Olympic Wealth Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Joseph Lavitt

Joseph Lavitt

Financial Advisor

Visit Joseph Lavitt's website


Team

Dee Diego

Client Relationship Manager,

Marketing Manager

Qualifications

  • FINRA Series 7 and 66

Roles & Responsibilities

  • Schedules Client and Prospective Client Meetings
  • Manages and resolves client service requests
  • Coordinates educational and client appreciation events
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Caroline Groche, MSM

Practice Manager,

Financial Planning Specialist

Qualifications

  • Master's Degree, Corporate Finance, Toulouse Business School, France
  • Fluent in French and Proficient in German
  • 11 Years of Experience in the Financial Services Industry

Roles & Responsibilities

  • Manages Practice Operations
  • Contacts clients or prospects to confirm gather any additional information needed.; maintain contact during the financial planning process
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