
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 co-lead the weekly elementary girls bible study at University Park Elementary School. 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.