Olivia began her career with Baker Boyer in 2012. After joining the Investment team as an Investment Associate, she quickly developed a passion for wealth management and was later promoted to Investment Professional. In her role as an Investment Professional, Olivia provides financial and investment advice to her clients with respect to their investment portfolio by identifying underlying goals and selecting appropriate financial products and solutions. She is committed to creating long-lasting relationships through investment education, advice, and implementation. Olivia is actively involved with the Baker Boyer Advisory Board, which oversees and guides Baker Boyer’s investment philosophy and strategy, and manages the team’s financial planning program for each of Baker Boyer’s branches.
In order to guide her clients, Olivia holds Series 7 and 66 registrations as well as her life insurance license. Originally from Kalispell, Montana, Olivia graduated from Walla Walla University and has called Walla Walla her home for the past nine years. Outside of the
office, you may find her participating in local theatre, volunteering at a non-profit event, tending her rose garden, or walking with her two Jack Russell Terriers.