Lars Olson,
CFP®, ChSNC™, CPFA, CAP®, CRPS®
President, Wealth Advisor
Manoj Sharma
Vice President, Wealth Advisor
Lisa Bush
Assistant Vice President, Wealth Advisor
Ken Vincent
Chair, Advisory Board
Julie Webster
Wealth Associate
David Olson
Wealth Associate (part time)
Brooke Olson
Wealth Associate
Molly Long
Wealth Associate
Jason Webster
SkillBridge Intern
We are grateful to say that many of our current clients have been referrals from other clients with whom we developed deep relationships. Some of these include multiple generations of successful families and extended families that stretch across the country. Our team nurtures these relationships with the midwestern values that make us proud to call ourselves “Marion Made”.
We’re excited to be a part of the wonderful turnaround currently underway in Marion. Our office is in a former bank building that sat vacant for nine years. Today it’s fully leased, as a new wave of tenants are making downtown Marion vibrant again, and visionary landlords are spending millions of dollars to purchase and renovate empty old buildings.
Products of the Marion Steam Shovel Company (later Marion Power Shovel) were used by contractors to build the historic landmarks of the Panama Canal, the Hoover Dam, and to dig the Holland Tunnel under the Hudson River.
But Marion’s greatness has not been relegated to the history books only. Our city’s future is bright.