Our Team


James. M. Olson

James M. Olson, CFP ®

Wealth Manager, Principal

Gregory Beal

Gregory Beal, CFP ®

Wealth Advisor

Christopher J. Eaton

Christopher J. Eaton, CFA ®

Portfolio Manager

Jarred Olson, MBA

Jarred Olson, MBA

Director

Support Staff


Mike Akins

Mike Akins, MBA

FinTech Chief

Caden Russell

Caden Russell

Chief Operations Officer

Hope Hoover

Hope Hoover

Director of Marketing / Graphic Designer

Andrea Colburn

Andrea Colburn

Orion Specialist

Caroline Raines

Caroline Raines

Executive Assistant-Business Operations
& Marketing Specialist

Dane Steigerwald

Dane Steigerwald

Western Select Operations & Orion Specialist

Alex Ortiz

Alex Ortiz

Technology Manager

Hope Bristow

Hope Bristow

Administrative Assistant