Our Team

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

Founder & Principal

For more than 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 efficient1 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, CLTC®

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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Matthew Kennedy, CLTC®

Financial Adviser

Matt is a second-generation adviser, serving his clients since 2008. He uses a holistic planning approach that is not only data-driven, but also recognizes the importance of emotions and personal desires. Through this approach, Matt is able to create unique plans and solutions that his clients will actually follow through. Education is also important to Matt, and in his role as a financial coach, he helps his clients be accountable to their plans and goals.

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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.
**Council is an annual company recognition program based on agent production from July 1- June 30.

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November 27, 2020 @ 11:26 AM

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