Julie Olander, CFP®, AAMS®

Julie Olander, CFP®, AAMS®, has a diverse work experience spanning over a decade. Julie is currently a Senior Private Client Financial Planner at Ashton Thomas Private Wealth, where they collaborate with a team to design and present fully customized financial plans for clients across multiple states. Julie also assists in optimizing financial planning tools and resources and provides support to Financial Advisors with varying levels of financial planning skill and experience. Julie has also represented the firm at industry conferences.

Prior to their current role, Julie served as a Relationship Manager at Merit Financial Advisors, where they proactively identified opportunities to improve clients' financial positions and nurtured existing client relationships.

Julie has also worked as a Wealth Management Assistant at I.M. Wealth Care, LLC, where they assisted Certified Financial Planners in guiding clients to meet their financial goals. Julie managed life and disability insurance applications and acted as a liaison for clients to coordinate with financial advisors and CPA partners.

Julie began their career at USAA, where they held multiple roles. As an Investment Services Agent, they provided excellent service to members with brokerage and mutual fund accounts. Julie also served as a Financial Foundations Specialist - Insurance, researching and staying up-to-date on changing regulations and requirements for different states. Julie acted as a subject matter expert for career development and billing for a team of 10-15 people.

Additionally, they have experience as a Career Development Specialist and Professional Recruiter at Career Confidence US, helping college graduates start their careers. Julie also worked as a Career Services Advisor at Corinthian Colleges, where they coached students and graduates on various career-related topics.

Earlier in their career, they were a Staffing/ Payroll Assistant at Real Estate Personnel, Inc., where they coordinated recruitment and assisted with payroll processing. Julie also gained retail experience as a Sales Associate at Talbots, exceeding daily sales goals and providing exceptional customer service.

Throughout their career, Julie has shown a commitment to excellence and a strong passion for helping clients achieve their financial and career goals.

Julie Olander, CFP®, AAMS®, completed their Bachelor of Arts degree in Psychology from the University of Colorado Boulder from 2007 to 2011. Julie then pursued further education in the field of financial planning and completed the education requirements for the CERTIFIED FINANCIAL PLANNER™ Certification from the College for Financial Planning between 2020 and 2022.

In addition to their educational background, Julie Olander holds various certifications in the financial and insurance industries. Julie obtained the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board in April 2022. Julie also holds certifications such as the Accident and Health Insurance Resident Producer and Life Insurance Resident Producer from the State of Montana, which they obtained in May 2019. Julie obtained the Accredited Asset Management Specialist certification from the College for Financial Planning in 2018.

Furthermore, Julie Olander has obtained multiple FINRA certifications, including the FINRA Series 65 in June 2017, FINRA Series 63 in October 2016, and FINRA Series 7 in October 2016. Julie also holds a Personal Lines Insurance License from the State of Colorado, which they obtained in September 2014. Additionally, Julie holds the Professional Recruiter Certification from the AIRS Recruiter Academy, which they obtained in June 2013.