[vc_row][vc_column width=”1/2″][vc_column_text css=””]You need an advocate who understands your priorities and can craft a customized plan with innovative and creative strategies. Leaders in our industry for over 30 years, we invented and use SCOPE, an unparalleled and distinctive wealth management process to help you pursue your uniquely important goals.
Aligned in our partnership with LPL Financial, we deliver cutting-edge research, sophisticated strategies, trust services, and family office attention.
You care about your family, your community, and the world around you. We are stewards for you to create a meaningful legacy with maximum impact that supports the things you value and are important to you.
Local and national financial and media organizations have applauded our innovation and advocacy. We think our 96 percent client retention rate speaks even louder.
Bring us your vision…let’s talk about your life, your legacy.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.[/vc_column_text][vc_btn title=”Accolades” css=”” link=”url:https%3A%2F%2Fwww.olsonwealthgroup.com%2Fabout-us%2Faccolades%2F|title:Accolades”][/vc_column][vc_column width=”1/2″][vc_single_image source=”featured_image” img_size=”full” alignment=”center”][/vc_column][/vc_row]
Managing Principal
Sharon Olson is a recognized expert in wealth, emphasizing smart strategies and solid values.
Investment Strategist
Kevin takes a disciplined, analytical approach to provide support and research in pursuing clients' unique and customized investment needs.
Managing Director
With Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations, Dale Skogstad brings a 360 degree view of wealth management in his role as Managing Director at Olson Wealth Group.
Director of Inspired Life
Krista, a Certified Financial Planner® (CFP®) practitioner, serves Olson Wealth Group’s ultra-high-net-worth clients and families with customized services and bespoke wealth plans using the Inspired Life Family Office® platform.
Portfolio Strategist, LPL Financial
As a Portfolio Strategist for LPL Financial’s Private Wealth Services, Justin Moore focuses on constructing portfolios for the Olson Wealth Group in support of clients’ objectives, risk tolerance, and Inspired Life vision.
Exit Planning Strategist, LPL Financial
David brings more than 30 years of experience helping business owners and successful families navigate the complex decisions that come with succession planning, wealth transfer, and business exits.
Tax Planner, LPL Financial
With more than 25 years of experience in tax, accounting, and personal finance, Greg helps Olson Wealth Group support clients to see the full picture of their wealth — not just before tax, but after tax.
Estate & Generational Wealth Planning Strategist, LPL Financial
Ashley collaborates with the Olson advisory team to help families articulate what matters most, establish clear objectives, and design plans that align with their long-term vision and purpose.
Private Wealth Services, LPL Financial
Amber Kodad and Olson Wealth Group align in the belief that wealth carries both extraordinary opportunity and significant responsibility.
Director of Client Services
As Director of Client Services, Reeve Holmquist is committed to delivering highly personalized support to clients and their families.
Client Concierge
Unwavering dedication to service and a steadfast belief in daily consistency inspires Courtney McClimon in her role as Client Concierge for Olson Wealth Group.
Client Care Manager
Lyndsey is committed to providing exceptional service and operational support to Olson Wealth Group, ensuring a seamless experience for clients and advisors.
