Olivia is a member of our comprehensive financial planning team. After graduating from Utah State University with a degree in Business Management with an emphasis in wealth management, Olivia spent two years working as a client relations specialist before joining the planning team at Cambridge Financial Services. As a key member of the comprehensive planning team, Olivia excels in conducting financial SWOT and gap analyses. Her experience encompasses insurance, retirement planning, investment strategies, tax optimization, and cash flow management.
A native of Arizona, Olivia loves surfing on the lake, working out, and cheering on the Diamondbacks.
Education & Certifications:
- Utah State University, B.S. Business Management, Emphasis in Wealth Management
Licenses
- Life, Health, Disability, Property & Casualty
- Series 7, 66