Aligned with our commitment to growth and a relentless quest to meet each client’s life vision with comprehensive planning, we are pleased to announce our new team member, Tom Knutson, CFP ® serving as our new Director of Financial Planning.
Olson Wealth Group, a multi-family office dedicated to financial stewardship and a leader for more than 30 years, announced today the hiring of Tom Knutson as Director of Financial Planning.
Knutson is a CERTIFIED FINANCIAL PLANNERTM and a Montgomery CFP® Award Winner for his dedication to excellence and education in financial planning. 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.
“Tom is laser-focused on achieving the best results for his clients and has a strong track record of delivering results,” said Sharon Olson, President of Olson Wealth Group. “His enthusiasm, dedication, and drive will be an asset as we continue to grow our firm and increase our capacity of offering clients the best service we can.”
As the Director of Financial Planning at Olson Wealth Group, Tom will focus on developing and executing comprehensive financial plans for families, foundations, and charitable organizations. He will analyze and assist 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.
For the past 30 years, Olson Wealth Group has been a leader in the industry offering unparalleled and distinctive wealth management through cutting-edge research, sophisticated strategies, trust services, and family office attention.
“I am thrilled to be joining the team at Olson Wealth Group as I’ve been impressed by their range of services, financial stewardship, wise counsel, and clear strategies for growing and preserving the wealth of their clients. said Knutson. “Olson’s attention and dedication to our clients are what makes Olson Wealth Group stand out as an industry leader.”