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At Ray Olson Family Financial Planning, our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Ray Olson, Jr., MBA
President and Owner

Growing up as the oldest of 8 kids, Ray formed a sense of responsibility and leadership early on. Ray became an Eagle Scout before heading off to…

Cooper J. Casillas, CFP ®
Wealth Advisor
Director of Next Generation Planning

Cooper resides in Bon Air and often frequents his hometown and large extended family in Northern Virginia. He is an avid outdoorsman and semi-professional…

Kathryn Winfree
Senior Client Service Associate

To counteract her love of sweets, especially chocolate cake, Kathryn has dedicated her mornings before work to her Burn Boot Camp workouts with…

Robin O’Sullivan
Marketing/Events & Client Service Coordinator

Having grown up in the small town of Gordonsville, she is still drawn to the country life and hopes to one day have enough land to keep…

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Your team of experts

We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of experts, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth needs. And if you don’t have a CPA or Estate Attorney, we can help you find the right one, based on your specific goals.

We also work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to help meet all of your retirement plan needs.

It is our goal that by having a team of experts working closely together, we maximize the effectiveness of your plan to help ensure that it stays in synch, with every item properly addressed.

“I care, listen closely, am extremely accessible, and offer a high standard of service and integrity.
Many of our clients are multigenerational. I know their families and they know mine.”

— Ray Olson