The Team
Olympic Wealth Advisors

Putting clients first; it’s what we do

Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including:

• “Understands me and shares my values”

• “Explains things in understandable terms”

• “Has defined, repeatable processes for producing results”

• Has “knowledgeable, timely and tactical” investment ideas

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Our Advisors

Joseph Lavitt

Joseph Lavitt

Financial Advisor

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CA Insurance #0E23516


Our Staff

Dee Diego

Practice Manager
Marketing Manager

Leonel Escota

Operations Specialist

Caroline Groche, MSM

Financial Planning Specialist
Operations Director
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  • Master's Degree, Corporate Finance, Toulouse Business School, France
  • Fluent in French and Proficient in German

Roles & Responsibilities

  • Operations and Practice Management
  • 8 Years of Experience in the Financial Services Industry