Mr. Olson has more than 20 years in the financial services industry, and possesses a range of experience specializing in the marketing and product development arenas.
Olson was a Principal and Founder of Aspire Financial Services, and contributed to the growth of the company into a nationally recognized leader in the retirement plan industry, with more than $10 billion of recordkeeping assets, approximately 250,000 participants.
Prior to ASPire, Olson worked with Decimal, Inc., as Senior Vice President of Strategic Development and mPower as VP of Product Development. Previously, Olson began his career with Charles Schwab as a Senior Marketing Manager, focusing on developing retirement products for the small business market with over $30 billion in assets through these products.
Mr. Pearson has dedicated more than 30 years of his career to the financial services industry. He excels in long-term planning, creating business efficiencies and managing strategic initiatives. He began his career in broker operations at Piper Jaffray before moving to Universal Pensions, Inc. (now Ascensus), where he served as Vice President of Operations and was responsible for significant growth in the company’s retirement plan services. As Vice President of Matrix Settlement and Clearance and then President of its affiliate, MG Trust Company, Mr. Pearson increased revenue by focusing on infrastructure and product development. He currently serves on the Board of Colorado Associations of Trust Companies and is the Chairman and a co-founder of Denver Golfer’s Against Cancer, a charity dedicated to cancer research. As President/CEO, he is responsible for product development, strategic relationships, financials and operational oversight.
Ms. Walters’ focus at FPS Trust is on identifying industry needs and trends, and developing products that lead the market. Her extensive professional experience includes product development and management for a number of financial institutions in Colorado. Most recently, she led the Charles Schwab Trust Services training department, where she served as a client consultant on business efficiencies and platform development projects. Prior to her tenure at Charles Schwab, Ms. Walters served in multiple positions at MG Trust Company, where she built and maintained its automatic IRA rollover platform and led the trust operations team. She is an expert in the fields of automation and technology, and in building and maintaining strategic relationships.