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BUILT ON A RELATIONSHIP OF TRUST

Meet Our Team

Michael A. Olson, CFP® AIF® AWMA®

Financial Planner

KJ Townson

Client Relationship Manager

David A. Kudo, CPA

Investment Advisor Representative

Clients have chosen to work with our team because of our integrity and commitment to building strong and lasting relationships. Which means we utilize a comprehensive financial analysis process that allows us to thoroughly understand your goals and align them with the most suitable and effective strategies to achieve these goals. The real benefit is the confidence you have in knowing that you have a firm dedicated to positively impacting your life, lifestyle, and legacy.

We provide custom solutions for both individuals and businesses by incorporating services such as:

  • Asset Protection
  • Business Succession Planning
  • College Funding
  • Executive Compensation Strategies
  • Retirement Planning
  • Survivorship Protection
  • Trust & Estate Planning Strategies
  • And More!

To find out more about how our team can assist you in building a solid financial future, please give us a call at 847-698-1542. Text 28748 from your smartphone for my virtual business card.

Serving Individuals

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Business Planning

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Investment Strategies

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