For over thirty years, Jim Olesnavage has brought unique specialization to his financial planning practice – specifically, farming. There are a lot of needs within the farming community, and Jim has become a trusted advisor who brings a deep knowledge and understanding of these needs to each of his farming clients.
Jim is a CERTIFIED FINANCIAL PLANNER™ who has been associated with LPL Financial since 2000. First and foremost, he appreciates the comprehensive support that LPL provides. Having used other, very well-known broker dealers, Jim believes that the support he and his team receive from LPL Financial is part of what makes Advanced Financial Group, Inc. (AFGI) such a valuable financial planning office. What Jim most appreciates about the AFGI office is that they are like family to one another. Jim says, “We care about each other. We help each other, and we are not shy about telling each other where we could improve. Our office is staffed with a unique, diverse set of personalities, and each person brings something special to the team.”
Jim highly values family. He grew up in a large family with six brothers and sisters and he and his wife, Terri, have three children. Jim understands the dynamics of families and the opportunities and problems that occur. He brings that life experience to the table to assist his clients with their financial goals.
Jim is a team player who loves working with people; he is focused on helping his clients grow and on protecting their assets.
Serving beyond Traverse City and the surrounding area, Jim has a solid financial planning client base in Cadillac, McBain, and Falmouth.