Olivia has been in the financial industry since 2012 and joined Northwest Asset Management in 2016. In her current role as a Wealth Manager, she assists individual clients and retirement plan participants in meeting their financial needs and goals.
She is a Certified Financial Planner (CFP®), holds the Chartered Retirement Plans Specialist (CRPS®) designation from the College for Financial Planning and the Behavioral Financial Advisor (BFA™) designation from Kaplan University.
Most recently, she studied to master charitable planning techniques for clients with philanthropic goals as a Chartered Advisor in Philanthropy® (CAP®). She enjoys competing in triathlons, drinking red wine with her husband and actively volunteering in the communi