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Michael O
Series 63, Series 65, Series 66
Denver, CO
IWR Advisors
Michael Olafsson is an advisor at IWR Advisors with three years of industry experience. He holds the Series 63, 65, and 66 designations. Prior to joining IWR Advisors, Olafsson worked at CBRE, Nestle USA, and Starbucks Coffee Company. He is also the managing member of The Collectors Depot, LLC, a retail operations and consultancy business he has overseen for over 25 years. IWR Advisors provides discretionary investment management and project-based financial planning primarily for individual and high-net-worth clients. The firm employs a combination of asset-allocation driven portfolios, passive and active strategies, and various analyses in security selection, managing around $50 million in assets for fewer than 50 households.
Scott B
CFP®, Series 63, Series 66
Denver, CO
IWR Advisors
Scott Bennett is a CFP® with 17 years of industry experience, currently serving as an advisor at IWR Advisors since 2023. He has held prior roles at Fidelity Investments and Fidelity Personal and Workplace Advisors over a span of 17 years. Bennett is also the founder and owner of Invest With Rules LLC, an investment research newsletter focused on institutional trading activity and trend analysis. IWR Advisors manages discretionary investment portfolios and project-based financial planning for individual and high-net-worth clients, combining passive and active strategies with multi-faceted security analysis. The firm serves a selective client base and incorporates research from Invest With Rules LLC in its investment process.
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