Chief Research & Operations Officer
Kevin follows a disciplined, analytical approach as Chief Research and Operations Officer, providing comprehensive research and evidence-based asset allocation strategies for Olson Wealth Group’s sophisticated clientele. He considers gaining a thorough understanding of each investor’s overall planning objectives to be a necessary first step toward the ultimate formation of a sound personalized investment strategy.
In addition to attaining the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA®) designations, Kevin has been a Chartered Financial Analyst (CFA) since 2001. As one of the few individuals nationally to simultaneously hold all three of these credentials, Kevin has demonstrated a depth of expertise and experience across the entire spectrum of investment and financial planning solutions that helps him create strategies for diversification and risk management. Using an open-architecture platform, he applies this knowledge to develop both tactical and strategic approaches to guide the investment objectives and philosophy of Olson Wealth Group.
Kevin’s unique experiences, skills, and diverse talents broaden the depth and strength of services that Olson Wealth Group can provide to its clients. His past experience as a Big Four CPA fully prepared him to apply his knowledge to create tax-efficient investment strategies for all types of individual and institutional investors. And his eighteen plus years of experience developing risk-based models for several of the Twin Cities largest hedge funds have given him a firsthand, working knowledge and comfort with all different asset classes and strategies – from basic stocks, bonds, ETFs, and mutual funds, to derivatives, commodities, real estate, private equity and alternative investments all across both domestic and international markets.
In total, Kevin brings a 360-degree approach to wealth management that includes tax and estate planning; investment portfolio management; asset protection and insurance; retirement and charitable giving strategies; executive compensation strategies; financial planning strategies for business owners; and single- and multi-family office services.
A graduate of Luther College, Kevin grew up on a farm in Southeastern Minnesota, where he still enjoys spending as much time as possible, while also coaching his son Colin and daughter Kayla’s youth sports teams, as well as traveling with his wife Becky.
Securities offered through LPL Financial. Member FINRA/SIPC.
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