Olivia Knapp

Experience

1. Financial Advisor

   Colleen Weber Cpa, Llc

   Nov 2020 — Present

   Busy Professionals:• Navigate the priorities of saving for your retirement and helping kids• Understanding and optimizing your equity compensation; stock options, restricted stock, etc.• Maximizing benefits offered through employer• Developing a financial roadmap to ensure you stay on track• Ensuring you have the “bases covered” for unexpected eventsRetired (or close to it):• Making the best choices for pensions and social security• Helping “crack the nest egg” in a smart and tax-efficient manner• Navigating the transition from employer paycheck to portfolio paycheck• Guiding you to spend enough to enjoy retirement life but not too much so it lasts• Saving on taxes and fees so you keep more of your moneyWomen and Money:• Developing a plan that provides for you and protects your financial future• Helping you understand the investing and financial world in plain English• Listening to your goals and concerns and making a plan to address them

Education

• University of Saint Thomas - School of Business

  Business Administration and Management, General

  2012 — 2016

• University of St. Thomas School of Law

  Doctor of Law (J.D.)

  2016 — 2019

• Chanhassen High School

  High School/Secondary Diplomas and Certificates

  2008 — 2012