Who We Are
Philosophy & Mission
Our Philosophy
The Olson Financial Group provides investment guidance and planning to our clients through a holistic team approach. We take time to understand our clients' investment objectives, risk tolerance, time frame, and tax liabilities before we work with them to create a proper asset allocation strategy.
Investment Philosophy
We take an entire look at our clients' financial assets before we develop a strategy to assist them in pursuing their goals. We listen carefully to their investment objectives and desires before we design a plan for them. By taking a client-first approach, we can create an asset allocation plan with the appropriate risk tolerance parameters. Regular reviews of the investments will keep us and our clients' portfolios focused on their current investment objectives and goals. As clients move through the various stages of their lives, continuous monitoring helps ensure they are on an appropriate path toward their goals.
Our Mission
Our mission is to be the one devoted financial advisor to assist our clients in making the necessary decisions in formulating their investment plan.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and strive to provide you with only high-quality information, services, and products to help you pursue your goals.
Strategic Alliance
Stifel, Nicolaus & Company, Incorporated is a full-service wealth management and investment banking firm, established in 1890 and based in St. Louis, Missouri. Our Company provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, institutions, corporations, and municipalities.
Stifel, Nicolaus & Company, Incorporated is a wholly owned subsidiary of Stifel Financial Corp., which is a publicly traded stock, and is listed on the New York Stock Exchange under the symbol "SF."
Stifel is a member of the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA).
Stifel serves investors through approximately 2,000 Financial Advisors in more than 360 offices in 45 states and the District of Columbia, and 3 European offices through Stifel Nicolaus Europe Limited, making Stifel the 6th largest full-service investment firm in the U.S. in terms of financial advisors.
Stifel's research is one of the nation's largest equity research groups. To learn more about their research, click here. If you'd like to view their recent awards and accolades, click here.
For 125 years, pursuing the objectives of our clients has positioned our Firm for success. We believe that by placing the clients' interest first, they prosper. It is when our clients prosper that the firm succeeds. At Stifel, we can truly say that we predicate our success on the success of our clients.
Licenses & Designations
Loy U. Olson is a Managing Director/Investments, Resident Manager 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. He also has his license for variable insurance, life and annuities, and sickness, accident and health.
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. He also has his license for variable insurance, life and annuities, and sickness, accident and health. Matthew has also obtained the CRPC® designation.
Michael D. Todd is a Financial Advisor Associate and joined the team in 2018 after spending 12 years in the healthcare consulting industry. He holds the Series 7 and Series 66. He also has his license for variable insurance, life and annuities, and sickness, accident and health.
Morgan Heyen is a Registered Client Service Associate and began her career in the financial services industry in 2009. She worked in banking until 2017 when she joined the Olson Financial Group. Morgan holds the Series 7 and Series 66 license.
Kasey Hosack is a Registered Client Service Associate and began her career in the financial services industry in 2018. She worked in commercial real estate as a property manager before she joined the Olson Financial Group. Kasey holds the Series 7 and Series 66 license.
Together we take pride in the quality of advice and service given to our clients. While developing a customized financial program, we will walk you through a step-by-step process that should make you feel confident in your decisions. Once your goals have been established, our team will customize appropriate strategies to suit your vision and objectives.
Where We Do Business
If you don't see your state listed here, reach out to see how we can help.
States we are licensed in
Our Location
Loy U. Olson
Managing Director/
Investments, Resident Manager
With nearly 50 years of financial services experience, Loy provides guidance to his clients and assists them in making informed decisions regarding their financial goals. With the complex nature of investing today, he 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.
Loy began his career with Ellis, Holyoke & Company in 1976. In 1978, A.G. Edwards & Sons, Inc. bought out Ellis, Holyoke & Company, and he spent the next 30 years with A.G. Edwards. After additional mergers that occurred in 2008 and 2009, he moved his 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, Loy believes the move was very beneficial to the Olson Financial Group and especially to our clients.
Born and raised in Nebraska, he 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. Loy enjoys golf, travel, and Nebraska sports.
Memberships
- Member, University of Nebraska-Lincoln Chancellor's Club
- Member, University of Nebraska-Lincoln Alumni Association
- Member, Lincoln Country Club
- Founding Member, Dismal River Golf Club
Matthew L. Olson, CRPC®
Financial Advisor Associate
Matthew was born and raised in Lincoln, Nebraska. Being an avid Nebraska Cornhusker, along with many others, he bleeds “Nebraska Red.” He received a Bachelor's degree in Finance from the University of Nebraska-Lincoln, and joined his father's business in 2008. With over 15 years of experience and collaborating with his father, Loy, he takes a client-first approach to create a proper asset allocation plan with the appropriate risk tolerance guidelines. Our team tries to make investing an enjoyable experience for each of our clients.
Matthew and his wife, Nicki, have two children, Paige and Lucas. They like spending time at the pool or being out on the lake. He also enjoys all sports - especially golf.
Memberships
- Member, University of Nebraska-Lincoln Alumni Association
- Board Member, Alpha Tau Omega Fraternity
- Member, Lincoln Country Club
- Member, Dismal River Golf Club
Asset allocation does not ensure a profit or protect against loss.
Michael Todd
Financial Advisor Associate
Born and raised in Nebraska, Michael received a Bachelor of Science degree in Business Administration, majoring in Accounting and Finance, from the University of Nebraska – Lincoln.
After spending 12 years in the healthcare consulting industry, Michael joined the Olson Financial Group, achieving his lifelong goal to be in the financial services industry. He often draws upon his customer service and business consulting experiences and strives to improve people's lives. Through collaboration with Loy, he provides financial strategies that address clients' needs and goals.
Michael and his wife, Denise, have two children, Trent and Grace, and one furry family member, Memphis, who is a British Black Lab. They enjoy spending time at their family's lake cabin and visiting San Diego, where Denise was born and raised. Michael is an avid outdoorsman and enjoys hunting, fishing, and golfing when time permits!
Memberships
- Member, University of Nebraska-Lincoln Alumni Association
- Alumni, Alpha Tau Omega Fraternity
- Member, Lincoln Country Club
- Board Member, Lincoln Ice Hockey Association
Morgan Heyen
Registered Client Service Associate
Born and raised in Lincoln, Morgan earned a Bachelor’s degree in Business Administration from the University of Nebraska-Lincoln. Prior to joining Stifel in 2017, Morgan worked in the banking industry for 8 years in various roles including a personal banker and service manager.
Morgan is married and spends most of her spare time with her large extended family. When she isn’t with her family she enjoys gardening and doing jigsaw puzzles (but never the same one twice!).
Kasey Hosack
Registered Client Service Associate
Kasey grew up in Kearney, Nebraska, and Little Rock, Arkansas. She obtained a Bachelor’s degree with distinction in Education and Human Sciences from the University of Nebraska-Lincoln. Before joining Stifel in 2018, she worked in commercial real estate as a property manager.
Kasey enjoys spending time with her husband and two stepsons, as well as traveling and going to the gym.
Sunho Lee
Client Service Associate
Sunho graduated in 2021 with a Bachelor’s degree in Business Administration, majoring in Economics and Finance, from the University of Nebraska – Lincoln. She was an active member of Kappa Delta sorority and continues to support the local chapter.
Sunho enjoys playing tennis and golf, weightlifting, traveling, and spending time with friends and family.