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Biography

Olivia is a Wealth Planner at Cerity Partners’ Indianapolis office, where she designs comprehensive wealth management strategies and personalized financial plans to help clients achieve their goals. She is dedicated to building trusting, meaningful relationships with her clients.

Before joining Cerity Partners, Olivia served as a Wealth Management Advisor at Northwestern Mutual. She holds a Bachelor’s Degree in Organizational Leadership and Supervision from Purdue University- a foundation that allows her to adeptly guide clients through complex financial decisions with clarity and confidence.

Outside of work, she enjoys spending time with her husband Benjamin, and their two rescue cats, TJ and Roth.

Learn more about my practice.

Education

  • Bachelor's degree in organizational leadership and supervision- Purdue University

Highlights

  • Series 6
  • Series 63
  • Series 65
  • Life and Health Insurance Producer
  • Variable Life and Annuities Producer

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