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Jonathan Olsen

Financial Advisor

As a dedicated financial advisor and CERTIFIED FINANCIAL PLANNER® professional who believes that trust and family are the foundation of every meaningful wealth plan, I will partner with you to create personalized strategies for retirement, investment, and long-term financial well-being, always with a focus on transparency, integrity, and lasting relationships. With seven years of honorable service in the U.S. Army, I bring a disciplined, mission-driven mindset to my work—along with a deep commitment to helping clients protect what matters most. Outside the office, I enjoy spending time with my family, being on the water, sports, and exploring new restaurants around Alexandria. Whether I’m at the pool, catching a game, or teaching my daughter how to golf, I value the camaraderie and energy that sports bring to life. I’m a self-proclaimed coffee enthusiast and love to travel—always ready to sip espresso and take a trip somewhere new. I bring the same passion and care to my personal life that I offer to every client I serve. You have access to additional resources available through affiliates, including trust and estate services, insurance products, and much more.

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