Olivia's transition to financial services from hospitality was fueled by a mission to uplift, empower, and educate her community. Leveraging her background in personal finance and hospitality, and earning professional licenses (Series 7, Series 66, Life & Health), she excelled in the insurance/BD space, only to realize that she was consistently bumping up against conflicts of interest that did not sit right with her.

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Running the practice, working hand-in-hand with clients, and infusing hospitality into her service model were what she enjoyed most. As she continued to learn more about the financial services industry, she realized that the RIA space was where she belonged, and supporting fee-only financial planners whose values and service models aligned closely with her own was how she could best achieve her mission.

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So, she pivoted and began working in virtual support roles, only to realize a common thread in her peers: their novice understanding of the financial services industry was hindering their ability to serve their advisors.

 

This led her to start Village Financial Services and originate a Fractional CSA role, designed to seamlessly integrate into existing planning practices. With firsthand experience managing her own financial practice—from client servicing to plan development, business administration, and beyond— and working with 20+ advisors on elevating theirs, she's developed a deep understanding of the demands advisors face. This experience, combined with her proficiency in leading fintech tools, allows her to help financial planners operate more efficiently, and ultimately develop a training program to empower a team of individuals who can do the same.​