My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Megan Rhodes
Associate Wealth Management Advisor
630 458-7032

I graduated from Southern Illinois University – Carbondale with two Bachelors, one in Accounting and one in Finance. While going to school, I worked for a local bank as a part-time and then a full-time teller for a total of 5 years. I moved to Oak Park, IL in June 2016. I met Ron in July 2016 after being introduced by another Financial Advisor from Southern Illinois.

I am responsible for preparing applications, working with clients to get their policy or investment account approved and opened, coordinating meetings, and helping clients make changes to their policies and accounts. I assist Ron in trading investment accounts. I am licensed in life, health, and variable contracts and I have earned my Series 7 and Series 66 for investments.

I live in La Grange Park with my husband, Sam and our Beagle/Red Heeler Mix, Ivee. My favorite things to do are: try my hand at cooking new recipes, go to the movies, find a new show to watch on Netflix, walk around Morton Arboretum, or spend time in my favorite place, The Smoky Mountains.






Nick Olson
630 458-7076

I graduated from Indiana University in 2016, double majoring in Finance and Accounting. I passed the CPA exam to become a Certified Public Accountant in 2017 and worked in an internal audit consulting role for about two and a half years, followed by a corporate accounting managerial role for about two and a half years. Rather than working up the corporate ladder, I felt that I could make a larger impact on peoples’ lives so transitioned to financial planning on Ron’s team in January 2022. I will advise clients through retirement and continue to provide sound financial advice to the next generation.

I live in Chicago in a condo I recently purchased in the Southport Corridor where I enjoy trying new restaurants and attending Chicago Cubs games with family and friends. I also enjoy golfing, travelling, and watching professional and college sports in my spare time.



Ron Olson

Ron Olson, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor


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