Provision

(n.) The act or process of providing, the fact or state of being prepared beforehand, a measure taken beforehand to deal with a need or contingency; preparation

“Provision.” Merriam-Webster.com Dictionary, Merriam-Webster, https://www.merriam-webster.com/dictionary/provision. Accessed 21 Feb. 2024.

Katie Olson, CFP®, CDFA®

I have been in the personal finance industry for nearly 15 years, beginning my career at Lee Financial, a boutique financial planning firm, before spending eight years with J.P. Morgan Private Bank and two years with UBS Private Wealth Management. Provision Family Office Solutions was founded in October 2022. I received my degree in Personal Financial Planning from Texas Tech University, a top-rated program nationally. I have been a CERTIFIED FINANCIAL PLANNER™ professional since 2015 and a Certified Divorce Financial Analyst® professional since 2019. 

I reside in Dallas, TX with my husband, Chris, and two young daughters, Bailey and Kennedy. Outside of my professional career, I am a board member and treasurer of the University Park Preschool Association, the Board Chair for the Community School of the Park Cities and serve on the Texas Tech Personal Financial Planning Alumni Advisory Board. I am an active member of Highland Park United Methodist Church. In my free time, I enjoy spending time with family and friends, cheering on the Red Raiders and Dallas sports teams, and read 50+ books per year across various genres.