As a Client Services Associate, Olivia ensures all client information and records are updated and accurate, so advisors can focus on curating plans to help clients work toward their goals. She also coordinates between advisors and clients to create a relationship that allows both parties to feel heard and understood.
A graduate of Adrian College with a double major in finance and political science, Olivia has passed the Securities Industry Essentials (SIE) exam. In addition to an impressive education, Olivia brings valuable professional experience to her role on our team.
Outside of work, she loves to be outdoors. Whether it’s hiking, taking a stroll along the lakeshore, or simply hammocking with friends, Olivia enjoys being in nature. You might also find her curling up on the couch with her cat Suzie and binge-watching old crime tv shows. She enjoys giving back to the community and volunteers for the Cheyenne Frontier Days.