bollom, CFP®


Colleen Hartmon Bollom always realized that she enjoyed working with numbers, but that wasn’t the driving factor that encouraged her to become a financial advisor. Yes, she can do the math, but her care for her clients runs deeper because she truly wants to help clients protect and pursue what matters most to them. She believes people can benefit from guidance in a world of robo-advice and investment blogs that are not customized to their needs.

Colleen serves as an advocate for her clients, giving them a voice in the process so they feel empowered to pursue their financial goals today and in the future.

“There is nothing more gratifying to me than the ‘ah-ha’ moment when clients fully understand their financial choices. That’s why I strive to engage them as integral partners in preparing for a sound financial future.”

In a world full of confusion and noise, Colleen’s clients look to her to help navigate the waters because she cares, can be trusted, and holds herself to a high standard. “I strive to be a good listener, so I can hear in their own words what is important in their lives. Like most things involving money, it is often so much more than ‘just a number’ or the dollar amount someone needs to retire.”

Before joining the Lumitas Wealth Strategies team in 2022, Colleen co-founded Harmon & Hartmon Financial Group in 2007. Together with Linda Harmon, the two desired an approach to working with clients that benefits not just their investment portfolio but their life.

Before 2007, Colleen worked at Piper Jaffray, US Bank, and UBS Financial Services for more than a decade. During that time, she founded Minnesota Firefighter Pension Consultants, LLC, a company that provided retirement plan documents, bylaws, consulting, and training for her Minnesota Volunteer Fire Relief Associations clients.

It has always been important to Colleen to invest in her community. Her involvement includes the Catholic Schools Center of Excellence, Hill-Murray School, Stout University Foundation, YMCA Midway, Children’s Home Society of MN/Lutheran Social Services, Basilica of Sant Mary, Midway Chamber of Commerce, and the League of Women Voters of St. Paul.

Colleen earned a bachelor’s degree in applied mathematics from the University of Wisconsin-Stout. She is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and investment consultant. Colleen was honored in 2012 with the Faye Lyksett Award from the St. Paul League of Women Voters.

2012 Faye Lyksett Award from the St. Paul League of Women Voters. The award was created to recognize a member who has demonstrated Service to the League program, purpose, organization and membership, Length of service, Diversification of Activity, Responsiveness to assist where needed, Public relations within the community and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information. 

Colleen’s extensive global travels have included Nepal, where she serves as a friend and benefactor of The Inspiration Society of Nepal orphanage. Colleen's family has also participated in several cultural exchange programs for international students and guests from Chile, the Republic of Georgia, Nepal, Pakistan, Ukraine, and Zimbabwe. She is an avid boater and enjoys being part of the Windmill Marina community on the St. Croix River.



Joyce Murphy

Director and Client Advocate

Joyce is the cornerstone of our team, responsible for directing the client operations of Lumitas Wealth Strategies. She sincerely cares about people while attending to functional details in an efficient and diligent manner. Joyce is the first point of contact for client assistance, account servicing and cash management needs. Her compassionate and friendly personality ensures that everyone is attended to in a caring and effective manner.

"I am, and will always be, a people-pleasing kind of person. I love to check the boxes and know things are properly done and completed for our clients. I love to know they are beyond happy with their services, but I don’t want any recognition or praise for it. I just want to see them smiling and happy!"

Joyce devotes herself to serving others with kindness and compassion, advocating for those who need help navigating the complex world of finances. To this end, Joyce attends to each and every client with care and understanding, ensuring their needs are addressed promptly so they always feel well served.

Joyce has been in the financial services industry for over 40 years. She began her career in 1981 with Northwestern National Bank in Hastings, MN as a customer service representative. She has since served in a variety of roles to help people manage their wealth with diligence and dependability. Joyce obtained her Series 7 and 66 Securities Registrations in 2009 when she took on the role of Registered Client Associate with Wells Fargo Advisors. Joyce also holds her insurance license in Minnesota for Life and Health. Joyce began working with Lumitas Principal, Dana, in 2012 and has never looked back.

Joyce grew up in Hastings and continues to reside there with her husband. She is the loving mother of three adult sons and a proud grandmother. She enjoys spending time with her amazing family and extensive network of friends. Joyce loves to be on the water and is always up for paddleboarding or a game of tennis. Joyce is also gifted musically: she plays the violin, harmonica, and piano, and loves karaoke.


Jennifer Rath

Financial Services Coordinator

Jennifer Rath firmly believes the personality trait that helps her successfully perform her responsibilities at Lumitas Wealth Strategies is organization. Fortunately for our clients, Jennifer excels in this area.

“I am a list person. Sometimes, I wake up in the middle of the night to review and add to my to-do list. For me, organization helps me feel more in control of my day and everything I want to accomplish for our clients.”

The Lumitas Wealth Strategies team is deeply committed to helping bring order to your financial life by assisting you in getting your financial house in order—at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow.

As the financial services coordinator, Jennifer’s organizational skills are put to work every day in scheduling meetings, running reports for client meetings, administrating client requests, processing account service requisitions, as well as tracking licensing, continuing education, and compliance requirements. Our team and our clients find Jennifer to be efficient, responsive, and highly organized.

Jennifer brings more than 20 years of experience in the financial services industry to our team and clients. Before joining Lumitas Wealth Strategies, Jennifer was an integral part of the Harmon & Hartmon Financial Group since 2007. Before her years at Harmon & Hartmon, she worked at Piper Jaffray and UBS Financial Services.

Jennifer earned a bachelor’s degree from the University of Wisconsin-Stout in Menomonie. She is also a registered assistant and holds her Series 7 and Series 63 securities registrations through Commonwealth Financial Network®.

Exploring new destinations is one of Jennifer’s passions, and some of her favorite spots include Scotland and Hawaii. Checking out the beauty of the Oregon coast and Washington State are on her list of must-see destinations. In addition to traveling, Jennifer’s hobbies include camping with family, reading, cooking, cake decorating, and attending her son’s various sports activities.


Mary Bolling

Client Concierge

Mary Bolling is often the first face you see when you step into Lumitas Wealth Strategies, and her warm, caring demeanor immediately puts you at ease.

“What I like best about Lumitas is how we treat everyone like family. We're experts at finding a balance between being financial professionals, but also being real and comforting towards our clients. We truly care about each client, and it shows.”

Your own personal finances are an intimate subject, and the financial planning process cannot be one-size-fits-all. That’s why the entire Lumitas team takes a highly personalized approach, getting to know your needs, concerns, and financial goals.

Mary recognizes the important role she plays as a client's first point of contact, and she fervently believes you only get one chance to make a first impression. Mary is passionate about her position as Client Concierge, welcoming clients at the front desk, scheduling and preparing for meetings, assisting with marketing, and overseeing the day-to-day inner-workings and maintenance of the office.

Mary has nearly 40 years of operations and support experience, having spent a large part of her career working in operations and sales at Wells Fargo helping clients with financing their dream home. It was at Wells Fargo where Mary met Lumitas team members Dana, Justin, and Joyce, and they eventually convinced her to join the family at Lumitas.

Mary was born and raised in South Minneapolis, in the house her grandfather built and her mother grew up in. She enjoys spending time with her significant other of 25 years, two adult daughters, a son-in-law and three granddaughters. Genealogy research is a passion of Mary’s, one that she shares with her sister. She also enjoys gardening, reading, traveling, and relaxing at the lake.