Our Team

Olson Financial Group | Loy U. Olson | Senior Vice President/Investments, Branch Manager of Stifel's Lincoln Nebraska Branch Loy U. Olson

Senior Vice President/Investments, Branch Manager

With more than 42 years of experience, I provide advice to my clients and assist them in making informed decisions regarding their financial goals. With the complex nature of investing today, I created the Olson Financial Group to enhance the level of client service, help ensure that the client's needs are being addressed, and to better evaluate the many available investment choices that might be of interest to our clients.

I began my career with Ellis, Holyoke & Company in 1976. In 1978, A.G. Edwards & Sons, Inc. bought out Ellis, Holyoke & Company, and I spent the next 32 years with A.G. Edwards. After additional mergers that occurred in 2008 and 2009, I moved my business to Stifel, Nicolaus & Company, Incorporated in 2010. Stifel is a full-service wealth management firm offering the products and services our clients need. Because of this, I believe the move was very beneficial to the Olson Financial Group and especially to our clients.

Born and raised in Nebraska, I received a Bachelor's degree from the University of Nebraska-Kearney and a Master's degree in Educational Administration at the University of Nebraska-Lincoln. I enjoy golf, travel, and Nebraska sports.

 

Memberships

  • Member, University of Nebraska-Lincoln Chancellor's Club

  • Member, University of Nebraska-Lincoln Alumni Association

  • Board Member, Seniors Foundation

  • Member, Lincoln Country Club

  • Founding Member, Dismal River Golf Club

 

Olson Financial Group | Matt L. Olson, CRPC | Financial Advisor Associate of Stifel's Lincoln Nebraska Branch Matthew L. Olson, CRPC®

Financial Advisor Associate

I was born and raised in Lincoln, Nebraska. Being an avid Nebraska Cornhusker, along with many others, I bleed “Nebraska Red.” I received a Bachelor's degree in Finance from the University of Nebraska-Lincoln.

My wife, Nicki, and I have two children, Paige and Lucas. We like spending time at the pool or being out on the lake. I also enjoy all sports - especially golf.

I joined my father's business in 2008. By taking a client first' approach and working with Loy, we can create a proper asset allocation plan with the appropriate risk tolerance guidelines. We try to make investing an enjoyable experience for each of our clients.

 

Memberships

  • Member, University of Nebraska-Lincoln Alumni Association

  • Board Member, Alpha Tau Omega Fraternity

  • Member, Lincoln Country Club

  • Member, Dismal River Golf Club

 

Olson Financial Group | Michael Todd | Financial Advisor of Stifel's Lincoln Nebraska Branch Michael Todd

Financial Advisor

Born and raised in Nebraska, I received a Bachelor of Science degree in Business Administration majoring in Accounting and Finance from the University of Nebraska – Lincoln.  I am an avid outdoorsmen hunting, fishing, and golfing when time permits! 

After spending 12 years in the healthcare consulting industry, I joined the Olson Financial Group achieving my lifelong goal to be in the financial services industry.  I look forward to drawing upon my customer service and business consulting experiences and will strive to improve people's lives by what we do in the financial services industry. 

My wife, Denise, and I have two children, Trent (3) and Grace (1) and one furry family member Memphis, who is a British Black Lab. We like spending time at my family's lake cabin and visiting San Diego where Denise was born and raised.

 

Memberships

  • Member, University of Nebraska-Lincoln Alumni Association

  • Alumni, Alpha Tau Omega Fraternity

  • Member, Lincoln Country Club

  • Co-Chair Lincoln Ducks Unlimited Chapter

 

      Olson Financial Group | Morgan Heyen | Client Service Associate of Stifel's Lincoln Nebraska Branch      Morgan Heyen       

    Client Service Associate

Born and raised in Lincoln, I earned a Bachelor's degree in Business Administration from the University of Nebraska-Lincoln. While in college, I worked in the banking industry as a teller at US Bank. Prior to joining Stifel in 2017, I was a personal banker and service manager at Wells Fargo.

 

I married my high school sweet heart, Kyle, in 2014. We have two miniature dachshunds, Rosie & Quinn, and are expecting our first child in November 2018. In my spare time, I enjoy volunteering in the community, travelling, gardening, and spending time in the great outdoors.

 

 

Olson Financial Group | Kasey Hosack | Client Service Associate of Stifel's Lincoln Nebraska Branch Kasey Hosack

Client Service Associate

I grew up in Kearney, Nebraska and Little Rock, Arkansas. I obtained a Bachelor's degree with distinction from the University of Nebraska-Lincoln. Before joining Stifel, I worked in commercial real estate as a Property Manager at NAI FMA Realty.

I am a member of the Young Professionals Group of the Lincoln Chamber of Commerce and am also a Delta Gamma Alumna. I enjoy spending time with my husband, Corey, and two stepsons, Caden and Gavin. I also like traveling, going to the gym, and baking.

 

 

 

Olson Financial Group | Mary Jurgens | Client Service Associate of Stifel's Lincoln Nebraska Branch Mary Jurgens

Client Service Associate

I was born in Kansas. At age 4, I moved to Steinauer, Nebraska. Eventually I moved to Lincoln and worked as a Billing/Payroll Clerk for Lincoln General Hospital. In 1977, I married my husband, Larry, and moved to Madison, NE. In Madison, I worked in the Madison County Assessor's Office, where I acquired an Assessor's Degree. I also worked as a legal secretary and bank teller. In 2001, I started my own business: Double JJ Decorating. We moved back to Lincoln, and I started with Stifel in 2015.

 

I was the organist/choir director for St. Leonard's in Madison, NE. I enjoy spending time with my family including my husband, three children and six grandchildren. I currently am the organist at St. Mary's in Denton, NE. In my free time I like decorating, music, painting, and travelling.