Meet the OLIO Crew

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The OLIO Financial Planning team is quite the diverse group and while we share many different interests, we all hold one truth about our work. Our client relationships are at the heart of our business. It’s our clients’ success that drives the business. We value these relationships and push for results. Every day, everyone, brings a “can do” attitude to work. It’s this work ethic that fuels the creative process in bringing innovative solutions to our clients’ financial well-being.

We’ve played whiffle ball in backyards. Have a passion for music. Worked on Christmas tree farms and assembled trophies. Taught in the field and in the classroom. We bike, hike, surf, and swim. You’ll find a fisherman and a seamstress. Travelers exploring both near and far and embracing learning about cultures different from ours. We duck hunt and compete in archery competitions. Make biscuits and gravy using Grannie’s recipe. Our four-legged companions inspire us. We rebuild and invent. Our friends are loved and families cherished. We listen and we study. We work hard. We work smart. Most importantly, we nurture. 

It’s through this broad range of experiences that we connect with our clients. We value time spent doing the things we enjoy and encourage our clients to do the same. Whether it’s a trip that has been on your bucket list for many years or a special hobby you have always wanted to pursue, we want to help you make those things happen. We believe in dreaming and finding a way to make those dreams a reality. For us, it’s part of pursuing happiness.