Get to know the dedicated professionals who are here to guide you through every step of your retirement journey.

In her role as a relationship manager, Olivia collaborates closely with our financial advisors to ensure a smooth and cohesive client experience. Before joining Strategy Financial Group, Olivia led a sales team at TTEC and possesses expertise in account coordination and client service. She is passionate about helping people and making sure clients have a positive experience. Originally from Minnesota, Olivia obtained her Associates degree in Communication from Minnesota State University-Mankato. Now based in Chandler, AZ, she dedicates her free time to hiking, traveling, and dancing.