Partner

Christopher Olsgard, CFP®

Chris joined the firm in 2004 and became a partner in 2011. As a partner, Chris is involved with the strategic planning of the firm. He is also responsible for managing client relationships and conducting review meetings. Chris also serves on the firm’s Investment committee.

Chris met his wife, Michelle, while they were athletes at The Ohio State University. Michelle was captain of the Water Ski team and Chris was a captain of the Ice Hockey team. Michelle is on the testing team at Abercrombie & Fitch. Chris and Michelle love spending their spare time with their children Ataleigh, Alese and Anders. Their family resides in Columbus, Ohio.

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Education & Designations

  • Bachelor of Science in Business Administration
    • The Ohio State University
    • Fisher College of Business

    Majors in Finance and Real Estate Management

  • Scholar Athlete Award
  • CERTIFIED FINANCIAL PLANNER™ Professional

Professional Memberships

  • Financial Planning Association of Central Ohio
  • Society of Financial Service Professionals
  • Worthington Estate Planning Council

Community Connections

  • OSU Alumni Association
  • Varsity “O” Alumni Association
    • Member
  • OSU Hockey Alumni Scholoarship Endowment
    • Committee
  • Color Analyst for OSU Hockey
  • Scioto Country Club
    • Member