Frank Oliver is the president and founder of Oliver Financial Group, a boutique firm providing customized strategies for retirement income. Frank strives for client satisfaction by utilizing current techniques to prepare for your retirement future: Asset Protection and Legacy Planning. Frank’s extensive education and passion for working with retirees positions him to inform his clients on creating stable, reliable retirement strategies. Frank draws upon his expertise and his long-standing relationships with many allied professionals with expertise in financial, legal and accounting to provide unique and customized strategies tailored to each client’s specific needs. The result is many satisfied customers who have accomplished their goals and protected their family’s future.
Frank Oliver is the president and founder of Oliver Financial Group, a boutique firm providing customized strategies for retirement income. Frank strives for client satisfaction by utilizing current techniques to prepare for your retirement future: Asset Protection and Legacy Planning.
Frank was the host of the Oliver Financial Group Radio Program which was heard every Saturday KRCN 1060 the Radio Colorado Network.
As a Colorado native and outdoor enthusiast, Frank lives in a small community west of Berthoud. He and his wife, Brittany, have deep roots in their community. Brittany has a passion for horse training and works extensively with children teaching the art of horse eventing, while Frank is active in charitable work as a Board Member of the Twin Peaks Rotary and working actively with “A Woman’s Work” charity which provides financial support for immediate needs that cannot be met by other sources for women in the St. Vrain Valley area.
Brittany Oliver performs the role of Office Manager with Oliver Financial Group. Brittany has always had a passion for working with people and that is clearly evident with the energy and organization that she brings to the firm. Brittany is responsible for handling all of our clients’ requests, scheduling all workshops and events and making sure that the office runs at peak efficiency to create a great client experience. She is the primary liaison to our carriers tracking progress of each transaction. She insures accurate paperwork, monitors money transfers and expedites turn-around time.
Brittany came from the Pittsburgh area before settling in Colorado with her husband Frank Oliver, their dog, cat and three horses. Brittany taught performance level horseback riding for years and still rides her “girls” for pleasure and exercise.
Zachary Hatcher, a Financial Advisor at Oliver Financial Group, prides himself on his desire to implement financial plans that “make a meaningful difference in my client’s lives. My client’s ambitions, desires, and goals are what’s important. I help them get there.”
For the past 10 years Zachary has lived in Manhattan, NY where he worked as a Financial Planner. Zachary has extensive experience in asset allocation and retirement planning. Continual education is important to Zachary. He received a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania, and most recently achieved a National Social Security Advisor certification from the National Social Security Association LLC in Cincinnati. “As a result of my education and experience at Wharton along with my NSSA, my clients will be better off today, and many more will benefit from my guidance in the future. That is one of the reasons I am so excited to be joining Oliver Financial Group. The family atmosphere and our shared philosophy have made for an excellent fit.”
Zachary Hatcher holds his Series 7, 63, and 65 securities registrations and maintains a Life and Health insurance license along with a NSSA designation. He is a graduate of New England College, and has achieved a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Zachary is a Boulder native and is delighted to return to Colorado. In his spare time, he loves to cycle the canyons, hit the slopes- and the occasional golf ball. He has been involved in numerous children’s charities. While in New York, he served on the board of CASA, a charity that advocates for children in the foster care system. In Colorado, Zachary served as a rescue swimmer and rescue vehicle operator for EXPAND.
Specialties: Retirement Planning, Social Security Planning, Asset Allocation, Family Continuity and Transfer Strategies, Strategic Philanthropy, Education Funding, Insurance Reviews, Income Tax Planning.
Theresa “Teri” Nolan serves as our Company Chauffeur and brings many years of experience driving professionally. She is available to chauffeur you, our valued client, in our firm’s Stretch Limousine to any special event that you might have. Teri’s former career was in corporate America, positioned in purchasing for large corporations. She has a passion for driving which is evident in her desire to bring a wonderful experience to our clients.
Residing in Colorado for the last five years she has become very familiar with our beautiful corridor from Colorado Springs to NOCO. Teri moved to Colorado from Santa Fe, NM, where she resided for 10 years. Teri, her fiancé Daniel, and their dog Jack live in Boulder, CO.
We specialize in helping retirees and those transitioning into retirement reduce tax burdens and strategies to potentially increase income in retirement. It’s our mission to make sure you enjoy your hard-earned retirement using strategies that fit your specific needs. Any successful plan for retirement needs a strong foundation that is why we developed the Four Pillars of Financial Success™. This is a planning process that creates the proper foundation that a successful plan for retirement income needs to accomplish your goals.