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.
Heirloom can provide a clear, objective view of where you stand and what might be possible.
Schedule A Strategy Session with Our Team
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.
Learn moreTax Solutions
Tax strategies integrated with your broader wealth plan, helping inform decisions, improve efficiency, and support long-term outcomes through coordinated planning.
Learn more