Financial Planner Associate
Oliver graduated from Texas State University in 1996 with a Bachelor’s degree in Finance and became a CERTIFIED FINANCIAL PLANNERTM professional in 2010. Oliver joined Beacon Financial Group in 2014 as a Financial Planner Associate after serving 18 years in advisory roles with Fidelity Investments and USAA. At Fidelity, he was quickly promoted into Financial Advice and Planning roles, serving clients in need of advice on investments and planning for retirement. Oliver was able to gain invaluable expertise while at USAA serving veterans and active duty military with financial decisions ranging from college and retirement planning to cash management and estate planning. His passion and experience providing holistic financial planning makes him an asset to Beacon Financial Group’s wealth management services who will be leveraging his retirement planning expertise as part of serving Beacon clients.