Olivia is a Financial Advisor who works closely with her clients to educate them and design plans to help them meet their financial goals. She specializes in investment management and helps clients with retirement, life insurance, and estate planning. She embraces the philosophy: I am not only helping clients manage their money, but I am also helping clients manage their relationships with their money.
Before joining Legacy Private Wealth Partners, Olivia was part of Concurrent. She has a bachelor’s degree in economics from the University of Colorado – Colorado Springs and an MBA from Regis University in Denver and holds multi-state insurance licenses and FINRA Series 7, 63, and 65 registrations. Olivia has served on the alumni board at the University of Colorado – Colorado Springs and on the board of her homeowners’ association.
When Olivia’s not working, she enjoys spending time with her husband, Jeff, and their two boys. She enjoys skiing, and cycling, and is an avid reader. Olivia completed a life-changing Yoga Teacher Training and Apprenticeship program to become a Registered Yoga Teacher (RYT 200). She loves living in the mountains but dreams about her next visit to the beach.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.
Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.