Kelli Olsheski
Senior Vice President, Wealth Management Advisor
2950 E Harmony Rd
Fort Collins CO 80528
(970) 266.4837
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I help executives, business owners and families align their wealth with their evolving goals, helping ensure their financial strategies support what matters most at every stage of life. Through thoughtful planning and strategic guidance, I help provide clarity and confidence so they can move forward with purpose, security and freedom.
Profile

I’ve always believed in the power of hard work, adaptability, and the importance of family—values instilled in me by my parents. Growing up as a Navy brat, I lived all over the country, constantly adjusting to new places, people, and experiences. That nomadic upbringing gave me a deep appreciation for resilience and planning, both of which have shaped the way I approach life and my career. 
Before becoming a financial advisor nearly a decade ago, I spent years in engineering and business management—fields that strengthened my analytical mindset and problem-solving skills. But my true calling emerged when I experienced firsthand how crucial financial planning is during life’s most challenging moments. When my father passed away, I saw how difficult it was to navigate major life changes while grieving. It was then that I realized the profound impact thoughtful financial guidance can have in providing stability, clarity, and confidence. 
Now, as a financial advisor, I work with individuals, families, executives, and business owners to develop strategies that align their wealth with their life’s purpose. I believe financial success isn’t just about numbers—it’s about creating the freedom and security to focus on what truly matters. Life is constantly evolving, and my role is to help my clients stay prepared, adaptable, and confident in their financial future. 
Outside of work, I’ve put down roots in Colorado, where my husband, Dave, our two children, and our beloved schnauzer enjoy every adventure the mountains offer—skiing, biking, hiking, and golfing. Colorado’s beauty reminds me daily of the importance of balance, purpose, and making the most of every moment—principles that also guide the way I help my clients shape their financial journeys.

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Recognition
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
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About Me
Welcome

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.

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.
Kelli Olsheski is registered to do business in AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY.