Tom Olson was recently recognized by FORBES Best-in State
Wealth Advisors.
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, love spending time in Seabrook Island, SC near Charleston, where they enjoy walking on the beach or teeing it up for 18 holes. Their daughter, Hannah, currently resides in Nashville, TN..
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
Forbes/SHOOK Research Best-In-State Wealth Advisor most recently published April 8, 2025. Rankings as of June 30, 2024.