Gunnar Olafson, CFA
SVP, INVESTMENT ADVISOR & CHIEF COMPLIANCE OFFICER
Gunnar's wealth advisory career spans nearly a decade.
Gunnar's Story
Gunnar Olafson has nearly a decade of experience within the wealth advisory space, which has granted him valuable experience in trust administration and taxation, SEC compliance, business valuations and sales, employee benefit plans, and individual, partnership, and corporate taxation.
A graduate of the University of Nebraska-Omaha with a degree in Finance and Investment Science, Gunnar also boasts expertise in real estate audit and taxation, the drafting of financial statements, futures contracts (trading and valuation), and insurance.
His investment philosophy is based on a factor-based, top-down analysis, looking at the full financial picture. He also takes a critical look at how improved medical care and longevity potentially impacts the investment needs of individuals. With longer lives comes a need for a critical look at how a retirement portfolio is invested.
Outside of work, Gunnar enjoys golfing, watching bad horror movies, working on his house, and spending time with his young child.