Financial planning and beyond

• AZ
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• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• KS
• LA
• MA
• MD
• ME
• MI
• MT
• NC
• NJ
• NY
• OH
• OR
• PA
• RI
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• VT
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• WI

Art started his career as a financial advisor with UBS over 35 years ago. He offers customized advice and personalized service which has allowed him to build a business where the average client relationship length is over 17 years and spans over three generations. Art focuses on comprehensive wealth management which includes client service, investments, and financial planning.

• AL
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• KS
• LA
• MA
• MD
• ME
• MI
• MT
• NC
• NJ
• NY
• OH
• OR
• PA
• RI
• SC
• TX
• VA
• VT
• WA
• WI

Jason is a solutions-based advisor who assists clients in the areas of investment management and assessment of financial goals. His focus is developing investment management and asset allocation strategies using investment managers, mutual funds and exchange-traded index funds (ETFs). Additionally, he assists clients with charitable planning strategies and works with their advisors to develop and maintain their estate and income tax strategies.

• Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• AL
• AZ
• CA
• CT
• DE
• FL
• GA
• IL
• IN
• KS
• MA
• MD
• NC
• NJ
• NY
• OH
• PA
• SC
• VA
• WA

Doug is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and an Accredited Wealth Management Advisor ^SM for The Olsen Feder Group. He dedicates his work to help assist clients in building, maintaining and protecting their wealth. Doug works closely with each client to gain a thorough understanding of their unique circumstances so he can ensure they take the right steps to reach their goals.

As a financial planner, he can provide expertise in the following areas:

• Financial Planning
• Retirement Planning
• College Funding Strategies
• Cash Flow & Budget Analysis
• Employer Benefits
• Risk and Liability Management
• Charitable Giving Strategies

Professional Experience

Doug began his career at Merrill Lynch where he spent several years constructing written financial plans and customized investment strategies for high net worth clients. In 2014, he came to UBS and maintained a national top ranking as a Wealth Planning Analyst before joining the Olsen Feder Group.

Education

Doug earned his B.A in Economics from Rutgers University.

• Rutgers University, B.A. Economics

• CERTIFIED FINANCIAL PLANNER™
• Accredited Wealth Management Advisor℠
• Chartered Financial Consultant

• FL
• NJ
• NY
• TX

Janice's financial career began at the Federal Reserve Bank of New York where she was a research assistant in the International Research Department and later as a Trader on the Domestic Trading Desk. In 1997, Janice began working with Art Olsen. Janice has a track record of delivering outstanding client service, as is evidenced by her consistent high marks on the firm's annual client survey. Janice earned a B.A. in Math, with a Minor in Economics and Computer Sciences from Kean University. She resides in Cranford with her husband Dirk. Together, they have three adult children.

• Kean University, B.A. Math; minor in Economics and Computer Science

• FL
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• NJ
• NY
• PA