Client Care Manager
Marissa is dedicated to delivering exceptional service and providing focused organizational and client management support to Olson Wealth Group clients. With a commitment to developing creative solutions that cater to even the most complex needs, Marissa is at the forefront of ensuring client satisfaction.
Marissa’s unwavering determination to uncover optimal client solutions and deliver outstanding service stems from her innate drive to foster collaboration. Whether it’s in her personal or professional life, teamwork is a constant thread that weaves through Marissa’s experiences, enabling her to create successful outcomes.
With more than six years of experience in the financial services industry, Marissa provides exceptional client service and account related support to Olson Wealth Group and its clients. Marissa helps clients navigate through intricate financial paperwork processes, including both setting up new accounts and servicing existing ones. Marissa’s strong attention to detail and analytical thinking help provide tools to ensure our clients’ needs are met.
Marissa received her license in Administrative Assistance from Indian Hills Community College in southeast Iowa. Since obtaining her degree, Marissa has developed her experience by working in the industry assisting over 20+ financial advisors as an Administrative Assistant with Cambridge Investment Research, Inc. and now as an LPL employee supporting advisors in the Admin Solutions Program.
Marissa is from Iowa and has lived in Iowa her whole life. She enjoys spending time with her family and friends as well as small getaways with her family. In her free time Marissa enjoys snuggling up under a blanket with a good book.