Tax Planning Strategist, 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. 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.
Greg is a strong believer that: “If you’re not considering the after-tax return on your investments, you’re not taking a clear view of your strategy.” Greg applies this philosophy to every aspect of the Olson Wealth Group Inspired Life approach. He supports the team in:
Greg partners with Olson Wealth Group to ensure that every client has a clear view of their tax situation and multiple coordinated pathways to optimize outcomes. By “trying them all on,” 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