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. Based in Charlotte, NC, his background spans public accounting, corporate taxation, consulting, and personal financial planning, giving him the depth to design strategies that align financial opportunity with tax efficiency.
He supports the team’s Inspired Life approach by planning through analysis, modeling and tax research to support financial opportunities, incorporating timing and character of income, which can include:
Greg partners with Olson Wealth Group in providing clients with a clear view of their tax situation and multiple coordinated pathways with a goal of optimizing outcomes. With the depth and breadth of this approach, Olson Wealth Group helps families, executives, and business owners move forward with confidence — knowing they have explored every avenue for efficiency, preservation, and growth.
Education
B.A., Economics — University of North Carolina at Chapel Hill
M.S., Accounting — University of North Carolina at Greensboro