Our Team

Mark D. Olson, CFP®, MSFS, CLU®, ChFC®

Founder & Principal

For nearly 30 years, Mark has been helping his clients find financial peace of mind through his work as their financial coach and advocate. He believes that every client has a unique situation and deserves a customized financial strategy in order to achieve their goals. Mark specializes in working with corporate executives, business owners, and other professionals. He especially enjoys helping those that are planning for retirement or just beginning that chapter in their lives.

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Michael Ferrara, LUTCF

Financial Planner

Mike has been helping people make sound financial decisions for over two decades and brings a world of personal and professional experience to his clients. He uses a holistic approach and specializes in working with retirees, small business owners, and individuals in the areas of estate, business succession, retirement, and tax efficient financial plans. Mike is passionate about helping his clients build a legacy for their families and businesses alike. He prides himself on bringing value, building long-term meaningful relationships, and earning every client he works with.

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Irene Stolte

Financial Adviser

Since 2001, Irene has built a reputation of providing superior service to her clients. Irene’s career followed her father’s own distinguished 35+ year financial services career with New York Life. Irene’s commitment to helping her clients has earned her both loyalty as well as referrals to their family, friends and colleagues. In fact, many of Irene’s clients have become personal friends.

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*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 23,358.24 -0.43
Nasdaq Composite 6,782.79 -0.15

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