Find out more about these investment professionals on FINRA'S BrokerCheck >
Thomas W. Olson, CFP
Tom joined Baird in 1993 and has over 31 years of experience in the securities industry. He is committed to providing high quality, comprehensive wealth management strategies to high net-worth individuals, specializing in family owned business and corporate executives. His focus is retirement plan consulting, buy/sell issues, and managing the possible sale of the business. He collaborates with the clients’ attorney, tax advisors, and the next generation to ensure a complete understanding of the plan established. He employs a disciplined process and systematic approach to developing financial and investment solutions that are tailored to each client’s unique circumstances. Tom believes in the importance of building long-term client relationships based on trust and integrity and to fortify those relationships with frequent communication.
Tom is a Managing Director and member of the Chairman's Club. He earned his BA from Kalamazoo College and his MBA from Indiana University. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Tom has taught Corporate Finance as an adjunct professor at the Mendoza Business College at the University of Notre Dame. Tom and his wife, Tara, live in Granger, IN and love spending time in Seabrook Island, SC near Charleston, where they enjoy walking on the beach or teeing it up for 18 holes. His daughter, Hannah, recently graduated from Belmont University in Nashville, TN and currently resides there, where she works for Dell Technologies.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.
Indiana Insurance License #0D38922
Katelyn joined Baird in April of 2017. She received her Associate’s Degree in Business Administration from Indiana Unversity South Bend and is FINRA Series 7 and 66 Licensed. She has 6 years of banking experience as well as 2 years of prior investment experience. Her main focus is to provide our clients with the best client experience and utilize her expertise to help them achieve their goals. She is dedicated to serving the highly specialized needs of our clients. Katelyn & her husband, Kevin, reside in Elkhart, Indiana with their sons Kaden and Kyson. In her spare time, she enjoys reading, running, and spending time with her family.