Broker Check

Our Team

Financial Planners

Clara L. Hollin

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™)... 

Ryan F. Baker

Ryan F. Baker, CBEC®

Partner

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

Scott J. Cangelosi, J.D., CFP®, CLU

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...

Jon Elfin, CRPC, MBA

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...

Michael Strohl, CFP®

Michael Strohl, CFP®

Partner

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

Tom Befumo, CLU

Tom Befumo, CLU

Partner

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

Jeff Gustafson, CFP®

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...

Katherine Phillips, CFP®, CRPC®, CDFA®

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...

Scott Ida, CFP®

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.

   

Our Team

Jesse Woods

Jesse Woods

Financial Planning Manager

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

Jennifer Calegari

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...

Stephanie  Langbaum

Stephanie Langbaum

Investment Specialist

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

Janet Walters

Janet Walters

Practice Manager

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