Director of Financial Planning
Tom serves as the Director of Financial Planning at Olson Wealth Group where he assists our advisors in developing and executing comprehensive financial plans for families, foundations, and charitable organizations. He analyzes and assists in implementing strategies in tax, insurance, cash flow, and estate planning, with a keen specialty in elder care, second-generation clients, and creative retirement strategies.
Tom believes his strong work ethic, organizational skills, deep focus, and goal-setting process sprouted from his passion for competitive swimming and athletics. While on the Varsity Swim Team at the University of St. Thomas, he grew his ability to remain steadfast, dedicated, and in constant pursuit of his goals set forth. This led to his tenacity for a client-focused drive to pursue great results for all clients.
He attended the University of St. Thomas in St. Paul, Minnesota, and graduated top of his class with a Bachelor of Arts in Financial Management. As the President of the Financial Management Association, he determined that his heart was in wealth management and financial planning.
Outside of work, Tom and his fiancé Christina live in Lake Elmo with their golden retriever, Annie. Tom and Christina share a common passion for many activities including, travel, scuba diving, personal fitness, golf, sailing, and skiing, just to name a few.