About Olson Wealth Group

Building Relationship That Last Generations

You need a wealth management team who understands your priorities and can craft a customized plan with sophisticated and creative strategies. As one of the leaders in our industry for over 30 years, we invented and use SCOPE, a comprehensive and distinctive wealth management process to help you pursue your uniquely important goals.

Aligned in our relationship with LPL Financial, we deliver thorough research, sophisticated strategies, trust services, and Inspired Life 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 advancement 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 and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Olson Wealth Group team providing wealth management, wealth preservation, and multi-generational planning for affluent families.

Sharon Olson, CFP®, CEPA

Managing Principal

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

Kevin Fruechte, CFA, CFP®, CPWA®

Investment Strategist

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

Dale Skogstad, CFA, CFP®

Managing Director

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 at Olson Wealth Group.

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.

David Meier

Vice President, CIO Solutions Consultant, LPL

David Meier, CIO Solutions Consultant at LPL Financial, serves as the Chief Investment Officer, providing economic insights and deep experience in the development of the firm’s investment philosophy and strategy.

Justin Moore

Portfolio Strategist, LPL Financial

As a Portfolio Strategist for LPL Financial’s Private Wealth Services, Justin Moore focuses on constructing portfolios for the Olson Wealth Group in support of clients’ objectives, risk tolerance, and Inspired Life vision.

Amber Kodad, CFP®, MBA

Private Wealth Services, LPL Financial

Amber Kodad and Olson Wealth Group align in the belief that wealth carries both extraordinary opportunity and significant responsibility.

Archie Garner, Jr, CFP®

Financial Paraplanner Lead, LPL Financial

Archie Gardner, Jr, is a CFP professional and financial planner who works to develop and implement thoughtful, comprehensive financial plans that help individuals and families pursue long-term financial confidence.

Ashley Brown, JD

Estate & Generational Wealth Planning Strategist, LPL Financial

Ashley collaborates with the Olson advisory team to help families articulate what matters most, establish clear objectives, and design plans that align with their long-term vision and purpose.

David L. Grebber, JD, LL.M., LUTCF

Exit Planning Strategist, LPL Financial

David brings more than 30 years of experience helping business owners and successful families navigate the complex decisions that come with succession planning, wealth transfer, and business exits.

Greg Husted, CPA, CFP®

Tax Planner, LPL Financial

With more than 25 years of experience in tax, accounting, and personal finance, Greg helps Olson Wealth Group support clients to see the full picture of their wealth — not just before tax, but after tax.

Reeve Holmquist

Director of Client Services

As Director of Client Services, Reeve Holmquist is committed to delivering highly personalized support to clients and their families.

Courtney McClimon

Director of Operations

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

Lyndsey Vargus

Client Care Manager

Lyndsey is committed to providing exceptional service and operational support to Olson Wealth Group, ensuring a seamless experience for clients and advisors.

Jade Gutierrez

Client Care Manager, LPL Financial

Jade Gutierrez collaborates with Olson Wealth Group by consistently demonstrating a passion for building meaningful client relationships.

Kevin Nguyen

Sr. LPL Registered Client Service Associate

Kevin is dedicated to delivering efficient and exceptional service and operational support for Olson Wealth Group. Kevin specializes in new client Onboarding, Move Money transactions, and Transition Support.

The media turns to us for information and insight

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Review the LPL Financial Form CRS. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. All information herein has been provided solely for informational purposes and is not an offer to buy, sell or solicit any security.