Objective:
Results-driven financial advisor with over three decades of experience in wealth management, estate planning, and business succession. Helping Clients in a challenging role where I can leverage my expertise to provide strategic financial solutions and drive client success.
Personal Information:
- Born and Raised: Lincoln, NE
- Residence: Omaha (2018-2022), Bennington (2022-present)
- Engagement: Joanie Hallberg
- Daughter: Ali Olinger (23 years old, attends Iowa State University)
Professional Experience:
Cetera Advisor Networks LLC (2023 - Present) Position: Financial Advisor
Woodbury Financial (2011 - 2023) Position: Senior Financial Advisor
Securities America (2003 - 2011) Position: Wealth Advisor
Ameritas (1995 - 2003) Position: Financial Consultant
WFLA (1993 - 1995) Position: Financial Analyst
Registrations:
- Series 6 (1995)
- Series 7 (1997)
- Series 24 (1998)
- Series 65 (1998)
- Series 63 (1995)
Professional Affiliations:
- Owner and Co-Founder, Alpha Wealth Advisors
- Member, MDRT Top of the Table
- Qualifying Member, Forum 400
- Board Member and Past President (20 years), Lincoln Chapter of SFP
- Board Member, Lincoln Estate Planning Council
- Member, NAIFA
- President, HOA Prairie Hollow (2024-present)
Designations:
- Chartered Life Underwriter (CLU)
Areas of Expertise:
- Business succession planning, including key person strategies, taxation, and estate planning
- High net worth individual consulting, focusing on estate planning, taxation, and income planning
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success. Members become eligible for Top of the Table after generating six times the production requirement. Specific production requirements increase annually, and members must reapply each year.