Our Associates

Jordan Olson

525 Junction Road, Suite 8100N
Madison, WI 53717

 Jordan is a dedicated Financial Advisor committed to helping individuals, families, and business owners navigate their financial journeys with confidence and clarity. Since joining WestPoint in May of 2024, his mission has been to empower clients to achieve their most important goals through personalized, strategic planning. 

Jordan holds an Associate’s Degree from Madison College and a Bachelor’s Degree from Excelsior University. He specializes in business planning, creating generational wealth, and protection planning, and is passionate about providing a fiduciary level of care that puts clients’ best interests first. 

Originally from Dodgeville, WI, Jordan is an avid sports enthusiast and a passionate fan of Wisconsin teams, including the Wisconsin Badgers, Green Bay Packers, Milwaukee Bucks, and Milwaukee Brewers. He applies the same dedication and strategic mindset he enjoys in golf, volleyball, softball, and bowling to his professional life. With a personal interest in investments and fitness, Jordan finds great fulfillment in helping others achieve their career and financial goals. 

Jordan’s diverse experiences and interests demonstrate a deep-seated commitment to making a positive impact both professionally and personally. His dedication to continuous learning and his genuine passion for helping others make him a trusted partner and a valuable asset to the WestPoint Financial team. 

Main areas of Focus
  • Business Planning
  • Protection Planning
  • Legacy & Estate Planning
  • Financial Planning
1+Year Experience
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Education

Excelsior University

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