Mike Ollmann

Mike Ollmann is an accomplished finance professional with extensive experience in wealth management and financial analysis. Currently serving as a Partner and Private Wealth Manager at Creative Planning since December 2021, Mike previously held the position of Portfolio Manager and Partner at Heritage Way Advisors from July 2016 to December 2021. Prior roles include Financial Analyst at Charming Charlie, where responsibilities included managing the budgeting process and enhancing financial modeling, as well as participating in the Finance Leadership Development Program at Abercrombie & Fitch, focusing on financial planning and supply chain finance. Mike's earlier experience includes supervisory roles in lifeguarding and youth sports officiating. Mike earned a degree in Business with a concentration in Finance from the University of Illinois Urbana-Champaign and has also studied at HKUST Business School.