Daric Olson, AAMS

Vice President, Wealth Management Consultant

Daric brings over a decade of experience in the wealth management industry to his role at MTC. He joined MTC in April of 2024 taking on the role of Wealth Management Consultant (WMC) covering the Northern California, Pacific Northwest, and Central Mountain region. Daric is responsible for working with relationship managers to drive new business by leveraging our investment management & trust solutions as well as helping coach advisors through productive practice management.

Before joining MTC, Daric served as the Vice President and Wealth Advisor Consultant for Nuveen, where he collaborated closely with financial advisors throughout the Pacific Northwest, Idaho, Montana and Alaska to help them grow their practices.

His previous roles include Associate Regional Director at Russell Investments and Regional Sales Consultant at Invesco. Daric makes it his mission to serve client needs with integrity and honesty, and to build and maintain long-term partnerships based on trust and value.

Daric’s professional qualifications include holding the Accredited Asset Management Specialist (AAMS™) designation, and previously held his FINRA series 7 and 66 securities licenses. He earned his Bachelor of Arts in Communications from Iowa State University. He also has been a multiple time award winner of the Dale Carnegie performance excellence award.