Ron Olson

I graduated from Southern Illinois University – Carbondale with two Bachelors, one in Accounting and one in Finance. In school, I worked for a local bank part-time and then full-time as a teller for 5 years. I met Ron in July 2016 after being introduced by another Financial Advisor.

My role with Team Olson includes communicating with clients, preparing applications and paperwork, investment trading, asset movements, coordinating meetings, and helping clients make changes to their policies and accounts along with internal planning and reporting. I am licensed in life, health, and variable contracts and I have earned my Series 7 and Series 66 for investments.

My family and I moved to La Grange Park in 2019 after visiting the neighborhood and finding a treasure of places to explore, visit, and eat. I enjoy trying my hand at cooking new recipes, finding new coffee shops, and planning long weekend camping trips in our little A-liner camper.

I graduated from Indiana University in 2016, double majoring in Finance and Accounting. I passed the CPA exam to become a Certified Public Accountant in 2017 and worked in an internal audit consulting role for about two and a half years, followed by a corporate accounting managerial role for about two and a half years. Rather than working up the corporate ladder, I felt that I could make a larger impact on peoples’ lives so transitioned to financial planning on Ron’s team in January 2022. I consult with clients on their retirement planning and continue to provide sound financial guidance to the next generation.

I live in Chicago in a condo I recently purchased in the Southport Corridor where I enjoy trying new restaurants and attending Chicago Cubs games with family and friends. I also enjoy golfing, travelling, and watching professional and college sports in my spare time.