Team

Olson Financial Services has over 35 years of financial services experience including a CFP ® Professional 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 Osaic Wealth, Inc.

260-436-6068

260-436-6768

chip@olsonfinancialservices.com

Chip is an Investment Advisor Representative with over 35 years of experience in helping individuals with Personal Financial Planning, Retirement planning, Estate Planning Strategies and Small Business Strategies. Chip holds a BA in...

Liz White

Administrative Assistant

260-436-6068

260-436-6768

liz@olsonfinancialservices.com

Olson Financial Services since 2018Indiana Life & Health LicensedPrior to Olson Financial Services:12+ years managing restaurants10+ years teaching courses at community college5+ years administrative experience in the insurance...