Jamie Olson, SE-AWMA℠ CRPC™

Jamie Olson, SE-AWMA℠ CRPC™

Associate Advisor

I joined Heirloom in early 2023 and am delighted to work collaboratively with such an amazing team of advisors.  I have a Bachelor of Arts degree in Education with an emphasis in mathematics from the University of Illinois Chicago.  With a background in teaching and a passion for finance, I aim to break down complex financial concepts into easy-to-understand terms to ensure that all of our clients feel fully comfortable and informed about their financial future. I hold the 66 securities registration and am Life, Accident & Health Insurance licensed in Colorado.

Outside of work, I love adventuring in the mountains with my husband and two kids or traveling to the Great Lakes to sail.  I am also a voracious reader, I enjoy triathlons, skiing, hiking, and being elbow deep in my garden.