Professional

Pat Olsen has been a Financial Advisor with Northwestern Mutual since 2007 - and loves what he does.  His job is about helping people discover how they can best prepare for their future.  Nothing is more rewarding than helping build a stable financial base - because this stability is what allows them to focus on their dreams and aspirations.

In addition to serving his clients, Pat is a member of the Northwestern Mutual-Akron/Canton Leadership Team.  Pat is the Growth & Development Director for the agency. He is responsible for recruiting and developing new financial representatives.  He mentors them on being a business owner and developing the necessary skills to be a successful financial representative.

 


Areas of Expertise



Here are Pat's areas of expertise, which he will use to provide you with customized recommendations that will help you plan for your financial future.

Financial Planning

  • Together Pat will identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes.

Retirement Planning

  • Pat will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.

Education Funding

  • With the cost of higher education rising faster than the rate of inflation, many families wonder how to prepare for this expense. Pat specializes in education funding and can help you explore the right options for saving the money you need to send your children to college.

Insurance Planning

  • Pat's experience and expertise helps us identifty the financial solutions needed to implement a variety of opportunities to protect your family.

 


Education


The University of Mount Union

Bachelor of Arts, Business Administration

Pat Olsen

Growth and Development Director

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck