Mike Olson Email & Phone Number

I'm a Partner and original founding member at WealthPoint. Over the course of my 25+ years in the industry, I have developed a strong expertise in working with ultra-affluent families, business-owners and their teams of advisors to help them evaluate, structure and optimize insurance portfolios to fit into their broader financial plan.I'm originally from Akron, Ohio, earned a Bachelor of Science in Finance from Miami University of Ohio and soon after moved to Arizona for the weather. I have been married since 1998 and have 3 daughters. In my free time, I participate in and train for triathlons and biathlons, and I enjoy mountain bike riding.Securities offered through Kestra Investment Services LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. WealthPoint is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with WealthPoint, LLC or PartnersFinancial. WealthPoint, LLC is independently owned and operated. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra IS Compliance Department at 737-443-2582.

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  Partner

  Wealthpoint, Llc

  2010 - Present

  WealthPoint serves affluent families and middle-market, family-owned and controlled companies throughout the United States. WealthPoint’s unique process combines (1) thorough discovery, (2) collaborative and flexible solutions, and (3) an unbridled commitment to implementation and on-going support.