Who We Are
Philosophy & Mission
Our Philosophy
The Olson Financial Group provides investment guidance and planning to our clients through a holistic team approach. We take time to understand our clients’ investment objectives, risk tolerance, time frame, and tax issues before we work with them to create a proper asset allocation strategy.
Investment Philosophy
We take an entire look at our clients’ financial assets before we develop a strategy to assist them in pursuing their goals. We listen carefully to their investment objectives and desires before we design a plan for them. By taking a client-first approach, we can create an asset allocation plan with the appropriate risk tolerance parameters. Periodic review discussions seek to keep us and our clients’ portfolios focused on their current investment goals. As clients move through various stages of their lives, we commit ourselves to a high level of communication to help ensure they are on an appropriate path toward their goals.
Asset allocation does not ensure a profit or protect against loss.
Our Mission
Our mission is to be our clients’ primary financial resource to assist them in making the necessary decisions in formulating their investment plan.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. We endeavor to know and understand their financial situation and strive to provide them with quality information, services, and products to help them pursue their goals.
About Stifel
Stifel, Nicolaus & Company, Incorporated is a full-service wealth management and investment banking firm, established in 1890 and based in St. Louis, Missouri. Our firm provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, institutions, corporations, and municipalities.
Stifel, Nicolaus & Company, Incorporated is a wholly owned subsidiary of Stifel Financial Corp., which is a publicly traded stock, and is listed on the New York Stock Exchange under the symbol "SF."
Stifel’s research is one of the nation’s largest equity research groups. To learn more about their research, click here. If you'd like to view their recent awards and accolades, click here.
Putting the welfare of clients and community first, we strive to be the Advisor of Choice in the industry. We believe that by placing the clients’ interest first, they prosper. It is when our clients prosper that the firm succeeds. At Stifel, we can truly say that we predicate our success on the success of our clients.
Stifel is a member of the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA).
Stifel serves investors through approximately 2,300 Financial Advisors in more than 400 offices across the nation, making our firm the seventh largest full-service investment firm in the U.S. in terms of financial advisors.
Licenses & Designations
Loy U. Olson is a Managing Director/Investments, Resident Manager, and has been helping his clients manage their investments since 1976. His clients are located throughout the United States. He holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Mitchell J. Bergen is a Financial Advisor who joined the Olson Financial Group in 2023. He previously worked in healthcare consulting and market research. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Matthew L. Olson is a Financial Advisor Associate and has been in the financial services industry since 2008. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Matthew also holds the Chartered Retirement Planning Counselor™ designation.
Michael D. Todd is a Financial Advisor Associate and joined the team in 2018 after spending 12 years in the healthcare consulting industry. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Morgan Heyen is a Registered Client Service Associate and began her career in the financial services industry in 2009. She worked in banking until 2017, when she joined the Olson Financial Group. Morgan holds Series 7 and 66 securities licenses.
Kasey Hosack is a Registered Client Service Associate and began her career in the financial services industry in 2018. She worked in commercial real estate as a property manager before she joined the Olson Financial Group. Kasey holds Series 7 and 66 securities licenses. Kasey has also obtained the Financial Paraplanner Qualified Professional℠ designation.
Together, we take pride in the quality of guidance and service given to our clients. While developing a customized wealth management plan, we will walk you through a step-by-step process that addresses your needs and identifies your goals. Once your goals have been established, our team will customize appropriate strategies to suit your vision and objectives.
Where We Do Business
If you don't see your state listed here, reach out to see how we can help.
States we are licensed in
Our Location
Loy U. Olson
Managing Director/
Investments, Resident Manager
With nearly 50 years of financial services experience, Loy provides guidance to his clients and assists them in making informed decisions regarding their financial goals. With the complex nature of investing today, he formed the Olson Financial Group in an effort to enhance the level of service to clients, help ensure that clients’ needs are addressed, and to better evaluate the many available investment choices that might be of interest to our clients.
Loy began his career with Ellis, Holyoke & Company in 1976. In 1978, A.G. Edwards & Sons acquired Ellis, Holyoke & Company, which is where he spent the next 30 years of his career. After additional mergers that occurred in 2008 and 2009, he moved his practice to Stifel in 2010. Stifel is a full-service wealth management firm offering the products and services our clients need. Because of this, Loy believes the move was very beneficial to the Olson Financial Group and especially to our clients.
