Ollie helps his clients make confident financial decisions that support the life they want to live. He believes the best financial advice comes from knowing people, not just the numbers, and being there when they need guidance most. A former Navy SEAL, Ollie brings a calm, disciplined, and thoughtful perspective to financial planning and investment management. He’s a careful listener, prefers practical explanations, and his recommendations are tailored to each client’s unique circumstances and life goals. Outside the office, Ollie enjoys staying active, time outdoors, and family adventures with his wife, three young children, and two dogs.
What do you enjoy the most about wealth management?
The relationships. I enjoy getting to know my clients, understanding what's important to them, and helping them make confident decisions through life's biggest transitions. It's incredibly rewarding to earn someone's trust and know they rely on me during some of their most important financial moments.
What professional accomplishments are you proud of?
Serving eight years as a U.S. Navy SEAL Officer is something I'm especially proud of. The deployments, leadership opportunities, and privilege of serving alongside exceptional men and women shaped who I am today. I continue to carry forward the values, life lessons, and professional skills I gained during my time in the Navy into my career in financial services and my personal life.
What do you like most about being part of Harvest Wealth Management?
The people. I'm fortunate to work alongside a team that's collaborative, genuinely cares about one another, and is committed to doing what's best for our clients. That culture makes it easy to ask questions, share ideas, and deliver thoughtful advice backed by the experience of the entire team.
What's the biggest challenge?
Technology is changing our industry at an incredible pace. The challenge is knowing which tools truly add value and which simply add complexity. We continually evaluate new technology to make sure we're delivering a better client experience without losing the personal relationships that matter most.
What do you like to do outside of work?
Most of my free time is spent outdoors with my wife, our three young children, and two dogs. Whether we're skiing, biking, out on the boat, or simply exploring New England together, I enjoy staying active and making the most of every season with my family.