I joined Beacon Financial Group in 2014 as a Financial Planner to provide a roadmap for our client's financial goals with an emphasis on retirement, college, tax, and estate planning. Our firm prioritizes holistic wealth management to provide guidance beyond investment management, which has been my passion since earning the CFP® marks in 2011. Prior to joining Beacon, I worked as an advisor for Fidelity Investments and USAA for 18 years which enables me to bring a wealth of experience to my role as a Financial Planner here.
Outside of work, I enjoy spending time with my wife and four daughters. We go to Hot Springs Village, Arkansas frequently in our free time and on holidays to our lake property enjoying swimming, kayaking, golfing, and hiking activities. Our family is active in our church at Crossroads Bible in Flower Mound and enjoy giving back to the community as much as possible.
*Oliver is a Registered Representative through Kestra Investment Services, LLC and an Investment Advisor Representative with both Kestra Advisory Services, LLC and Beacon Financial Group.