As a financial advisor, first I want to find out what is important to you and what you are working toward before you invest your money.
As a graduate of the University of Wisconsin La Crosse, I hold two bachelor's degrees in business administration and psychology. I also am a graduate of Viterbo University with a master's degree in business administration. I thrive on learning new things and focusing on continuous improvement.
I grew up in Jackson, MN, a rural community in the southern part of the state. My husband of 19 years and I have raised our two children in Rosemount, MN, for the past 14 years. We enjoy their music, sports and fun-filled events. We enjoy short and long car trips together to visit extended family and to vacation together. Currently, their sports of choice are baseball, golf, basketball and football.
I am an active member of the community, serving on the vision board at church, home association board as well as DARTS, which creates connections that enrich the aging. Lastly, I am a founding member of Hope Fieldhouse opening this year.
As my business has grown, I've been fortunate to work with families and business owners who are within 15 years of retirement or selling their business. My clients want to live a purposeful life while balancing short- and long-term goals.
I enjoy working with clients that are serious about their finances and who appreciate personalized guidance. My philosophy is to be disciplined and diligent about following a well thought out long-term strategy.
I want to make sense of investing for clients. I partner with them to understand their financial situation, define their goals and design their personalized strategy. During the partnership my clients may experience job transitions, marriages, divorce, the loss of a loved one and much more. I am honored to partner with them through all seasons of success and challenges.
- Wealth Strategies
- Socially Conscious Investing
- Employee Stock Options
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Retirement Income Strategies
My Personal Interests
- Community Outreach
- Active Lifestyle
- Culinary Arts
- Art & Theater
Office Address101 W Burnsville Parkway
Burnsville, MN 55337
Phone NumberHeidi M Olson at (952) 890-7205
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 03:00PM|
- Web Conferencing
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