Our Team

Cathy is an “original” in every sense of the word. She was the first team member to join Mike Sipe when he founded AIS in 1999. She is one of only a few Accredited Investment Fiduciary Analysts (AIFA®) in Minnesota. And she’s hands-down one of the most interesting and authentic people we know.

If she’s not sleeping, she’s moving. Her passion for people, work and life is infectious, and her limitless energy and enthusiasm are the lifeblood of our office (although we do sometimes fantasize about locking her in her office until we’ve had our first cup of morning coffee).

She completed the requirements to become a Certified Employee Benefit Specialist (CEBS) in 2004 and a Certified Financial Planner (CFP®) in 2005. In addition to her financial planning work with clients, she leads our 401(k)/Group Retirement Plan Division.

When she’s not working hard, she’s playing hard—boating, traveling, volunteering, spending time with family and friends, and “getting dirty” in the outdoors. She and Darren are parents to David (entrepreneur), Amber (chemist and amazing mom) and Brittany (teacher & voice over actress).  She’s also a very proud grandma to Genevieve & Isaac. 

Jason joined AIS Planning in June of 2001 with a clear objective: build a career as a Financial Planner — without ever being pressured to sell. His requirement was simple and non-negotiable: serve clients on a fixed salary so advice would never be influenced by commissions or product incentives. If something was recommended, it had to be because it was right — not because it paid.

He believed then (and still believes) that long-term success in this profession comes from doing the right thing consistently, thinking holistically, and walking alongside families through every season of their financial lives — not chasing transactions. In 2003, he completed the education, examination, experience, and ethics requirements to earn his Certified Financial Planner (CFP®) designation. More than two decades later, both his experience and his perspective have deepened — even if the hair color has lightened.

Jason serves as AIS Planning’s Senior Planner and as the firm’s Visionary. Many of the processes, initiatives, and long-range strategies at AIS Planning begin with his ability to see patterns others miss — how decisions affect people, how systems influence culture, and how small changes compound over time. He is relentless about finding the best solution for each client and refuses to make a recommendation until he is confident it is structurally sound, not just convenient.

Jason is married to Ann — a genuine free spirit and the energy in any room she enters. Together they have raised three driven and capable children: Ally, Cameron, and Ryan. Outside the office, Jason invests his time in his church, his community, and at the family cabin — where thinking slows down just enough to recharge before the next big idea takes shape.
 

Nathan Goebel is a Certified Financial Planner (CFP®) with a contagious laugh, vibrant personality, and passion for knowing and helping people achieve their personal and financial goals. Nathan's experience includes insurance, compliance, wealth management, and financial planning, but he longed for an environment that supported his hunger for knowledge, drive to serve others, and passion for building long-term relationships…all of which AIS Planning embodies. Nathan is driven by a genuine desire to make a positive impact in his clients’ lives and exemplifies what it looks like to have the "heart of a servant."

Outside of work, Nathan and his high school sweetheart, Brittney, are fully immersed in the joy and chaos of raising their daughter, Emory, who joined their family in 2023, and are excited to welcome their second child in 2026. As a family, they love traveling to new places and collecting Christmas ornaments that tell the story of each trip, spending meaningful time with friends and family, hanging out with their dog, Auggie, and going on Friday date nights to Costco.

Sarah is an Advisor and owner at AIS Planning, where she brings both heart and strategy to the work she does with individuals, businesses, and the AIS team. She is deeply passionate about empowering women to feel confident, informed, and in control of their financial lives—whether that’s through one-on-one conversations, group education, or community-focused events.

Within AIS, Sarah works closely with business owners and plan sponsors in the Retirement Plan Services department, helping design, manage, and support retirement plans that serve both employers and employees well. She believes a thoughtfully designed retirement plan can be a powerful tool for financial wellness, retention, and long-term success—for both people and organizations.

In 2025, Sarah became an owner at AIS Planning and now also focuses internally on operations and marketing, helping shape systems, processes, and messaging that support the firm’s growth and client experience. She’s known for blending structure with creativity, and strategy with empathy—always with the goal of helping people feel supported, confident, and cared for.

Sarah enjoys traveling, photography, yoga and public speaking! 

Sommer Oslund joined the team in March of 2025. Sommer is dedicated to delivering a seamless and responsive experience for clients. Drawing on her diverse professional background, Sommer brings a thoughtful and service-oriented approach to client relationships. Prior to joining AIS Planning, Sommer managed operations and led human resources for a retail/medical supply company. She also has a background in behavioral health sciences, which adds depth to her interpersonal skills and her ability to support clients with care and precision. Her own personal and professional paths have fostered a passion for helping clients feel confident and cared for as they work toward their financial goals. With a strong focus on service, Sommer takes pride in building trust and maintaining clear communication with clients. Sommer holds both a Bachelor and Master's Degree in the field of Social Work. 

Outside of work, Sommer enjoys spending time with her four children (watching LOTS of soccer), running, reading and traveling. GO BADGERS!

Janet joined AIS Planning with over 40 years of experience in the banking industry, working primarily in Wealth Management and Private Banking. Janet oversees AIS Finance, where she plays a key role in supporting the firm’s financial operations with care, precision, and deep industry knowledge. Known as the “mom” of our team, Janet thoughtfully and passionately looks for ways to support others and keep everything running smoothly behind the scenes.

Janet has been married to Chuck for 45 years and together they have raised 3 boys, Aaron, Josh and Joe - plus 3 beautiful grandchildren.  Janet enjoys the outdoors and spends her free time at her home on the lake, biking, floating, fishing or knitting on the deck…usually accompanied by a glass of wine.

Dafne joined AIS Planning in July 2024. She earned her bachelor’s degree in psychology from St. Catherine University. Since joining the team, Dafne successfully supports a variety of administrative duties, marketing, and client events, helping deliver thoughtful and well-executed client experiences. Her service-oriented approach and willingness to assist help drive positive client outcomes and strengthen team collaboration. Dafne is known for her bubbly personality and collaborative spirit

When she’s not at AIS, Dafne enjoys reading, painting and drawing, spending time with her family, and relaxing with her puppy, often accompanied by a favorite book and a collection of quirky pens close at hand.