Financial Advisor | Austin, TX | The Art of Finance | About
The Art of Finance is a fee-based financial planning firm dedicated to helping creative minds negotiate the complexities of personal finance.
Financial Planner, Austin, Texas, Artist, Creative, Creativity, Actor, Dancer, Art of Finance, The Art of Finance, AoF, finance, money, personal finance, creative minds, ATX, TX, Capital
15391
page-template,page-template-full_width,page-template-full_width-php,page,page-id-15391,tribe-no-js,ajax_fade,page_not_loaded,,hide_top_bar_on_mobile_header,columns-4,qode-child-theme-ver-1.0.0,qode-theme-ver-9.1.3,hide_inital_sticky,wpb-js-composer js-comp-ver-4.11.2.1,vc_responsive
 

Philip Olson, CFP®

Hello! I’m Philip.  I have called Austin, Texas home since 1997. I attended the University of Texas in the Department of Theater & Dance where I met Julia while we worked backstage for a children’s dance show about a baby monkey. Eighteen months later, we were married.

I spent several years as a ‘starving artist’ – waiting tables, parking cars, and making lattes. Eventually I became a theater instructor, where I fell in love with teaching and coaching my students. I led hundreds of theater productions at  ZACH Theater, KidsActing,  and more.

Eventually I left the professional artistic world when a recruiter for a financial services firm said “This industry needs more people like you – a people person”. I was inspired to make a difference in a notoriously un-caring industry, and began to study for the Series 7 exam in 2011. I’ve been in love with financial planning ever since. In 2015 I went on to pass the Certified Financial Planner™ Board Exam (the most challenging certification in the entire industry), and I now wear the ‘CFP®’ marks with pride.

Julia Lorenz-Olson

Julia is a Swiss/Texan who was practically raised on the stage. She ADORES getting to use those talents to empower and inspire others to take charge of their own financial destiny. Spending several years in the mortgage industry  gave her number-crunching confidence and a unique insight into Real Estate and lending. She’s also a self-professed foodie, budget-wizard, yogi, a vintage-clothing collector and has owned several of her own successful businesses. Her excitement for teaching people, especially other young women, about financial matters is matched only by her passion for costume dramas and reading sci-fi.

Julia_Lorenz-Olson
chloey

When Chloé’s nose isn’t inches away from watercolor paper, tiny brushes in hand, you'll find her watering plants, monitoring budgets, or singing to her dogs River & Gully. Chloé has a background in fine art and user interface and graphic design. She finds great satisfaction sharing her enthusiasm for finances with other creatives.

Chloé Yingst

Money Sherpa
helen

Helen is a Texas transplant who loves organization, order, & schedules, which comes in handy keeping everything running smoothly here at the Art of Finance, a job she got by giving a stranger a ride to a networking event. When she’s not managing behind the scenes, you’ll find her reading mysteries, writing, & drinking a lot of coffee.

Helen Novielli

Stage Manager