Oliver has been with The Berry Group since 2013, serving clients in a variety of capacities while bringing strong initiative and commitment to his role as a Wealth Advisor. He provides financial advice and investment management to clients, in addition to assisting with daily operational tasks. Oliver became a CERTIFIED FINANCIAL PLANNER™ professional in October of 2020. He enjoys challenging himself daily to learn more about the ever-changing world of financial planning.
After graduating from The College of the Holy Cross in 2012, Oliver held a variety of jobs around the country, including serving as a ranch foreman in Wyoming, repairing churches as a steeplejack throughout New England, and exploring the worlds of advertising and software sales in Greater Boston.
Oliver and his wife reside in Maynard, MA with their dog. They travel as far and often as possible, but frequent the Adirondack Mountains where they enjoy fishing and hiking. Oliver has a younger brother and sister, with whom he also loves to travel.
- CERTIFIED FINANCIAL PLANNER™
