Team profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Family Finances
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans

Community participation

Alie Olsen is the president of the board of Rosie's Ranch, where horses inspire children with oral language challenges to listen and speak. She has been involved with Rosie's Ranch for over 10 years because she loves horses and believes in the difference they can make and have made in so many children's lives.