Our People
The people behind your plan
Our team brings together decades of experience across wealth management, investments, tax, and estate planning — united by a shared commitment to your best interests.
Founder
Joshua Lontoc
Advisory Team
Meet the Olympus team
Each member of our team was selected for their depth of expertise, their commitment to the fiduciary standard, and their genuine care for clients.
Ian Neumann
Associate Adviser
A results-driven wealth management professional with a deep commitment to client success. Combines rigorous portfolio analysis with personalized financial strategy to help high-net-worth individuals and families build, protect, and transfer lasting wealth.
Miles Gerard
Client Specialist
Miles is the primary point of contact for day-to-day client service and account administration. His responsiveness and care for clients ensure that every interaction with Olympus is smooth, timely, and personal.
Our Culture
Why our team stays
At Olympus, we have built a culture that attracts and retains advisors who share Joshua's conviction that clients deserve better. Every member of our team chose Olympus because they believe in what we're building.
Fiduciary-first environment
We never ask our team to recommend anything that isn't in the client's best interest. Period.
Collaborative approach to every client
Every major client decision involves the full team — no advisor works in isolation.
Continuous learning and development
We invest in our team's professional development — credential support, conferences, and ongoing education.
Work that creates lasting impact
We see the difference we make in our clients' lives. That clarity of purpose is what drives us every day.
100%
Fiduciary Standard
0
Commissions or Conflicts
7
Designations Held by Team
Careers
Join the Olympus team
We're always looking for exceptional people who share our commitment to fiduciary financial advice and genuine client partnership. If you believe in doing this work the right way, we'd like to meet you.
Current openings include positions for experienced wealth advisors, financial planning associates, and operations professionals. We offer competitive compensation, a collaborative environment, and the satisfaction of working in a firm where clients always come first.
Explore Career OpportunitiesSenior Wealth Advisor
Full-time · 5+ years experience
Financial Planning Associate
Full-time · 1-3 years experience
Client Service Coordinator
Full-time · Operations focus · Detail-oriented