The Olsheski-Kozisek Group

Merrill Lynch Wealth Management
2950 E Harmony Rd
Fort Collins, CO 80528
(970) 266-4837
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Empowering executives, business owners, and families to achieve financial independence through innovative, complete wealth planning and management designed to achieve holistic success
The Olsheski-Kozisek Group
Merrill Lynch Wealth Management
Welcome

The Olsheski-Kozisek Group of CERTIFIED FINANCIAL PLANNER™ professionals has one mission – to help ensure our clients have a personal wealth strategy that aligns with their goals and purpose.  Financial Freedom can be accomplished at any level and is more about freedom to continue your lifestyle and security of knowing you have a plan.  Our team is made up of competent professionals who take a comprehensive view of your entire financial situation to help you fulfill what is most important to you.  We understand that your circumstances are unique and we work with you to create individualized strategies for your specific needs and objectives.

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Preparing for Retirement
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Kelli Anne Olsheski,

AAMS™,ChFC®,CEPA®,CFP®,CPFA™

First Vice President, Financial Advisor
970.266.4837
Cory Kozisek,

CFP®,CRPS™

Senior Vice President, Senior Resident Director
970.266.4820
Danielle Flores
Registered Wealth Management Client Associate
970.266.4817
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Ed Fuentes
Employee Benefits Specialist
Sheryl Saper
Regional Lending Specialist
NMLS #629863
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.