Olivia Carris

Lead Generation/Sales Representative 

Olivia has a diverse background in account management, recruiting, and broadcast media, bringing well-rounded skills and perspectives to her work. Her connection to the financial world is personal; her father was an advisor for 50+ years, giving Olivia an appreciation for trusted collaboration and financial guidance. She brings a relationship-driven approach, supporting clients throughout their financial journey.

Olivia loves being active and outside: playing pickleball, walking her Aussie Doodle, or rock climbing. As well as going out to eat at any new spots she can find!

Let's have a  complimentary, no-obligation conversation

Your firm foundation starts with a phone call. Let our experienced advisors help you navigate the complexities of investing, retirement planning, and wealth management. Take the first step by filling out our form.