Kelli Olsheski
Building and preserving wealth starts with a clear understanding of what's most important to you. My team and I take a thoughtful personalized approach to financial planning, helping you navigate life's transitions and opportunities with confidence. With access to the deep resources and investment insights of Merrill, combined with the banking and lending solutions of Bank of America, we create strategies that are as dynamic as today's evolving market and workplace environment.
Beyond financial planning, I believe in the power of relationships - both with my clients and within my community. I'm committed to help guide executives, business owners, and families through every stage of their financial journey, helping ensure their wealth supports their goals, purpose, and well being.
My first priority is getting to know you—your values, your priorities, and what truly matters in your life. With that understanding, I ask thoughtful questions, listen carefully, and take a detailed look at where your wealth stands today and where you want it to be in the future.
From there, I create a clear strategy designed around your goals while helping manage investment risk. My approach goes beyond the numbers—it's about building a plan that fits your life, giving you the confidence and direction to make the most of your wealth now and in the years ahead.
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.
