Olivia Nance, FPQP™

Olivia serves as a Client Service Specialist working closely with Wealth Advisors Mark Finney and Quinn Mickelson to support clients and their day-to-day needs. She enjoys making things easier for clients, advisors, and fellow team members, bringing an organized, solutions-oriented approach to her work. While she values structure, she also appreciates the variety and opportunities that each day brings.

Olivia joined McCarthy & Cox, now part of Kintra Wealth, in 2021 as Director of First Impressions before transitioning into client service. She earned her Bachelor of Science in Criminology from The Ohio State University and holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation. She has also passed the Securities Industry Essentials (SIE) exam.

Outside of work, Olivia enjoys spending time with her husband, Luke, and their two dogs and two cats. An avid fiction reader and coffee lover, she also enjoys traveling and taking walks in nature, especially during her favorite season, fall.

Professional Designations, Certifications, & Licenses
FPQP™