Steve Olson, CPC
Director of Actuarial Services

Steve is the Director of Actuarial Services with Tegra Financial Partners, a subsidiary of Habif, Arogeti & Wynne, LLP that provides individuals and businesses with comprehensive financial planning and asset management.

Steve oversees and provides cost calculations and actuarial certification for defined benefit pension plan held by small to medium sized corporations, partnerships, and sole proprietors. With over 25 years of experience in the industry, Steve specializes in retirement plan design, consulting, plan implementation, governmental and regulatory compliance, technical support, participant communication, plan termination support, and annual plan administration.

For over 14 years, Steve co-owned a third party administrator firm where he provided actuarial and pension consulting services to various clients.

Steve is a certified Enrolled Actuary and received a Bachelor of Science degree in Finance from Miami University in Oxford, Ohio. His professional affiliations include the American Academy of Actuaries and the American Society of Pension Professionals and Actuaries.

Contact Information:
Direct Dial: 404-898-2239
Email: steve.olson@hawcpa.com
Fax: 404-253-5711

Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.