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About Us

You need an advocate who understands your priorities and can craft a customized plan with innovative and creative strategies.   Leaders in our industry for over 30 years, we invented and use SCOPE, an unparalleled and distinctive wealth management process to help you pursue your uniquely important goals.

Aligned in our partnership with LPL Financial, we deliver cutting-edge research, sophisticated strategies, trust services, and family office attention.

You care about your family, your community, and the world around you. We are stewards for you to create a meaningful legacy with maximum impact that supports the things you value and are important to you.

Local and national financial and media organizations have applauded our innovation and advocacy. We think our 96 percent client retention rate speaks even louder.

Bring us your vision…let’s talk about your life, your legacy.

*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.

 

Securities offered through LPL Financial. Member FINRA/SIPC.

Accolades
Asset Management

Sharon Olson, CFP®

President

Sharon Olson is a recognized expert in wealth, emphasizing smart strategies and solid values.

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Financial Services

Michael D. Kotila, CFP®

President of Financial Planning

Michael applies a holistic approach to managing clients' financial portfolio.

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Financial Advisor

Kevin Fruechte, CFA, CFP®, CPWA®

Chief Research & Operations Officer

Kevin takes a disciplined, analytical approach to provide support and research in pursuing clients' unique and customized investment needs.

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Kathleen Rodine

Director of Client Services

With over 20 years of financial services experience, Kathleen fosters client relationships as Director of Client Services.

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Nicole Larson

Director of Operations

Nicole brings organization and efficient execution as Director of Operations at Olson Wealth Group.

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Kelli Stiles

Kelli J. Stiles, JD

VP, Advanced Markets Attorney / LPL Financial

Kelli J. Stiles is a former estate planning attorney and CPA with over 25 years of experience working with Financial Advisors and their high net-worth clients.

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Thomas Zgliniec

Thomas A. Zgliniec, CFP®

Vice President / LPL Financial

Thomas is a CFP® practitioner with an expertise based in the unique needs of high-net-worth individuals and families, foundations and endowments, and institutional clients.

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Patrick Herrington

Patrick Herrington, CFP®

Assistant VP / LPL Financial

As an Assistant Vice President of LPL Private Client, Patrick supports advisors looking to win and retain client opportunities with $5 million or more of investable assets.

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Sonya Nolan

Sonya Nolan, CFP®

Assistant VP / LPL Financial

In her current role as Assistant Vice President of Private Client at LPL Financial, Sonya provides sales and marketing support to advisors serving high-net-worth individuals, families, and Institutional clients.

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John Podesto

John Podesto, AIF®

Associate Consultant / LPL Financial

As an Associate Consultant with the LPL Private Client Consulting team, John partners with Financial Advisors to help them win and retain high net worth clients by developing customized solutions for their unique investment and planning needs.

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