Meet The Team
The team behind Olson & Wilson Private Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
JOSEPH R. WILSON III, AMMS
Joseph R. Wilson III has 13 years of experience in the financial services industry. An Accredited Asset Management Specialist (AAMS), he has passed the Series 7, 31 and 66 securities exams and holds life and health insurance licenses. Joe has a Bachelor of Science from Indiana Wesleyan University.
Joe’s focus is on asset management, proper asset allocation, retirement income planning and preparing his clients to be confident in uncertainty while assisting them through volatile markets.
A native of Ohio, Joe grew up in Cincinnati. He resides in West Chester with his wife, Angela, and their children, Joe and Aubree. Away from the office, Joe loves to golf with his kids and coaches varsity golf for Lakota East High School. Having been diagnosed with juvenile diabetes at age 11, Joe is passionate about helping JDRF (formerly Juvenile Diabetes Research Foundation) find a cure and is active in the organization’s fundraising campaigns.
Brad Olson has nearly 25 years’ experience in the financial services industry. He holds life and health insurance licenses, is a licensed CPA and has earned the Personal Financial Specialist (PFS) designation.
Brad’s professional specialty is designing and implementing plans that help create lifetime income for retirees. He does this by using insurance and investment products that are customized to each client. These innovative products are used to create retirement income plans that help insulate clients’ lifetime income from the potentially devastating effects of stock market drops.
Brad lives in Mason, Ohio.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.