This is a picture of my Grandpa Arthur (on the left) in 1955. He was a farmer in central Iowa and this is how they threshed oats at harvest time. Over 60 years later, I don’t really know much about his daily routine but I do know what giant footprints he left in the lives of his descendants. Consider this … his formal education stopped after 8th grade, he never learned algebra but successfully ran a 280-acre farm, sent four children to college, and died a millionaire. He also passed along a strong Christian faith and was a strong role model on how to love your wife and family. To this day, family reunions are common and divorces are non-existent within my generation and above. Some call this dumb luck. I call it a generational blessing of multidimensional wealth. In a word, we are FORTUNATE.

What does this mean to you and your family legacy???
My passion is learning about your unique family structure. Once I know how your family is blessed (also known as – “Fortunate”), I get a huge amount of personal satisfaction helping to strengthen, preserve and protect your family’s relationships and traditions. Fortunate Family Office is designed to help families navigate the complicated interactions among investments, financial goals, taxation, estate planning, charitable gifting, legacy planning, college planning and overall generational advancement.

I am a CERTIFIED FINANCIAL PLANNERTM as well as an Investment Advisor Representative (IAR) with over a decade of practical experience. I follow a fiduciary code of conduct for all clients.

For more about my history or firm’s background, we proudly participate in the FINRA BrokerCheck program. Just look up my name or Western Wealth Management.



Office: (720) 903-1510

Collocated at Western Wealth Advisors
5251 DTC Parkway
Suite 1045
Greenwood Village, CO 80111



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The content is developed from sources believed to provide accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Western Wealth Management, a registered investment advisor. Western Wealth Management and Fortunate Family Office are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Licensed to sell insurance in the following States: CO

FINRA Series 7 for Wade Olson held with LPL Financial. Series 66 for Wade Olson held with Western Wealth Management, LLC.