Whether you are looking to engage with a financial professional for the first time or feel that you need a fresh approach to your financial plan, our collaborative relationship will be formed around YOU.

We understand how hard you work for your money and the sacrifices you make for your future, which is why Assurgent was established as a fee-only advisory firm – no commissions or bonuses – strictly financial planning, investment management, and advice to help move you forward. As a fee-only fiduciary and independent financial advisor, we have a legal obligation to provide unbiased and trustworthy advice. We are not beholden to any financial product, service or investment. Instead, we are beholden to our clients.

Olivia joined our team after having spent the beginning of her career as a financial advisor herself, during which time she earned multiple licenses. After taking a look at the parts of the business she enjoyed most and where she felt most valuable, she made a decision to move to a client support role. Her mission was to empower and educate those around her, and she is still able to fulfill that by supporting us and our clients. Since switching roles, she has found her experience in the advisor seat provides a unique perspective that allows her to be proactive for our clients, able to hit the ground running with her embedded understanding of fintech, paperwork/processes, and overall organization required to service all your needs.

Raised in Princeton, New Jersey, Olivia previously called Wilmington, North Carolina and Steamboat Springs, Colorado home. She currently lives in her partner’s home state of Arkansas where she is quickly learning to appreciate college athletics. She travels frequently, most recently to fish in beautiful Seward, Alaska. When not in her home office, Olivia can be found in a yoga studio, wake surfing in a nearby lake, or hiking with her dog, Jackson.