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.