Olivia Beste

Olivia Beste is an Associate serving clients in Rochester, Minnesota, where she supports financial planning efforts for pre-retirees and healthcare professionals. She brings a thoughtful, people-centered approach to her work, grounded in strong values of growth, authenticity, and relationship-building.

Olivia earned her degree in Management from the University of St. Thomas, where she developed a strong foundation in business principles and teamwork. Her interest in financial services was inspired early on by her father, which led her to explore the industry firsthand. Through that experience, Olivia discovered that what she enjoys most is watching advisors connect with individuals and families, build trust across different life stages, and help people work toward meaningful financial goals.

In her role as an Associate, Olivia collaborates closely with senior advisors and internal teams to support client relationships, planning processes, and ongoing service needs. She values being part of a team that prioritizes clear communication and thoughtful guidance, helping ensure clients feel heard and supported throughout their financial journey.

Olivia’s professional approach is guided by her belief that strong relationships and continuous personal growth lead to better outcomes, for both clients and colleagues. She is motivated by learning, collaboration, and contributing to an environment where clients can make informed decisions with confidence.

Outside of the office, Olivia enjoys staying active by working out and teaching fitness classes. She also values spending time with friends and family and loves being outdoors, which helps her maintain balance and energy both personally and professionally.