Our Team

Financial Planners

Clara L. Hollin, CFP®, ChFC, CRPC

Partner

Clara has been serving clients with financial advice since 1992. She holds certification as a CFP® (CERTIFIED FINANCIAL PLANNER™)...

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Ryan F. Baker, CBEC®

Partner

Ryan heads up our Agribusiness Services Group, helping farmers, ranchers and business owners protect their family legacies.

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Scott J. Cangelosi, J.D., CFP®, CLU

Partner

In 20 years as a “recovering attorney,” Scott’s passion has been providing clients with personalized, easy-to-understand solutions...

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Jon Elfin, CRPC, MBA

Partner

Jon’s clients care about their families and community and are interested in creating a roadmap to make sure they’re doing...

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Michael Strohl, CFP®

Partner

Michael’s work centers around young professional families – in technology.

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Tom Befumo, CLU

Partner

With years of industry experience, Tom is an advisor to advisors.

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Jeff Gustafson, CFP®

Partner

Jeff is dedicated to helping his clients meet and exceed their financial goals. He takes pride in helping them customize a plan that can be...

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Katherine Phillips, CFP®, CRPC®, CDFA®

Partner

Katherine manages and deepens existing client relationships by solving financial complexities for clients so they can live their best lives...

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Scott Ida, CFP®, CEPA®

Partner

Scott has been well versed in all areas of financial planning, with a special focus on investment and estate planning.

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Jesse Woods, CFP®

Financial Planner

Jesse understands the importance of financial independence and retirement planning. With a focus on financial education, his clients find...

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Our Team

Jennifer Calegari

Investment and Insurance Specialist

Jenny is our Client Services Manager and has been in this industry for 14 years. She is responsible for maintaining accounts...

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Stephanie Langbaum

Investment Specialist

Stephanie has been in the financial services industry since 2013. She support Open Advisors’ Financial Planners in all aspects of...

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Janet Walters

Practice Manager

Janet is the practice manager for Clara Hollin. She manages our customer relationships with trustworthiness, streamlined processes, ...