Scott W Olewine, LUTCF, ChFC®, RICP, Founder & Principal
Since 2001, Scott has been working with his clients to define their goals and provide clarity to their finances, helping them create customized financial plans to best serve their retirement, investment and other planning needs. In 2001, Scott followed his calling and joined New York Life Insurance Company straight out of college. Olewine Financial Group was soon formed with a focus on education and helping clients, and specializing risk management solutions to care for the “what if?” scenarios.
Scott prides himself on working with his clients before, during and after the planning process to help ensure they understand what’s happening every step of the way. He takes the time to make sure clients are never second guessing their decisions, and is always honest and transparent during the process.
During his time as a financial advisor, Scott has earned a lifetime membership with the Million Dollar Round Table (MDRT)*, and has consistently placed in New York Life’s competitive Chairman’s Councils**. (*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.Scott achieved MDRT in 2002-2017. **Scott achieved Chairman’s Council in 2009, 2011-2016. He achieved President’s Council in 2002-2008 and 2010. He achieved Executive Council in 2001.)
The goal with each and every client at Olewine Financial Group is to build a lifelong relationship based on honesty, trust and integrity. Whether we are working with independent professionals, businesses, or families we want to make a positive difference in our clients lives. We pride ourselves for taking the time to get familiar with our clients individual circumstances so we can better understand their financial goals which allows us to better align our recommendations to best suit their needs.