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Dave Olsen

dave-olsen

Dave Olsen

Vice President of Client Services, Wealth Manager

Dave Olsen has been serving clients in the financial services industry for more than 10 years. He has a diverse background and experience in financial planning, investment strategies and insurance planning.

Dave ensures clients are receiving reliable, attentive service and ongoing advice to keep financial plans on track. He has passed the Series 7 and Series 66 exams and is FL2-15 licensed.