Olympus Wealth Strategies

What inspired you to start this business?

When my Pappy Jack passed away while I was in college, I watched as my mother and uncle stepped in to help sort out his estate and figure out if my grandmother would be okay financially. This inspired me to get educated in finance and pursue a career in wealth management to help other families not only accomplish their dreams but be prepared to avoid any pitfalls. Ultimately, starting my own business was to also bring family level service to each and every household that I serve. I have never been a fan of "segmenting the book" and being more available for some families over others based solely on the amount of money they have invested with you. I'm here for every client regardless of the dollar amount every step of the way - isn't that how business should be?

How does your faith shape your work?

My Catholic faith is really at the heart of my wealth management business. It helps me focus on values like integrity, stewardship, and human dignity in everything I do. I see financial planning as a way to serve others, not just help them grow their wealth. I often talk with clients about how they can give back through charitable donations, while also making sure their long-term financial goals are met. For me, it's not just about increasing assets—it's about making a positive impact, both for their families and for the wider community, all while staying true to the principles of my faith.

What's a favorite patron saint or scripture?

My favorite saint is my confirmation saint: Saint Jude. My favorite prayer is the one my Grandma Bettie taught me and is a great daily reminder, "I'm a little pencil in the hand of a writing God, sending a love letter to the world."

What's one thing you'd like customers to know?

I like to believe that I make a difference in each of my client's lives that makes a generational impact. I have a great deal of satisfaction helping clients navigate the complexities of holistic wealth planning that results in fulfilling their personal and family goals.