The Team
Olympic Wealth Advisors

Putting clients first; it’s what we do

Ameriprise Financial was named a Top PerformerTM among investment firms in customer ratings on “unbiased and puts my interests first” by Hearts & Wallets1

We’re proud to be associated with a firm that puts clients first because your interests are also our priority. We’re not only in the business of helping you build and protect your wealth; 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.

When you have the right financial advice, 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