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 Minnesota. My husband of 19 years and I have raised our two children in Rosemount, MN, for the past 15 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 and the DARTS board of directors, which creates connections that enrich the aging. Lastly, I am a founding member of Hope Fieldhouse in Rosemount, MN.
I've been fortunate to work with growing families looking for strategies that fit their goals. My clients want to live a purposeful life while balancing short- and long-term goals. It is an honor to hear about their goals and dreams and even more enjoyable to put the strategy together that we can partner together to accomplish.
The clients I have helped range from experiencing a life event, losing a loved one and getting married to losing a job, making a career transitions or just planning when the best timing and strategy will be to retire. We help people with these life events every day and help them navigate through those events to still achieve their evolving goals.
- 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
Phone NumberHeidi M Olson at (952) 890-7205
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