Born and raised in Nebraska, Loy earned a B.S. from the University of Nebraska-Kearney and a Master in Educational Administration at the University of Nebraska-Lincoln. Outside the office, Loy enjoys golf, travel, and Nebraska sports.
Memberships
- Member, University of Nebraska-Lincoln Chancellor's Club
- Member, University of Nebraska-Lincoln Alumni Association
- Member, Lincoln Country Club
- Founding Member, Dismal River Golf Club
Mitchell J. Bergen
Financial Advisor
Mitch is a native of Sutton, Nebraska, and earned a B.S.B.A. in Finance from the University of Nebraska-Lincoln.
Prior to joining Stifel, Mitch had a successful career in healthcare consulting and market research. With a tenured and proven background as a sales, service, and operational leader, he and his teams created collaborative client relationships based on mutual trust.
Joining the Olson Financial Group has allowed Mitch to blend his extensive business background with his passion to help individuals, families, and organizations create a financial game plan that aligns with their financial and personal goals.
Mitch and his wife, Carrie, have three amazing kids, Elle, Crew, and Tate, as well as a Goldendoodle, Lola, who sure thinks she is a kid. They enjoy spending time at their kids’ activities, sporting events, cooking, traveling, and recharging at the lake.
Memberships
- Alumni, Sigma Alpha Epsilon
- Member, Blessed Sacrament Catholic Church
- Member, Knights of Columbus
- Member, Sutton Alumni Association
Matthew L. Olson, CRPC™
Financial Advisor Associate
Matthew was born and raised in Lincoln, Nebraska. Being an avid Nebraska Cornhusker, along with many others, he bleeds “Nebraska Red.“ He earned a B.S.B.A. in Finance from the University of Nebraska-Lincoln and joined his father’s business in 2008. With more than 15 years of experience and working closely with his father, Loy, Matthew takes a client-first approach to create a proper asset allocation plan with appropriate risk tolerance guidelines. He is committed to making investing an enjoyable experience for each of our clients.
Matthew and his wife, Nicki, have two children, Paige and Lucas. They like spending time at the pool or being out on the lake. He also enjoys all sports – especially golf.
Memberships
- Member, University of Nebraska-Lincoln Alumni Association
- Board Member, Alpha Tau Omega Fraternity
- Member, Lincoln Country Club
- Member, Dismal River Golf Club
Asset allocation does not ensure a profit or protect against loss.
Michael Todd
Financial Advisor Associate
Born and raised in Nebraska, Michael earned a B.S.B.A in Accounting and Finance from the University of Nebraska-Lincoln.
After spending 12 years in the healthcare consulting industry, Michael joined the Olson Financial Group, achieving his lifelong goal to be in the financial services industry. He often draws upon his customer service and business consulting experiences and strives to improve people’s lives. Working collaboratively with Loy, Michael provides customized investment strategies that address clients’ needs and goals.
Michael and his wife, Denise, have two children, Trent and Grace, and one furry family member, Memphis, who is a British Black Lab. They enjoy spending time at their family’s lake cabin and visiting San Diego, where Denise was born and raised. Michael is an avid outdoorsman and enjoys hunting, fishing, and golfing when time permits!
Memberships
- Member, University of Nebraska-Lincoln Alumni Association
- Alumni, Alpha Tau Omega Fraternity
- Member, Lincoln Country Club
- Board Member, Lincoln Ice Hockey Association
Morgan Heyen
Registered Client Service Associate
Born and raised in Lincoln, Morgan earned a B.S.B.A. from the University of Nebraska-Lincoln. Prior to joining Stifel in 2017, she worked in the banking industry for eight years in various roles, including as a personal banker and service manager.
Morgan is married and spends most of her spare time with her large extended family. When she isn’t with her family, she enjoys gardening and doing jigsaw puzzles (but never the same one twice!).
Kasey Hosack, FPQP®
Registered Client Service Associate
Kasey grew up in Kearney, Nebraska, and Little Rock, Arkansas. She earned a B.S. in Education and Human Sciences from the University of Nebraska-Lincoln. Prior to joining Stifel in 2018, she worked in commercial real estate as a property manager.
Kasey enjoys spending time with her husband and two stepsons, as well as traveling and going to the gym.
Sunho Lee
Client Service Associate
Sunho graduated in 2021 with a B.S.B.A. in Economics and Finance from the University of Nebraska-Lincoln. She was an active member of Kappa Delta sorority and continues to support the local chapter.
Sunho enjoys playing tennis and golf, weightlifting, traveling, and spending time with friends and family.