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.

Securities offered through LPL Financial. Member FINRA/SIPC.

Accolades

Sharon Olson, CFP®, CEPA

President

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

Kevin Fruechte, CFA, CFP®, CPWA®

Chief Research Officer

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

Andrew Thomas Schmuhl, JD

Chief Operating Officer

Andrew brings extensive international and domestic business and legal experience to the role of Chief Operating Officer of Olson Wealth Group.

Andrew Beatty

Head of OCIO Consulting, LPL Financial

In his role as Head of OCIO Consulting at LPL Financial, Andrew supports Olson Wealth Group as the Chief Investment Officer where he provides economic insights and deep experience in the development of Olson Wealth Group’s investment philosophy.

Dale Skogstad, CFA, CFP®

Managing Director, Wealth

With Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations, Dale Skogstad brings a 360 degree view of wealth management in his role as Managing Director of Wealth at Olson Wealth Group, LLC.

Krista J. Winograd, CFP®

Director of Inspired Life

Krista, a Certified Financial Planner® (CFP®) practitioner, serves Olson Wealth Group’s ultra-high-net-worth clients and families with customized services and bespoke wealth plans using the Inspired Life Family Office® platform.

Terry Redman, CPA, CFP®

Plan Manager, LPL Financial

In her role as Plan Manager at LPL Financial, Terry supports Olson Wealth Group where she assists in developing and executing comprehensive financial plans.

Courtney McClimon

Chief of Staff and Client Concierge

Unwavering dedication to service and a steadfast belief in daily consistency inspires Courtney McClimon in her role as Chief of Staff and Client Concierge for Olson Wealth Group.

Natalie Izquierdo

Client Service Associate

Natalie Izquierdo demonstrates her work ethic and energetic posture in every client experience within her role as Client Service Manager for Olson Wealth Group.

Kevin Cox

Client Service Associate

Kevin serves as our client service associate where he delivers dependable, detail-oriented service to our clients.

Marissa Lawrence

Client Care Manager

Marissa is dedicated to delivering exceptional service and providing focused organizational and client management support to Olson Wealth Group clients.

Gwen Gierke

Human Resource Officer & Employee Development Ambassador

Gwen Gierke, MA serves as Olson Wealth Group’s Human Resource Officer and Employee Development Ambassador. Gwen has over 30 years of progressive experience in talent acquisition and human resources management and holds a Masters’ Degree in Industrial Relations from the Carlson School at the University of Minnesota.

Jenni Donovan Rios

Director of Marketing and Social Media

Jenni serves as the Director of Marketing and Social Media for Olson Wealth Group. She leads the firm's marketing and public relations strategies through creative collaboration with the Olson Wealth Group advisory team.