Finance

Danielle Bolster | Second Vice President & Business Specialist

About: Having joined Northern Trust in 2019, Danielle has over 13 years of wealth management industry experience. Prior to joining Northern Trust, she was a Regional Sales Office Supervisor with Bank of New York Mellon. She graduated from Sonoma State University with a bachelor’s degree in Business Administration with a focus on marketing and has completed her CFP education requirements.

Specialties: As a Business Specialist for Northern Trust in Santa Barbara, Danielle collaborates with an extensive network of team members and external advisers to develop and implement comprehensive wealth management solutions for entrepreneurs, founders, philanthropists, business owners and executives. Danielle frequently works with individuals with assets in transition, such as from inheritance, retirement or divorce. Guiding individuals, families and foundations in their holistic investment and wealth planning. Danielle is responsible for assembling a team of advisors to help ensure that clients fully benefit from the comprehensive capabilities and individualized solutions Northern Trust provides.

Quote: “You miss 100% of the shots you don't take” — Wayne Gretzky

Connect: Contact Danielle at db405@ntrs.com or at (408) 656-6784, or visit her website below!

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Hannah Buschbom | Wealth Advisor & Co-Founder of The W Source

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About: Hannah Buschbom CFP®, CDFA™, CFF® is a Wealth Advisor at The AmeriFlex Group. She has over a decade of experience working in the financial services industry. Her specialty is working with people, especially women, during a significant life transition, such as retirement, sale of a business or real estate, change in marital status, or loss of a loved one.

She enjoys engaging clients cooperatively, to develop creative solutions to their often-complex scenarios together. This method, she says, leads to their preferred outcome– “My ultimate goal is to enable clients to be better educated, and in turn to make confident and informed decisions.”

In her search for connections to educate and serve her clients better, Hannah noticed a lack of a centralized way for women to establish and strengthen powerful relationships with other women business leaders in their communities. By Co-Founding The W Source, she helps female professionals tackle this challenge by providing a way for them to connect, engage, and grow their professional networks.

Hannah holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification – the gold standard for financial planning in the financial services industry. Also, Hannah noticed early on in her career that those grappling with the complexities of divorce settlements could benefit from the help of a specialized, trusted advisor. Wanting to fill this void, she pursued and obtained her Certified Divorce Financial Analyst Designation®. Finally, wanting to provide the highest standard of care for clients, she holds the Certified Financial Fiduciary designation.

As a featured speaker, Hannah frequently shares her expertise with other female professionals. She has contributed to Barron’s Magazine, Financial Advisor magazine, Investment News, Financial Planning Magazine, and Wealth Management.com.

In 2019, Hannah was named “Grassroots Champion of the Year” by Financial Services Institute (FSI). FSI advocates for a more business-friendly regulatory environment for independent financial services firms and independent financial advisors in Washington D.C. The award is given at the discretion of FSI.

Specialties: Hannah focuses on helping her clients navigate transitional events including divorce, sale of a home, sale of a business, retirement, and inheritance.

Quote: “We can't direct the wind, but we can always adjust the sails.” — Unknown

Connect: Contact Hannah at Hannah@AmeriFlex.com or at (805) 770-1356 for a confidential consultation today!


MEMBER SINCE SEPTEMBER 2017
 

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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Insurance is offered independent of Osaic Wealth, Inc.

Stefani Kohler, CFP®, CDFA® | Wealth Advisor

About: Stefani has more than a decade of experience in the financial services industry, all with Mercer Advisors. She previously served as an investment operations supervisor, acting as a liaison between advisors and custodians and managing account maintenance and monetary movement for the company. Her desire to collaborate directly with clients led to her transition to client service. Stefani is passionate about assisting clients in achieving Economic Freedom™. She serves a diverse range of clients at various life stages, including young couples accumulating wealth, doctors approaching retirement, and widows planning their path forward after the loss of a lifelong partner. Stefani prioritizes her clients' most important goals, creating custom-tailored plans that help provide clarity and confidence about their financial future. Using a comprehensive approach that includes financial planning, proper asset allocation, and tax strategies, Stefani helps ensure her clients are set up for success in all aspects of their plan. Her deep care and commitment make her an excellent partner in financial decisions. Stefani graduated from the University of California, Santa Barbara where she received a bachelor's degree in psychology. Stefani is a CERTIFIED FINANCIAL PLANNER® professional, a CERTIFIED DIVORCE FINANCIAL ANALYST® and holds the FINRA Series 65 license.

Specialties: Stefani walks in partnership with clients through difficult life events such as the death of a life-long partner. She has education and training to help clients navigate divorce and analyze the impact of divorce settlements. She delivers financial planning for women from the eyes of a woman.

Quote: “Do not save what is left after spending; instead spend what is left after saving.” – Warren Buffett

Connect: Contact Stefani at skohler@merceradvisors.com or at (805) 565-2559, or visit her website below!

MEMBER SINCE March 2025

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