Melissa Olson

Officer Wealth RPS Participant Education Specialist

Tel: (414) 220-5073
Fax: (414) 287-6456

555 E. Wells Street, Suite 1900
Milwaukee, WI 53202

Coaching you to success through financial education and training.

As a Wealth RPS Education Specialist, Melissa serves as the education coordinator for Johnson Financial Group’s Retirement Planning Services (RPS) team. Working in conjunction with the RPS relationship managers, she provides a financial educational approach for plan participants and sponsors. Utilizing her outgoing nature and ability to collaborate with others, she coaches participants to take ownership of their finances. Melissa believes that people come first. This is why she approaches each interaction with patience and the intent to understand each customer’s needs, guiding them to the right solutions for a sound financial future.

Experience

Joined Johnson Financial Group in December of 2019
15 years in the financial services industry
Bachelor of Administration in Organizational Management and Bachelor of English in English Language and Literature
FINRA Series 7, FINRA Series 63, State of WI – Life, Health and Annuity License

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