Aaron Olson is a Senior Wealth Manager and founding member of Purpose Comprehensive Wealth Management. As a Senior Wealth Manager, Aaron engages in a collaborative process with clients in efforts to help define and often inspire financial goals both pre and post retirement and then works to develop a plan to help ensure clients realize those goals. Aaron heads a client's team of professionals including a Wealth Advisor and Portfolio Manager to provide comprehensive and ongoing planning in areas such as retirement planning, tax planning, social security strategies, and insurance analysis.
Prior to founding Purpose Comprehensive Wealth Management Aaron worked as a Financial Advisor for several institutions including USBancorp, and Chase. Aaron graduated with a degree in Interpersonal Communications from University Of Wisconsin - Parkside
Away from the office you'll find Aaron spending much of his time with his wife Danielle, whom he considers his original founding partner, and their five children, Harper, Niko, Cruz, Kaia, and Cam.