Kevin Olson is a wealth management advisor with Next Phase advisory Group.  His career path has been rooted in a desire to provide sound, thoughtful guidance to his clients in the form of a comprehensive financial plan.  His personable approach is reflected in the lifelong relationships that he has developed with clients & their families. 

People have trust in Kevin’s recommendations because they are based upon the best interest and long-term view of their business, family and the future generation.  He guides his clients through a process that allows them to envision the future state – then creates a plan that helps bring that vision into reality.

Kevin joined Northwestern Mutual here in Chicagoland’s Western suburbs in 1990.  He graduated from Valparaiso University in Indiana with a bachelor of science in business and a minor in economics.  He went on to earn his Chartered Life Underwriter® designation in 1999; the insurance profession’s oldest standard of excellence launched in 1927.  He is 6, 7, 63 & 65 registered.  During his financial services career, he has earned several awards including the Life Impact Award and the National Association of Insurance and Financial Advisors, NAIFA®, National Quality Award.

He and his wife Beth have been married for 22 years and are proud residents of Naperville.  They have three children, Andrew, David & Megan, that keep them very busy.  Kevin can proudly say that he has never missed a single game or event for his children.  A product of financial planning himself, Kevin & Beth have been able to Live the Life that they Love.  Learn more about Kevin & his family here.

Kevin M Olson, CLU®, B.S.
Wealth Management Advisor

Next Phase Advisory Group


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck