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