Just divorced and with two teenage children, Linda Keller needed an advisor who would be able to work well with her estate attorney and tax accountant and who specialized in estates between $3 million and $8 million so she wouldn’t feel overlooked by an advisor catering only to higher net worth individuals. Read More.
Minnesota Business: “Labor of Love”
Sharon Olson’s passion for finances is something that clients can bank on. Olson’s philosophy is one of the reasons she is being nationally recognized for the third straight year, as one of the nation’s Top 100 Wealth Advisors by Worth Magazine. Read More.
Minneapolis/St. Paul Business Journal: “Olson Named ‘Woman to Watch’ by Women in Business.”
Sharon Olson learned early on that there’s something in business that trumps even the best connections: old-fashioned scrappiness. Olson sees strong parallels between her successful career as a certified financial planner and her background growing up poor on a southeastern Minnesota farm. Read More.
