
Tisa Olson
Customer Support Representative
Tisa is dedicated to helping firms, advisors, and clients get the most out of our platform. She works closely with our internal teams to enhance customer communication, streamline workflows, and resolve technical challenges.
Tisa finds it especially rewarding to support firms as they grow their businesses and make a meaningful impact on their clients’ financial decisions. When she's not assisting our customers, you’ll find her hiking, fishing, and exploring the outdoors.