As an intern at Innovia Wealth Management, Olivia has taken responsibility for database maintenance including client files and firm analysis. She also assists advisors working one-on-one with clients to create a financial plan based on their needs, goals, and objectives.
Olivia originally came to Innovia as an intern between semesters but was asked by senior management to stay on after conclusion of the summer program.
She is currently a senior at Hope College in Holland, Michigan where she is a Dean’s List student and finishing her bachelor’s degree in business concentrating on personal finance, marketing, and operations. After graduation, she plans to pursue her interests in the wealth management, investing, and real estate fields.