The Olsheski-Kozisek Group
At the Olsheski Kozisek Group, we believe true financial success isn’t just about wealth—it’s about creating a life that aligns with your purpose, priorities, and well-being. Our mission is to help our clients build a personal wealth strategy that not only provides financial security but also supports the experiences, impact, and sense of accomplishment they strive for. Financial freedom isn’t just about reaching a number—it’s about having the confidence to live the life you want, knowing you have a plan that supports your goals at every stage. Our team takes a comprehensive view of your entire financial picture, helping you navigate key life transitions, business decisions, and personal aspirations with clarity and confidence. We recognize that financial planning isn’t just about managing investments—it’s about helping to ensure your wealth serves you, your family, and your future in a way that feels meaningful. Whether it’s integrating health and wealth planning, preparing for a business exit, or structuring a legacy that reflects your values, we work with you to develop strategies that go beyond finances and align with what truly matters most.
We believe the best financial approach is one that reflects your goals and the life you want to build. That's why our conversations start with what matters most to you—your aspirations, your concerns, and the impact you want to have. Whether it's preparing for future healthcare expenses, planning for college, positioning your business for sale, or helping to ensure your wealth supports your vision for the future, we work together to create a strategy that keeps you moving forward with purpose.
Financial planning can feel overwhelming, but it doesn't have to be. My goal is to create a space where you feel comfortable, understood, and supported—no matter where you are in your journey. It's not just about accumulating wealth; it's about helping to make sure your money works in service of your life, helping you stay relevant, engaged, and aligned with what's most important.
With access to Merrill's investment insights and Bank of America's banking solutions, I provide the resources and guidance to help you manage, grow, and preserve your wealth in a way that gives you the freedom to fully live your purpose—both now and for generations to come.
AAMS™, ChFC®, CEPA®, CFP®, CPFA®
AWMA™, CFP®, CRPS™
AAMS™
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.
