Aaron Olson
Managing Principal
Aaron Olson
Senior Wealth Manager
Email: aaron.olson@purposecwm.com
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 the University of Wisconsin - Parkside.
Away from the office, you’ll find Aaron spending much of this time with his wife, Danielle, whom he considers his original founding partner and their five children, Harper, Niko, Cruz, Kaia and Cam.
Mandi Landry
Wealth Advisor
Wealth Advisor
Email: MANDI.LANDRY@purposecwm.com
Mandi Landry is a Wealth Advisor for Purpose Comprehensive Wealth Management. As a Wealth Advisor, Mandi helps clients discover and develop goals and then works to create a holistic and unique plan to bring the goals to fruition. She works closely with the Wealth Manager and Portfolio Manager to ensure every step of the plan and process is of the highest quality.
Graduating with a Bachelor's degree from the University of North Carolina - Chapel Hill, she embarked on a journey within the financial sector, accruing a decade of experience as a licensed Financial Advisor. Currently enrolled in the Certified Financial Planner program, Mandi continuously sharpens her skills, aiming to deliver superior service to her clients.
Joining the Purpose Comprehensive Wealth Management team aligns with Mandi's commitment to client-centered values and ethical standards. She is ecstatic being able to utilize her expertise and genuine care for clients to make a meaningful impact on their financial aspirations.
Beyond her professional pursuits, Mandi enjoys the adrenaline rush of snowboarding, the freedom of exploring on a motorcycle, and the discipline of a fitness-oriented lifestyle. Her heart is dedicated not only to her two cherished dogs, Boomer and Champ, but also to her supportive husband Ethan, who shares her passion for an active and fulfilling life.