Chad Olson

Chad serves as a Private Wealth Manager, working directly with his clients to create and maintain customized financial plans that address all aspects of a healthy financial life, including investments, tax planning, risk management, retirement planning, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Chad offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Chad served as a Wealth Advisor at a national investment advisory firm.

When not at work, Chad enjoys spending time with his two daughters, Marion and Addison, as well as golfing and spending time in the mountains of Montana.