Thank you for taking the time to get to know me and my team. I consider myself incredibly fortunate to work alongside a group of highly talented and passionate individuals dedicated to serving our clients and their families. In certain circles, I go by the name "Olly" due to the fact that my wife Michelle and I reside on a farm just outside Louisville, KY. Our farm life reminds some people of the classic TV show "Green Acres." While Michelle is certainly more capable than Eva Gabor's character, I embrace the role of "Oliver" proudly.
I was raised in a blue-collar family where my parents provided for my three brothers and me, and instilled in us the value of hard work. Throughout school, I held various jobs, including landscaping, busboy duties, pool maintenance, parking lot attendant, security guard, concrete masonry, and store clerk positions. When I turned 18, fate intervened when a gentleman handed me his business card while I was bussing tables at The Roadhouse Cafe in Hyannis, MA. He offered me a job which turned out to be a remarkable opportunity. As it happened, he was the CEO of one of the largest financial services companies in the world, and he saw potential in me that I hadn't recognized in myself. At 19 years old, I embarked on my journey in the financial services industry, starting at The Equitable Life Insurance Company in New York City.
For the first 19 years of my career, I traveled all over the United States educating financial advisors about retirement income products and solutions. Throughout that time, I cultivated an extensive network of talented and influential professionals gaining a deep understanding of the insurance and financial services industry. I learned how investment products are built and distributed, taught hundreds of investment and retirement planning courses, saw how financial planning firms are run, and was blessed with a successful career. In 2020, I made the decision to leverage my knowledge and expertise to build a regional financial planning company so that I could deliver a truly personal experience to client families incorporating the best of what our industry offers.
My family taught me the value of hard work and how to find joy in a job well done, and my mentors taught me the value of recognizing untapped talent. Just as my mentors gave me the opportunity to succeed and grow, we foster the same level of collaboration and empowerment with our clients. Our firm is dedicated to helping our clients find and use those gifts by providing financial stability and confidence. We believe that financial health is as important as spiritual and physical health because if you are worried about paying your bills, you won't be able to spend your time engaged in activities you enjoy.
I invite you to join our community by reaching out to our office, sending us an email, or exploring our website.
CRPC conferred by College for Financial Planning.