The Team

Echelon Wealth Partners

Our Advisors

David M Olson

David M Olson

Private Wealth Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies

Education

Bachelor of Science Degree - Emphasis in Industrial Administration - Iowa State University 1972
CA Insurance #0H99521

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Michael Boguslawski

Michael Boguslawski

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

BS, Finance, Colorado State University, Fort Collings, CO,, MBA, Finance & Accounting, Regis University, Denver, CO, 1998

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Our Staff

Matthew H. olson

Matthew H. olson

Paraplanner

Rebecca M. Voigt

Rebecca M. Voigt

Administrative Assistant

Karen Boguslawski

Karen Boguslawski

Paraplanner

Financial Planning Analyst