Meet Your Team

As the Operations Manager for Olympic Family Office, Alicia is committed to delivering exceptional service and creating efficient, client-focused processes. With six years of experience in corporate event planning and venue management, Alicia brings a strong foundation in organization, customer service, and multitasking to every aspect of the business. In this role, she works closely with advisors, clients, and team members to ensure seamless day-to-day operations while fostering lasting relationships. Alicia is a graduate of Southern Utah University and enjoys spending time with family and pursuing opportunities to create meaningful experiences both professionally and personally.

Jenna brings a background in operations, executive support, and financial services to the Olympic team. She is passionate about creating seamless, high-touch experiences for clients and their families while helping guide them through important financial decisions with confidence and care. Known for her attention to detail, thoughtful communication, and steady follow-through, Jenna thrives in supporting both clients and advisors through complex processes and day-to-day operations.

She is committed to continued growth and expanding her industry knowledge while helping create an exceptional client experience. Outside of work, Jenna enjoys spending time with family and friends, her horse Eddy, and her dog Nova.

As a Client Service Manager with over ten years of customer service experience, Mary is committed to helping others in any way she can. Tenacious and enthusiastic, she strives to help her clients maneuver through life’s financial complexities. Her role ensures a strong relationship between client and advisor that supports the goals of everyone involved. Mary is a graduate of Washington State University and enjoys spending time with her husband and their future Cougar.

Dwight brings over 20 years of experience in the financial markets. His time as a licensed broker, investment manager, and options trader provides a wealth of skills to the team. He has taught several trading strategies at some of the largest investor education companies in the country. He has helped to develop and implement new investing products at several companies and wrote his master’s thesis on high impact trading. He has lived in or traveled to over 35 countries, and visited nearly all the United States. When Dwight is not traveling, he’s likely engaging in sports or going on a nice long hike.

Specializing in a range of services—including investment management, tax planning, retirement planning, estate planning, and business owner planning—Max provides insightful guidance grounded in a deep understanding of financial markets and analytical expertise. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and has passed the Series 65 - Uniform Investment Adviser Law Exam, underscoring his commitment to professional excellence and ethical practice.

Marquis is driven by a profound commitment to making a positive impact in the world and always seeks out opportunities to help others through volunteering, mentoring, or simply lending a helping hand to those in need.
Marquis has a background in finance and biochemistry and is a graduate of Oregon State University Honors College with a minor in Finance.
Outside of work Marquis enjoy reading, spending time with family, and exploring the outdoors.

The Integrated Partners Team

I use my passion and fascination with capital markets to create portfolios that support your journey across the wealth spectrum. I firmly believe that identifying the end objectives of your needs, circumstances, and what drives you, is the cornerstone of investing and portfolio construction.

Working in the financial industry since 1988, I currently serve as the Chief Compliance Officer at Integrated. My multifaceted role encompasses regulatory compliance, financial controls, daily operations, and information technology management. Beyond my regulatory expertise, I contribute valuable operational insights to the firm. I excel at optimizing processes, enhancing communication channels, and devising innovative solutions to overcome the inherent challenges of building a robust financial organization.

As our resident technologist, my priority is to proactively remedy technical issues before they arise, solving issues as they pop-up, and also implementing points of innovation that the ever-changing technology landscape can provide. I specialize in tailoring our technology offerings to adapt to advisors' specific needs.

With over 30 years of experience, I specialize in the design, implementation, and management of sophisticated life insurance portfolios. My mission is to deliver cutting-edge insurance solutions to safeguard your wealth and legacy that are perfectly aligned with your family values, desires, and goals.

I have over 10 years of experience building comprehensive financial plans for high-net- worth individuals and business owners. I accumulated significant knowledge with the use of the planning software, eMoney. Through live modeling, I help to create an interactive and memorable client experience.

Brian Matthews CFP®