Olivia believes in the importance of making complex financial planning approachable by providing straightforward recommendations that optimize client goals.

Joined Lido: 2021

Homebase: Tyson’s Corner, VA

Professional Focus: In addition to leading Lido’s Advanced Wealth Planning Team Olivia focuses on business liquidity events and complex estate planning for Lido’s ultra-high-net-worth clientele. With a background in tax, estate planning, business law and financial planning, she believes that the key to well thought out planning is the integration of the various disciplines to provide clients with the most effective and efficiently designed strategies.

Professional Designations: CERTIFIED FINANCIAL PLANNER™, Texas Bar License

Education: B.A., Business Administration, University of San Diego; M.B.A., Banking, Corporate, Finance, and Securities Law, Syracuse University; J.D., Banking, Corporate, Finance, and Securities Law, Syracuse University

Previous Work Highlights: Olivia began her career in tax prior to becoming a corporate finance attorney. 11 years ago, she moved to the wealth management space. She also obtained her MBA in finance and Certified Financial Planner designation. She was a planning consultant for Commonwealth Financial Network and a practicing business attorney in Dallas, Texas.

Personal Facts: Olivia is a volunteer attorney for a number of organizations and believes that good legal and financial education should be accessible to all.

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