David P. Olsen, CFP ®

Financial 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

 

Ryan Olsen

Registered Sales Assistant

  • Financial planning support and presentation preparation
  • Investment research and data analysis
  • Meeting follow-up to ensure client satisfaction and address any questions