|Aligned with our commitment to growth and a relentless quest to meet each client’s life vision with comprehensive planning, we are pleased to announce our new team member, Scott Shinnick. He will be serving as our new Director of Advisory Portfolio and Investment Research.
|Olson Wealth Group, a multi-family office dedicated to financial stewardship and a leader for more than 30 years, announces the addition of Scott Shinnick, as 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. With an acute focus on portfolio construction that seeks to find opportunities that align with our client’s expectations and goals, and with Scott’s extensive experience he assists the advisors so they can deliver tailored portfolio management advice focused on wealth creation and stability.
At a very young age, while working closely with his father in his small-town hardware store, Scott Shinnick was inspired by the family values of a strong work ethic and motivation to serve others. Those same values have been tried and tested during his life and career while excelling in multiple sports in high school, achieving an MBA in Finance, and previously managed advisory investments for a family office and high net worth clients. Those values are also embodied in Scott’s previous leadership position as a Director of Wealth Management, as we remain steadfast to provide financial stewardship and support of our client’s inspired life.