Followers 1
Riverton, WY
Active 17h ago
Bio: I'm an assistant to a FA & make sure the client experience is great by managing things behind-the-scenes, onboarding & crafting personal touches.
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@erik-olson-1931
I love helping joyful, generous, values-based people looking for tax-smart strategies to grow, protect, and deploy wealth, especially for impact.
Active 7m ago
Joined Aug 21, 2025
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