Chief Research & Operations Officer
Kevin takes a disciplined, analytical approach as Chief Research and Operations Officer, providing asset allocation and comprehensive research for Olson Wealth Group. He understands risk, timing and overall planning objectives as a first step towards the ultimate formation of personalized sound investment strategies. A Chartered Financial Analyst since 2001, Kevin provides a depth of expertise and experience in the creation of time-tested methods for diversification and risk management. Using an open-architecture platform, he applies both tactical and strategic approaches to guide the investment objectives and philosophy of Olson Wealth Group. His efforts further enhance the successful service model that Olson Wealth Group has delivered to clients over the years.
Kevin’s past experience as a Big Four CPA brings a high level of knowledge in the financial services industry and critical support to Olson Wealth Group investment strategies and process. His personal commitment and work ethic drive him to provide support in the selection of Equities, ETFs, Closed-end funds, Fixed income, Derivatives, Commodities and Currencies in both domestic and international markets.
In fact, Kevin recently completed the Certified Private Wealth Advisor (CPWA®) program and now is the only individual in Minnesota to combine CFP® and CFA credentials with the CPWA® designation. This highly regarded program is specifically tailored to financial advisors who work with high-net-worth individuals.
Kevin grew up on a farm in South Eastern Minnesota, graduated from Luther College and lives in Plymouth with his wife Becky and two children, Colin and Kayla. When he’s not at work, he enjoys reading and traveling, but is most likely to be found coaching, playing or watching sports.