David P. Olsen, CFP ®

Wealth Consultant

  • Financial planning services with individuals and business owners
  • Investment portfolio management
  • Monitors markets for potential impact on your investments
  • Facilitates estate and tax planning issues
  • CERTIFIED FINANCIAL PLANNER™

Contact by Email


Michelle Vertorano, FPQP 

Operations Manager

  • New business coordinator and account maintenance
  • Processes all client trades, deposits and withdrawals

Contact by Email