Private Wealth Manager
Jamie Olson, CFP®, SE-AWMA℠ CRPC™
I joined Heirloom in early 2023 and am delighted to work collaboratively with such an amazing team of advisors. I have a Bachelor of Arts degree in Education with an emphasis in mathematics from the University of Illinois Chicago. With a background in teaching and a passion for finance, I aim to break down complex financial concepts into easy-to-understand terms to ensure that all of our clients feel fully comfortable and informed about their financial future. In addition to holding the 66 securities registration, I am a Sports and Entertainment Accredited Wealth Management Advisor, Certified Retirement Planning Counselor, and a proud Certified Financial Planner Professional.
Outside of work, I love adventuring in the mountains with my husband and two kids or traveling to the Great Lakes to sail. I am also a voracious reader, I enjoy triathlons, skiing, hiking, and being elbow deep in my garden.
Designation Disclosures
CFP®: Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
SE-AWMA®: Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) is a professional designation awarded by the College for Financial Planning®, a Kaplan Company. Individuals who earn the SE-AWMA® designation complete specialized coursework focused on the financial planning and wealth management needs of sports and entertainment professionals and must pass a final examination. Designees are required to adhere to professional conduct standards and complete continuing education requirements to maintain the designation.
CRPC®: Individuals showing a CRPC® designation hold an active Chartered Retirement Planning Counselor™ certification. They have completed a course of study focused on retirement planning and have passed an examination covering retirement accumulation and distribution strategies, retirement income sources, Social Security, healthcare considerations, estate planning concepts, and related retirement planning topics. Designees must comply with the College for Financial Planning's ethical standards and complete ongoing continuing education requirements to retain the right to use the designation.
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This initial conversation is designed to understand your goals, current situation, and priorities. You'll have the opportunity to ask questions, explore how Heirloom's integrated approach works, and determine whether a longer-term relationship makes sense—without pressure or obligation.
Our Services
Wealth Management
A coordinated approach to managing investments, planning, and cash flow, designed to bring clarity and confidence to your financial life today and over time.
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Tax strategies integrated with your broader wealth plan, helping inform decisions, improve efficiency, and support long-term outcomes through coordinated planning.
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