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R. B. Chip Olson , CFP®

(260) 436-6068


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 Osaic Wealth, Inc.

(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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Liz White

Administrative Assistant



Liz is an Administrative Assistant. She has over 20 years experience in customer service and administration. She holds a degree in Hospitality Administration and Business Management. Liz's professional experience includes 5 years of...

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Nancy Ullrich

Administrative Assistant



Richmond Office

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