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About Us

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 offered through LPL Financial. Member FINRA/SIPC.

Accolades

Sharon Olson, CFP®, CEPA

President

Sharon Olson is a recognized expert in wealth, emphasizing smart strategies and solid values.

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Financial Advisor

Kevin Fruechte, CFA, CFP®, CPWA®

Chief Research & Operations Officer

Kevin takes a disciplined, analytical approach to provide support and research in pursuing clients' unique and customized investment needs.

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Nicole Scanlon, J.D.

Managing Director, Family Wealth Management

Nikki specializes in a wide range of complex services by aligning family wealth with vision and values, comprehensive aggregated reporting, and clarity to governance and philanthropic endeavors.

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Andrew Thomas Schmuhl

Chief Operating Officer

Andrew brings extensive international and domestic business and legal experience to the role of Chief Operating Officer of Olson Wealth Group.

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Andy Kuhl, CPA

Director of Wealth Services

Andy’s financial acumen and tax background and expertise encompasses the deep bench of talent at Olson Wealth Group.

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Tom Knutson, CFP®

Director of Financial Planning

Tom believes his strong work ethic, organizational skills, deep focus, and goal-setting process sprouted from his passion for competitive swimming and athletics.

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Danelle Fiman

Director of Client Services

As a competitive swimmer through college, Danelle Fiman developed skills that serve her well in her position as Director of Client Services.

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Stephanie Hall

Administrative Assistant

As an LPL Administrative Assistant, Stephanie partners with Olson Wealth Group to provide support on administrative tasks and client management functions.

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Jenni Donovan Rios

Director of Marketing and Social Media

Jenni serves as the Director of Marketing and Social Media for Olson Wealth Group. She leads the firm's marketing and public relations strategies through creative collaboration with the Olson Wealth Group advisory team.

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Kristen Cirasa

Client Care Manager

In collaboration with our exemplary wealth management team, Kristen champions top-notch service and hallmarks attention to detail.

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Alexandra Zolga

Client Care Manager

Alexandra partners with Olson Wealth Group to provide superior service to create, build and sustain the long-lasting relationships that we so greatly value

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