GrowStrong Wealth Strategies

Erik Utzinger is a financial advisor at GrowStrong Wealth Strategies with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors, Academy Bank NA, and Bank of England. Outside of his advisory role, he is a member of Shift Holdings, LLC, a pass-through entity for which he monitors income and expenses. GrowStrong Wealth Strategies serves individual and high-net-worth clients, trusts, and small businesses by providing discretionary asset management, financial planning, and qualified retirement-plan services. The firm employs multiple analysis methods and frequently uses third-party managers to tailor portfolios according to clients’ goals and risk tolerances.

Gina Waite is a Series 65-licensed financial advisor with over 21 years of industry experience. She is currently with GrowStrong Wealth Strategies in Fort Collins, CO, where she has worked since 2020. Prior to that, she held roles at firms including Transamerica Financial Advisors and World Financial. Waite is also president of Equinox Financial, a pass-through entity managing advisory, securities, and insurance revenues and office expenses. GrowStrong Wealth Strategies serves individual and high-net-worth clients, trusts, and small businesses by providing discretionary asset management, financial planning, and qualified retirement-plan services. The firm employs a variety of analytical methods to tailor portfolios based on client goals and risk tolerances and frequently utilizes third-party managers and vendor partnerships for financial and estate-planning services.

Clayton Olson is a financial advisor at GrowStrong Wealth Strategies with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Global View Capital Management and Transamerica Financial Advisors. Olson also serves as president of New Horizon Financial, Inc., a flow-through entity for advisory, securities, and insurance revenue. GrowStrong Wealth Strategies serves individual and high-net-worth clients, trusts, and small businesses by providing discretionary asset management, financial planning, and qualified retirement-plan services. The firm employs a variety of analytical methods and often utilizes third-party managers to tailor portfolios according to client goals and risk tolerances.