Kevin Olson, CFP™

Trade Desk Associate

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Moline

I joined the Planning Center in 2022 and bring with me 7 years of investment experience after working for The Vanguard Group in Scottsdale, Arizona. I am responsible for running our trade desk which includes daily trades as well as weekly rebalancing of accounts. I also serve as a member of our Investment Committee.

Work hard, have fun, help others

I was born and raised in Moline, Illinois and my wife and I could not be more excited to be raising our two kids in Moline, IL. We are an active family and love to be outdoors as much as possible. Some of our best family memories have come from vacations in the mountains of Arizona and Colorado. I enjoy coaching youth recreation sports and have coached my son and daughter in soccer and basketball. We love to ride bikes as a family and get on our bikes whenever we can whether that’s date night, trying out a new coffee shop, or grabbing an ice cream cone.

Credentials

Education

  • S. Engineering, Iowa State University
  • MBA University of Iowa

Favorite destinations:
The mountains in Arizona and Colorado

Who inspires me:
My family

 

Latest Posts

Jude Boudreaux Featured in CNBC Article

Senior Financial Planner Jude Boudreaux, CFP®, recently appeared in a CNBC article about moving abroad as a living option for retirees. The piece highlighted the desire for lower living costs and better lifestyles among relocating retirees.

Read More »

TPC Featured on The Human Side of Money Podcast

In the episode, we reveal the 3-step process we take clients through to craft a statement of financial purpose. We discuss the importance of having meaningful conversations centered around the client’s values and how we use those conversations to guide the client through difficult financial decisions.

Read More »
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Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.

Play Video

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.