Investment Advisor and Enrolled Agent
Series 6, 7, 63, 66, OR LTC and EA
Oregon Insurance License: #677457
IRS PTIN #: P00951161
Oregon License #31941-C
EA # 00109267-EA
Rod Olson started his career in financial services in 2004. Rod is passionate about helping people understand how taxes and retirement go hand in hand. He is both a securities licensed Investment Advisor and an Enrolled Agent.
His desire to educate his clients first, through honesty and shared trust, is essential to the creation of customized plans for their finances. His goal is for his clients to live more simply and “win with money”.
Rod loves what he does and the people he serves in his community. He prides himself on his strong relationships with his clients.
Rod lives in Helena, Montana with his wife Tiffany and their two teenage children. When not in the office, he can be found on the baseball field with his son or camping, fishing, and hunting with his family.