Olivia Lukovich

Associate Advisor | Portland | 503.594.7402

How do I help our clients Live a Richer Life®?
I strive to help clients Live a Richer Life®️ by first understanding what matters to them most, then providing the guidance and support that they need to pursue their goals and enjoy their passions without the burden of financial uncertainty. Most importantly, I lead every interaction with kindness and care, ensuring that clients leave our office feeling seen and heard.

How do I align my time and money with my values and passions to Live a Richer Life®?
I aim to Live a Richer Life®️ by aligning my time and money with my core values of connection, wellbeing, and commitment. I find the greatest joy in time spent with my family and friends, especially when my passions are involved. Whether I am traveling, exercising, volunteering, discovering new restaurants, watching sports, or simply socializing, I feel the most fulfilled when I am able to entirely enjoy and live in the moment.