Broker Check

Team

 

Corey's investment career began in 1992 in the field of private equity, specializing in commercial real estate development. He is the owner of Olson Heimensen Retirement & Wealth Planning, holding Securities Registrations 7, 63, and...

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Nicole has been with Olson Heimensen Retirement & Wealth Planning since March of 2017. She is the first person to greet clients when they arrive at the office. Her responsibilities include setting up appointments and assisting as needed...

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Shardell joined Olson Heimensen Retirement & Wealth Planning in July 2012. Shardell's primary responsibilities include marketing, administration of the computer system, managing the operational flow of the business, and assisting...

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