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

Support Staff


Mike Akins

Mike Akins, MBA

Chief Investment Officer/ Chief Technical Officer

Caden Russell

Caden Russell

Chief Operating Officer

Hope Hoover

Hope Hoover

Director of Marketing / Graphic Designer

Andrea Colburn

Andrea Colburn

Marketing/Orion Specialist

Caroline Raines

Caroline Raines

Executive Administrative Assistant

Dane Steigerwald

Dane Steigerwald

Western Select Operations

Alex Ortiz

Alex Ortiz

Technology Specialist