portrait of Heidi M Olson

About Heidi

Personal finance, saving and investing has always been a passion of mine. I feel incredibly fortunate to be an Edward Jones financial advisor where relationships are so important. I enjoy getting to know my clients' hopes and dreams and then problem solving for how our comprehensive strategies will help meet their needs during every chapter of their lives.

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...

Focus Areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesMay 2016 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Viterbo CollegeMaster of Business Admin

Personal Interests

  • Community Outreach
  • Active Lifestyle
  • Culinary Arts
  • Golfing
  • Art & Theater

Team Members

  • Stephanie Reichert
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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