Olivia joined the Sancus Wealth Management team after having spent the beginning of her career as a financial advisor herself, during which time she earned her Series 7, 66, and life and health insurance licenses. Since switching roles, she has found her experience in the advisor seat provides a seasoned perspective that allows her to be proactive for her advisors, able to hit the ground running with her embedded understanding of fintech, paperwork/processes, and overall organization required to run an optimal practice.
Raised in Princeton, New Jersey, Olivia previously called Wilmington, North Carolina and Steamboat Springs, Colorado home. She currently resides in her partner’s home state of Arkansas where she is quickly learning to appreciate college athletics. She travels frequently, most recently to fish in beautiful Seward, Alaska. When not in her home office, Olivia can be found in a yoga studio, wake surfing in a nearby lake, or hiking with her dog, Jackson