Olivia Zwetzig, Financial Advisor

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • New Investors
  • College Savings
  • Insurance & Annuities
  • Military Professionals & Veterans

About Olivia

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.

From an early age, I was instilled with a passion for learning which prompted me to obtain my undergraduate and master's in education. I utilized this in the private sector helping various local and global organizations refine and implement their learning and change management programs all while placing special emphasis on their people, the heart and soul of the organization.

My husband, Todd, and I...

Work History

  • Edward JonesJuly 2022 to Current
  • Common Sail Investment GroupJuly 2021 to July 2022

Education

  • Ferris State UnivMaster of Science
  • Saginaw Valley State UnivBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Active Lifestyle
  • Health & Nutrition
  • Podcasts

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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