Olivia Stordahl

Associate Advisor

With a strong foundation in finance and financial planning, Olivia is a dedicated Associate Advisor committed to supporting the firm’s Lead and Senior Advisors in delivering thoughtful, personalized financial solutions.

In her role, Olivia assists with research, meeting preparation, and client follow-up, ensuring a seamless experience for those navigating important financial milestones. Her prior experience in investment communication allows her to effectively analyze and articulate strategies that align with clients’ long-term goals. She is passionate about helping individuals gain clarity and confidence in their financial future.

Olivia is a proud Colorado native who enjoys yoga, Pilates, and long walks with her dog, Talia. A former competitive equestrian of 15 years, she brings the same discipline and dedication to her work in financial advising. In her free time, she loves discovering new restaurants and reading—her favorite book is Where the Crawdads Sing.

Education and Designations

• Bachelor’s Degree in Finance with a Minor in Personal and Family Financial Planning, University of Arizona

• SIE, Series 7, and Series 63 Licensed