Edward Jones-Financial Advisor: Olivia Zwetzig

07/21/2026

If you’ve ever felt like you’re doing “fine,” but still a little uneasy about the future, you’re not alone.

A recent Wall Street Journal article shared findings from our research with Gallup showing that 51% of Americans are living in this “financial middle,” feeling steady for now, but aware how quickly things could shift.

What I find encouraging is that people who feel financially fulfilled are 4.3x more likely to have a financial advisor. Because having someone to help you think through decisions and build a plan can bring a lot more clarity and confidence.

Read the full article here: https://bit.ly/4vLiSoi

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

07/18/2026

A strong retirement plan is one of the most effective tools a business owner has — for attracting talent, retaining your team and building personal wealth.

I help businesses design retirement plans that work from every angle. Want to explore what's right for you and your employees?

Here's our business owners hub

07/16/2026

Legacy is about more than money—it’s about values, intentions and impact. I work with clients to help make wealth transfer simple for the people and causes they care about.

Let’s start the conversation.

07/15/2026

If you're a business owner, your financial strategy should support both your business and personal goals. The right retirement plan can help you save on taxes while building long-term value for you and your business.

I can help you explore options that work for both you and your team.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

07/11/2026

When it comes to wealth transfer, communication is key. Having conversations now can help avoid confusion later—and ensure your wishes are honored.

If you aren’t sure where to start, I’d be happy to guide you

07/08/2026

Financial confidence doesn't happen overnight — it's built with the right support and a clear plan. If you've been meaning to revisit your financial goals, this is a great time to start.

I'm here to help.

07/06/2026

I’m seeing more women take the lead in their financial futures—and it’s powerful. Whether you’re building wealth, planning for retirement or thinking about legacy, having a strategy matters.

Let’s talk about what that could look like for you.

07/04/2026

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!

07/01/2026

A 401(k) can be a powerful way to save for retirement, but it’s not the only option available. In fact, retirement strategies often work best when multiple tools are working together.

Learn more: https://bit.ly/3QUUFh1

06/29/2026

Your financial strategy should reflect what matters most to you. By understanding your financial goals alongside your personal values, I can help design a financial strategy that reflects what’s important to you. Let’s explore what that could look like for you and the causes you care about.