Thomas Olson, CFP, is a Managing Director and Financial Advisor in Private Wealth Management at Robert W. Baird & Co., where they have worked since 1993. Specializing in wealth management strategies for high net-worth individuals, particularly family-owned businesses and corporate executives, Thomas collaborates closely with clients’ legal and tax advisors to ensure comprehensive financial planning. Previously, Thomas served as an Adjunct Assistant Professional Specialist in Corporate Finance at the University of Notre Dame Mendoza College of Business. Thomas earned an MBA in Finance from Indiana University South Bend and a BA in Economics from Kalamazoo College.
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