Awards & Accolades
Not to brag but, we’re proud to be a local Colorado community resource!
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This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
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Company Name
Our Team
Frank, a passionate advocate for helping individuals with their finances, established a specialized financial firm dedicated to providing personalized retirement strategies. With a wealth of experience, extensive education, awards, and the accolade of being an Amazon Best Selling Author for his book on financial planning, Frank possesses a unique advantage in the industry. Having worked with hundreds of clients over more than two decades, he offers invaluable insights into effective planning procedures, with an emphasis on taxes, income, money and estate planning.
In addition to creating the T.I.M.E.™ process, Frank is a member of the nation’s most exclusive group of top financial advisors in the country: Ed Slott’s Master Elite IRA Advisor Group. His expertise extends beyond IRAs; Frank has invested significant time in acquiring advanced knowledge of Social Security strategies, money management, tax reduction, income planning, and so much more that enables him to design the most comprehensive retirement plans for his clients. His book, "Your T.I.M.E.™ is Now," serves as a testament to his expertise and unwavering dedication to the field.
Beyond his client base, Frank's influence reaches far and wide. He actively trains and coaches fellow financial advisors across the country, sharing his wealth of experience and knowledge from his best-selling book. By assisting fellow advisors, Frank strives to improve the efficiency and effectiveness of their service to clients.
Maintaining both his securities and life insurance licenses, Frank offers a diverse range of investment and insurance options to cater to his clients' needs. His comprehensive expertise, demonstrated through his best-selling book and his successful track record, enables him to develop customized and highly effective financial strategies for each individual client.
Brittany is the hub of Oliver Asset Management, and has been for 10+ years. She has always had a passion for working with people, which is clearly evident with the energy and organization that she brings to the firm.
Brittany is responsible for handling all client requests. She is the primary liaison to our carriers tracking progress of each transaction and helps ensure accurate paperwork, monitors money transfers and expedites turn-around time.
Brittany came from the Pittsburgh area before settling in Colorado with her husband Frank, their dog, cat and three horses. Brittany taught performance-level horseback riding for years and still rides her “girls” for pleasure and exercise.
Tyler is a highly accomplished, results-driven Executive Assistant with extensive experience in executive administrative support, business management, and leadership development. With 5+ years of administrative experience in managing client-centric office operations, Tyler is equipped with the exceptional ability to facilitate all administrative aspects of Oliver Asset Management, delivering accelerated and precise outcomes for the firm.
A proud native of Colorado, Tyler graduated Cum Laude from Colorado State University, attaining a Bachelor of Arts Degree. Beyond the workplace, Tyler finds solace in his passion for travel, treasuring precious moments with his family, photography, and supporting the Colorado Avalanche. With a sincere conviction that fostering effective teamwork and leveraging his exceptional leadership and management skills can create a positive impact, Tyler is dedicated to making a difference in the lives of his colleagues and the clients he serves.
Kyle began his career in 2013 at Fidelity Investments, assisting clients on everything from investments to IRA's, workplace accounts, and financial education. Kyle spent the next eight years as an investment consultant for financial advisors, helping to educate them on investment products for clients, analyze client portfolios, and provide relevant market commentary. Kyle is often accused of digging too much "into the weeds" but brings that intense attention to detail to clients when building their personalized financial plan, leaving no stone unturned.
A native of Jacksonville, Florida, Kyle moved to Colorado to begin his career in finance in 2013 after graduating from Florida State University with a degree in Finance. In his free time, Kyle enjoys golfing, skiing, watching his favorite sports teams, and exploring hiking trails throughout the Rocky Mountains with his wife, Macy, and dogs Kota and Boo.
HERE FOR YOU
We’re passionate about helping you prepare for your financial future because we want you to move forward with confidence. Start the conversation by calling 720.897.TIME (8463) today.
Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Oliver Asset Management are unaffiliated entities.
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
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