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.

Kevin Fruechte, CFA, CFP®, CPWA®

Chief Research Officer

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

Andrew Thomas Schmuhl, JD

Chief Operating Officer

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

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.

Scott Shinnick

Director of Advisory Portfolio and Investment Research

Scott supports Olson Wealth Group’s clients and their families by helping the advisors construct customized, comprehensive portfolios and wealth management strategies to fit their client’s unique needs.

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.

Kevin Cox

Client Service Associate

Kevin serves as our client service associate where he delivers dependable, detail-oriented service to our clients.

Alexandra Zolga, MBA

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

Annie Valencia

Client Care Manager

Annie is dedicated to delivering exceptional service and providing focused organizational and client management support to Olson Wealth Group clients. With a commitment to developing creative solutions that cater to even the most complex needs, Annie is at the forefront of ensuring client satisfaction. Annie’s unwavering determination to uncover optimal client solutions and deliver outstanding

Gwen Gierke

Human Resource Officer & Employee Development Ambassador

Gwen Gierke, MA serves as Olson Wealth Group’s Human Resource Officer and Employee Development Ambassador. Gwen has over 30 years of progressive experience in talent acquisition and human resources management and holds a Masters’ Degree in Industrial Relations from the Carlson School at the University of Minnesota.

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.