Director of Wealth Services
Andy’s financial acumen and tax background and expertise encompasses the deep bench of talent at Olson Wealth Group. Andy manages the firm’s wealth services by providing supportive planning towards each client’s important individual goals. As a specialist in tax-efficiencies, Andy is a confident and experienced communicator with the ability to serve with a high level of depth and understanding.
“I recognized that working with numbers and developing relationships were critical tools in personal finance,” he explains. “Empowering people through education regarding their own finances was a perfect match to my abilities and passion.”
Andy graduated from St. John’s University in Minnesota and holds Series 7 and 66 registrations with LPL Financial. He is a Certified Public Accountant (CPA).
Andy and his wife, Danielle, live in Maple Grove and enjoy spending time on the North Shore. An avid cook, Andy also likes to delight his friends and family with his culinary expertise.