Eric Olson, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans

About Eric

Choosing the right financial advisor or investment company to work with can seem like a large undertaking. It's important to work with an advisor who spends time getting to know you and helps make sense of investing. My mission is to partner with clients throughout their lives and help them organize their finances to build wealth for the future. While money cannot buy happiness, it can buy freedom.

My focus areas include:

Entrepreneurs and business owners: Special considerations need to be looked at to help manage business growth and help coordinate personal finances with business finances.

Career Changers: Switching careers is a good...

Work History

  • Edward JonesJune 2021 to Current
  • Whitney Peak HotelApril 2014 to June 2021

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Camping
  • Traveling
  • Spending Time with Family
  • Fishing
  • Pets

Team Members

  • Mark Hillard
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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