Meet Our Team

Great River Financial is a Minneapolis, MN fee-only financial planning firm located in Plymouth serving clients in the Twin Cities area and nationwide.

A family firm

Great River Financial is a growing family-run financial planning and investment management firm founded by Josh and Amy Wolberg located in Plymouth, MN. Our advisory practice was started as an independent part of larger firms for 15 years before we launched our own fee-only firm in 2021. Josh leads the advisory team providing financial planning and investment management for clients. Amy runs back-office operations including client paperwork, accounting, and office management. Josh and Amy feel blessed to be partners in life and business including 25+ years of marriage and 3 kids.

Josh Wolberg, CFP®, RICP®, MBA

Josh Wolberg, CFP®, RICP®, MBAPresident and Lead Financial Planner
Josh Wolberg, CFP®, RICP®, MBA

Josh Wolberg, CFP®, RICP®, MBAPresident and Lead Financial Planner

I am the President and Founder of Great River Financial. Prior to becoming an advisor in 2007, I spent 9 years combined in software development and corporate finance. I serve clients as the Lead Financial Planner and Investment Manager for Great River Financial. I also teach as an adjunct instructor at Minnesota State University in Edina, MN where I help other Financial Advisors pursue the CFP® Designation.

I am from Wall, South Dakota. My wife, Amy, and I moved to the Twin Cities in 1999 and live in Eden Prairie with our three children and rescue dog. I enjoy being active and love traveling, hiking, running, and am a veracious listener of non-fiction audiobooks. I dive deep into multiple complex subjects to seek wisdom about living a meaningful and happy life and share this wisdom with others to help them pursue the same.

Charlie Frazzini

Charlie FrazziniAssociate Financial Planner
Charlie Frazzini

Charlie FrazziniAssociate Financial Planner

I am an Associate Financial Planner at Great River Financial with a degree in Financial Planning from Minnesota State University, Mankato. While at Minnesota State, I discovered my passion for financial planning after attending a career fair for business majors. Today, I enjoy helping families grow and protect their wealth using a variety of wealth management strategies. To me, financial planning is more than just numbers and rates of returns; it’s about understanding a client’s objectives and helping them make confident, informed decisions about their future.

Outside of work, I enjoy being outdoors, spending time at my cabin in northern Minnesota, making new recipes at home, and hanging out with friends on the weekends.

Amy Wolberg

Amy WolbergOperations Manager
Amy Wolberg

Amy WolbergOperations Manager

I am the Operations Manager at Great River Financial handling the client paperwork and back office management.  I enjoy working with clients and the details of paperwork. I grew up on a ranch in Western SD and have a degree in Economics from South Dakota State University. I enjoy reading, travel, long road trips and camping with our family and friends.

Kingston Hollman, MBA

Kingston Hollman, MBAChief Compliance Officer
Kingston Hollman, MBA

Kingston Hollman, MBAChief Compliance Officer

I am the Chief Compliance Officer of Great River Financial and owner of Just Compliance, a regulatory compliance firm. Prior to joining Great River Financial, I served in the U.S. Air Force for 4 years and have worked in financial services since 2008.

I live in Woodbury with my wife and our four children. I enjoy traveling, golfing, and traveling.

Discovering the truth about ourselves is a lifetime’s work, but it’s worth the effort.
– Mister Rogers