About
Our Team
Scott W Olewine, LUTCF, ChFC®, RICP, WMCP®
Founder & Principal
Since 2001, Scott has been working with his clients to define their goals and provide clarity to their finances, helping them create customized financial plans to best serve their retirement, investment and other planning needs. In 2001, Scott followed his calling and joined New York Life Insurance Company straight out of college. Olewine Financial Group was soon formed with a focus on education and helping clients, and specializing risk management solutions to care for the “what if?” scenarios.
Scott prides himself on working with his clients before, during and after the planning process to help ensure they understand what’s happening every step of the way. He takes the time to make sure clients are never second guessing their decisions, and is always honest and transparent during the process.
During his time as a financial advisor, Scott has earned a lifetime membership with the Million Dollar Round Table (MDRT)*, and has consistently placed in New York Life’s competitive Chairman’s Councils**.
In 2001, Scott graduated from Indiana University of Pennsylvania, with a BS in Finance and Economics. Scott and his wife Jolene live in Youngsville, PA with their three children; Brady, Kenzie, and Ethan. In addition to spending time with his family, Scott enjoys hunting, cycling, and working out.
Sue Leichtenberger
Office Manager
Sue is a very energetic and results-driven office manager with a passion for seeing that our office is run efficiently and smoothly. With many years of experience in overseeing daily operations, optimizing administrative processes and driving team productivity, she is dedicated to delivering exceptional customer support and organizational excellence.
Our Professional Resource
Our Firm
The goal with each and every client at Olewine Financial Group is to build a lifelong relationship based on honesty, trust and integrity. Whether we are working with independent professionals, businesses, or families we want to make a positive difference in our clients lives. We pride ourselves for taking the time to get familiar with our clients individual circumstances so we can better understand their financial goals which allows us to better align our recommendations to best suit their needs.
Our Principles
Every transaction at Olewine Financial Group is guided by our six principles of business.
Customization
We know that each client is different. We put effort into learning our client’s personalities, goals, and desires in order to ensure that every service we provide for them has been uniquely tailored to their individual needs.
Integrity
At Olewine Financial Group we believe honest and moral decisions are imperative to maintaining successful client relationships. We vow to be transparent in our services and implementation of services, and to always work in the client’s best interest.
Top-Quality Results
We take great pride in the professional quality of our work and strive to achieve excellence. Serving our clients to the highest ability is our number one goal.
Access to Greatness
From wealth preservation, to trade execution and customized risk management strategies, our clients have access to innovative industry professionals who can help them achieve their financial goals. Our unparalleled access allows us to devise and execute customized financial solutions that may be overlooked or untried elsewhere.
Confidentiality
Due to the nature of our business, we regularly receive confidential information. Treating such information carelessly or improperly would go directly against all that we believe.
Senior Level Focus
Each of our clients receives personalized advice from Olewine Financial Group Founder, Scott Olewine. By ensuring that Mr. Olewine is actively involved in each of the firm’s transactions, we are able to maintain strong relationships with each of our clients.
Our Process
Through our process-driven, holistic approach, Olewine Financial Group is able to offer our clients proven strategies effective for establishing and growing personal wealth.
Our process includes five steps:
Step One - We hold an initial meeting with clients to determine what their financial goals are, and whether or not working together would be a good fit.
Step Two - Once it has been decided that we should move forward we collect all information pertaining to the client’s current financial situation.
Step Three - After reviewing the client’s current financial situation, we then decide which strategies would be most effective, based on the client’s goals.
Step Four - We will then present the client with strategies that best meet their goals, and allow the client to decide which path is most comfortable to them.
Step Five - We implement the plan, and follow up with constant monitoring and periodic review.
Strategic Alliances
Eagle Strategies LLC
Through Eagle Strategies, Scott Olewine provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.
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The Advanced Planning Group
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Scott Olewine can bring experience, value and insight to your planning situation.
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New York Life
Scott Olewine and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States and has received the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 9/30/21.)
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