Aaron Olson

Senior Wealth Manager

Email: aaron.olson@purposecwm.com

Aaron Olson is a Senior Wealth Manager and founding member of Purpose Comprehensive Wealth Management. As a Senior Wealth Manager, Aaron engages in a collaborative process with clients in efforts to help define and often inspire financial goals both pre-and post-retirement and then works to develop a plan to help ensure clients realize those goals. Aaron heads a client’s team of professionals including a Wealth Advisor and Portfolio Manager to provide comprehensive and ongoing planning in areas such as retirement planning, tax planning, Social Security strategies and insurance analysis.

Prior to founding Purpose Comprehensive Wealth Management, Aaron worked as a Financial Advisor for several institutions including USBancorp and Chase. Aaron graduated with a degree in Interpersonal Communications from the University of Wisconsin - Parkside.

Away from the office, you’ll find Aaron spending much of this time with his wife, Danielle, whom he considers his original founding partner and their five children, Harper, Niko, Cruz, Kaia and Cam.

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Troy Bystol

Senior Wealth Manager

Email: troy.bystol@purposecwm.com

Troy Bystol is a Senior Wealth Manager and Managing Partner at Purpose Comprehensive Wealth Management. As a Senior Wealth Manager, Troy engages in a collaborative process with clients in efforts to help define and often inspire financial goals both pre-and post-retirement and then works to develop a plan to help ensure clients realize those goals. Troy heads a client’s team of professionals including a Wealth Advisor and Portfolio Manager to provide comprehensive and ongoing planning in areas such as retirement planning, tax planning, Social Security strategies and insurance analysis.

Troy has nearly twenty years of experience in the wealth management industry. Prior to his commitment to building a client-centric and fiduciary-based wealth management firm, joining PCWM as a Managing Partner, Troy worked as a Financial Advisor for several banking institutions in the Madison area.

Out of the office, you’ll find Troy and his wife, Kristy, along with the French Bulldog, Max, at the pool cheering on their four children, Payton, Morgan, Zoey and Parker in swimming competitions.

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Dustin Dupart

Wealth Manager

Email: dustin.dupart@purposecwm.com

Dustin Dupart is a Wealth Manager at Purpose Comprehensive Wealth Management. As a Wealth Manager, Dustin engages in a collaborative process with clients in efforts to help define and often inspire financial goals both pre-and post-retirement and then works to develop a plan to help ensure clients realize those goals. Dustin heads a client’s team of professionals including a Wealth Advisor and Portfolio Manager to provide comprehensive and ongoing planning in areas such as retirement planning, tax planning, Social Security strategies and insurance analysis.

Dustin graduated from the University of Wisconsin - Green Bay with a degree in Business Administration. He has passed the Series 65, Uniform Investment Adviser Law Examination. Prior to working in finance, he worked as a planner for a transportation and logistics company based in Wisconsin.

Dustin values his time with his wife and two daughters. His personal time is spent outdoors and traveling to new places.

Christine Sharratt

Wealth Manager

Email: Christine.sharratt@purposecwm.com

Christine Sharratt is a Wealth Manager at Purpose Comprehensive Wealth Management. As a Wealth Manager, Christine engages in a collaborative process with clients in efforts to help define and often inspire financial goals both pre-and post-retirement and then works to develop a plan to help ensure clients realize those goals. Christine heads a client’s team of professionals including a Wealth Advisor and Portfolio Manager to provide comprehensive and ongoing planning in areas such as retirement planning, tax planning, Social Security strategies and insurance analysis.

Having spent her entire career in client facing roles Christine learned early and prospered in her career based on her problem-led approach. She asks questions, pays attention to details and gains a thorough understanding of the situation before developing any solutions. Those solutions always circle back to the original goals at hand. Christine weighs if and how a change will bring specific improvements to a customer. Her idea of success is to establish clear goals, create a strategy to accomplish those goals and execute with integrity.

Christine graduated from the University of Wisconsin Madison. Outside the office she spends as much time as she can with her children Elle and Harrison.

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Email: MANDI.LANDRY@purposecwm.com

Mandi Landry is a Wealth Advisor for Purpose Comprehensive Wealth Management. As a Wealth Advisor, Mandi helps clients discover and develop goals and then works to create a holistic and unique plan to bring the goals to fruition. She works closely with the Wealth Manager and Portfolio Manager to ensure every step of the plan and process is of the highest quality.

Graduating with a Bachelor's degree from the University of North Carolina - Chapel Hill, she embarked on a journey within the financial sector, accruing a decade of experience as a licensed Financial Advisor. Currently enrolled in the Certified Financial Planner program, Mandi continuously sharpens her skills, aiming to deliver superior service to her clients.

 Joining the Purpose Comprehensive Wealth Management team aligns with Mandi's commitment to client-centered values and ethical standards. She is ecstatic being able to utilize her expertise and genuine care for clients to make a meaningful impact on their financial aspirations.

 Beyond her professional pursuits, Mandi enjoys the adrenaline rush of snowboarding, the freedom of exploring on a motorcycle, and the discipline of a fitness-oriented lifestyle. Her heart is dedicated not only to her two cherished dogs, Boomer and Champ, but also to her supportive husband Ethan, who shares her passion for an active and fulfilling life.

Todd Drangstveit

Portfolio Manager

Email: todd@purposecwm.com

Todd Drangstveit is the Portfolio Manager and Managing Partner for Purpose Comprehensive Wealth Management. As Portfolio Manager, Todd designs and implements portfolio strategies working in collaboration with the two other members of PCWM’s Investment Advisory Board, Aaron Olson and Troy Bystol. Todd is responsible for the day-to-day portfolio trading while appreciating each client’s unique tax landscape, goals and liquidity needs. When not directly managing client portfolios, Todd spends his time analyzing current market trends and rigorously researching both current portfolio holdings as well as looking for future opportunities.

Prior to joining PCWM, Todd spent fifteen years utilizing his financial analysis expertise leading finance and analysis teams in his home state of Wisconsin and overseas in Germany. Todd obtained his MBA from Marquette University and is currently enrolled in the Chartered Financial Analyst program. Todd played golf collegiately at the University of Wisconsin Parkside and continues his passion for golf today. When not managing client portfolios, you’ll find Todd spending time with his wife, Laurie, and their three children in Brookfield, Wisconsin.

Nicholas Henning

Relationship Manager

Email: nicholas.henning@purposecwm.com

Nicholas Henning is a Relationship Manager for Purpose Comprehensive Wealth Management. As Relationship Manager, Nicholas partners with the wealth management team in creating and supporting client relationships.

Prior to joining Purpose Comprehensive Wealth Management, Nicholas worked for nearly a decade as an Outreach Specialist and Veterans Service Representative for the Veteran’s Administration. His experience and passion in working to improve the lives of our nation’s veterans and their families are extended to his clients in his role as a Relationship Manager for PCWM.

Nicholas graduated from the University of Wisconsin - Parkside with degrees in Interpersonal Communication and Sociology, as well as certificates in Community Based Learning and Conflict Analysis and Resolution.

Outside of the office, you’ll find Nicholas managing his personal portfolio of real estate investments and enjoying time with his wife and an ever-growing number of children.