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R. B. Chip Olson , CFP®

(260) 436-6068

Team

The  marketing group at Olson Financial Services has over 35 years of financial services experience including CFP ® and CLU designation.  When you choose to work with our group the experience and resources available will help to provide solid solutions and guidance toward meeting your financial goals.

You'll feel confident that you are working with a group of individuals who's primary objective is your financial success.   

 

R.B. Chip Olson

CFP ® , Investment Advisor Representative of Signator, Branch manager of Signator

(260) 436-6068

(260) 436-6768

Chip is an Investment Advisor Representative with over 25 years of experience in helping individuals with Personal Financial Planning, Retirement planning, Estate Planning Strategies and Small Business Strategies. Chip holds a BA in...

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Lisa Waterman

CFP® , Investment Advisor Representative of Signator

260-436-6588

260-436-6768

Welcome! I’m Lisa Waterman, a financial professional serving the greater Fort Wayne area. Individuals, spouses, and families face unique challenges when dealing with the complexities of the financial world. Things like 401(k), 403(b)...

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Dee Adams

Administrative Assistant

260-436-6068

260-436-6768

I'm excited to have been introduced into the financial world in April 2014. Being able to assist in an office with such financial experience has helped guide me further into the financial service industry, I have 5+ years customer care...

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