Client Advisory

Biography

Olivia is an Associate based in Indianapolis. She is a burgeoning advisor and dedicates her time to participating in meetings and gaining insights from fellow advisors. She takes immense pride in cultivating and maintaining trusting relationships with clients.

Prior to joining Cerity Partners, Olivia served as a wealth management advisor at Northwestern Mutual. In this role, she provided financial guidance to couples, professional women, and business owners. Olivia holds a Bachelor’s degree in organizational leadership and supervision from Purdue University. Her academic background in leadership enables her to adeptly guide clients through the many financial decisions they encounter as they navigate life.

Beyond her professional endeavors, Olivia treasures time spent with her husband, Ben and their two rescue cats TJ and Roth.

Education

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

Highlights

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

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