Annie Valencia

Client Care Manager

Annie 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, Annie is at the forefront of ensuring client satisfaction.

Annie’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 Annie’s experiences, enabling her to create successful outcomes.

With a wealth of experience in the financial services industry, Annie brings eight years of expertise in administrative roles from esteemed companies such as Wilson Financial Advisors (LPL Advisors), Lamplighters Investment Advisors, and Midtown Financial Advisors. Her adeptness in handling administrative tasks and client management functions makes her an invaluable asset to our team.

Annie holds a BA in Art History with a minor in Business from the University of North Carolina at Greensboro, showcasing her diverse skill set and well-rounded educational background.

As a North Carolina native, Annie finds joy in spending time with loved ones and exploring various activities. She loves taking her dog, Arlo, to the local dog park, accompanied by her husband. Annie also enjoys discovering new dining experiences at restaurants and seeking out great deals at thrift stores. In her downtime, you can often find her immersed in the cozy ambiance of a local coffee shop.

Annie’s upbringing was influenced by her mother’s career in the financial services industry, fostering her passion for this field. She was homeschooled and discovered her love for competitive swimming, which became a cherished part of her life throughout elementary, middle, and high school. Annie appreciates movie nights at home, relishes the tranquility of the beach, and cherishes the moments spent with her beloved dog, Arlo.

With her extensive experience, dedication to teamwork, and commitment to exceptional service, Annie Valencia is an integral part of Olson Wealth Group, ensuring our clients receive the highest level of care and support.

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