Our Staff

Robert Olsen, MBA, CSA, CFP, CPA,
Registered Investment Advisor, President

Bob was licensed as a Certified Public Accountant in the State ofTexas in 1982 and is currently licensed as a CPA in the State of Missouri (1988).  Bob is also currently licensed in the State of Missouri to sell and advise clients on life, health and disability insurance (1997).  Bob also holds the Certified Financial Planner designation (2004) as well as the Certified Senior Advisor designation (2004).  Bob has a Bachelors of Science degree from Valparaiso University (1978).  He received his Masters in Business Administration degree from Texas Christian University in 1980.

Bob enjoys golf and baseball.  He has coached, umpired and played baseball for many years in St. Louis.

Joan Middendorf
Client Services Manager

As Client Services Manager, Joan brings extensive experience in the Financial Advisory business to Robert Olsen, P.C.  Joan has worked in the Accounting and Finance field for over 20 years and looks forward to working with each of our clients.

Joan works closely with each of our clients in setting up new investment accounts and transferring assets to our primary investment custodian, Fidelity Investments.  Joan will be the primary contact for any account service request or change.  Joan assists in the preparation of quarterly statements and all of "The 90-Day Blue Print" materials.

In her spare time, Joan enjoys reading, cooking and outdoor activities.