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Oliver Kollofski

CFP®, CPWA®, CEPA®

Partner, Director of Wealth Services & Wealth Advisor

Oliver’s knack for simplifying the complex and generating creative planning strategies for our clients has earned him the unofficial title of the “smart guy” in the office. All jokes aside, Oliver thrives in creating opportunities in even the most complex cases, and in painting a picture that allows the client to make informed and educated decisions. Since joining our Sweet Financial team in 2007, and becoming a partner in 2013, Oliver has worked closely with the advisors in the office to help our clients create the retirement they can’t wait to wake up to. As the leader in the planning and investment department, he thoroughly enjoys meeting with clients and helping put their money to work for them.

Oliver is a graduate of the University of Northern Iowa, where he earned bachelor’s degrees in both finance and real estate. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor.

What some may not know about the poised and often reserved Oliver, is that he enjoys driving race‐car and has been an avid hockey player and coach for much of his life. He lives in Fairmont with his wife, Emily, and sons, Jace and Van.

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