Broker Check

Our People

Kristin J. Conrad

Owner

763-506-0962

763-506-0918

kristin@edinburghfinancialgroup.com

Kristin has been with EFG since the late 90's.She has a Bachelor's Degree from the University of Minnesota and has her life & health insurance license in Minnesota and Wisconsin.

Kristin's ability to communicate complicated subject matter in an easy to understand fashion helps clients make informed decisions.Her people skills along with her high level of energy, focus and integrity are very beneficial in helping those who do business with her.

Professional Focus

  • Corporate Benefit Design,Implementation and Customer Service
  • Individual & Group Life, Health, Disability and Dental Insurance Plans
  • Health Savings Accounts (HSA),Health Reimbursement Accounts (HRA), and Compatible Health Plans
  • Medicare Supplement Plans, Advantage Plans, Cost Plans,Part D Plans

Personal Interests

Kristin and her husband Kelly live in Zimmerman, Minnesota. She has two beautiful girls Cora and Lyla. Kristin and her family are members of Westbridge Community Church in St. Michael. Her interests include spending time with family and friends, traveling any chance she can, camping, fishing, working with children at Westbridge, and watching football... Go Vikes!

James P. Olson

(Retired) President/CEO

763-506-0962

763-506-0918

Jim was trained extensively by two retired insurance company executives in 1979. He's always been an independent broker representing his clientele and not any specific insurance company or investment house. The freedom of independence has allowed Jim to objectively research, seek out, and offer the best value line of products & services. Our objective is simple, provide sound advice, offer quality products - and a level of service that will exceed your expectations.

Professional Focus

  • Corporate Fringe Benefit Planning
  • Executive Compensation Planning
  • Qualified Retirement Plan Design & Management
  • Individual and Corporate Contingency Planning
  • Business Succession Planning
  • Estate & Charitable Planning

Personal Interests

Jim and his wife Suzanne are retired and live in Florida.  They are 9th grade sweethearts, have two adult children, and seven grandchildren.  Jim enjoys spending time with Jesus, family, friends as well as traveling, snow skiing, BWCA trips, tinkering & inventing stuff, looking at real estate, and of course reading.

Suzanne J. Olson

763-506-0962

763-506-0918

Suzanne has worked with Jim, on and off, since he started business in 1979. She is responsible for EFG's accounting, database management, and contract negotiations. Suzanne has been the backbone of our family business and now enjoys retirement in Florida.

Professional Focus

  • Accounting & HR Services
  • Database Management
  • Contract Negotiations

Personal Interests

Suzanne enjoys spending time with family and friends, loves playing with the grand kids, reading her Bible, riding bikes, camping, traveling the world, and saying very active in many areas with her husband Jim in Florida.