Our Qualifications

Loy U. Olson is a Senior Vice President/Investments and has been helping his clients manage their investments since 1976.  His clients are located throughout the United States.  He holds the Series 3, Series 7, Series 8, Series 63, and Series 65 licenses, and also has his life and variable insurance license, including annuities.

Matthew L. Olson is a Financial Advisor Associate and has been in the financial service industry since 2008.  He holds the Series 7, Series 31, Series 63, and Series 65 licenses and also has his life and variable insurance license, including annuities.

Michael D. Todd is a Financial Advisor and joined the team in 2018 after spending 12 years in the healthcare consulting industry. He holds the Series 7 and Series 66 and also has his life and health insurance licenses.

Together they take pride in the quality of advice and service given to their clients.  While developing a customized financial program, they will walk you through a step-by-step process that should make you feel confident in your decisions.  Once your goals have been established, Loy, Matt, and Mike will customize appropriate strategies to suit your vision and objectives.