Rod Olson is a financial advisor and enrolled agent with more than 20 years of experience helping real estate investors navigate 1031 exchanges and transition into passive income through Delaware Statutory Trusts (DSTs). He holds degrees in business and agriculture from Central Washington University and brings a practical, real-world perspective to every client relationship.
Known for his steady, straightforward approach, Rod works with individuals who have spent years building wealth in real estate and are ready for a more hands-off chapter, offering guidance grounded in experience and backed by deep expertise.
Rod is an enrolled agent, a federal designation issued by the IRS that requires passing a comprehensive tax exam and extensive continuing education every year to stay current as tax law changes. It’s a credential earned through depth of knowledge, not marketing.
For you, it means your advisor speaks tax fluently. A 1031 exchange is fundamentally a tax strategy, yet there are financial professionals who do not have a strong tax background and have walked investors off tax cliffs because no one understood the tax implications of debt. One common example: if your relinquished property carried debt and your replacement project doesn’t carry equivalent debt, you can end up with a taxable event you never saw coming.
Rod is not here to replace your CPA, and he won’t move forward on a transaction without you looping in your own tax professional. He will, however, collaborate closely with your CPA, attorney, and real estate agent to make sure the full picture lines up. It’s the kind of oversight that works toward your desired outcome and gives you confidence in the decision you’re making.
Rod is most at home standing knee-deep in a cold Montana river at first light, or miles off the road where the only sounds are wind and boots on dirt. It’s in those places you learn patience, discipline, and respect for the land, for the work, and for what it takes to build something that lasts.
That mindset didn’t come from a textbook. It was earned over time through long days, steady effort, and a deep understanding that real wealth isn’t rushed. Though his foundation was shaped in the real world, he also holds degrees in business and agriculture from Central Washington University, bringing both perspective and structure to his work.
After 25 years of marriage and raising two kids into adulthood, he’s built a life rooted in the same values he brings to his clients: independence, stewardship, and doing things the right way, even when it takes longer. As a licensed financial professional and enrolled agent, he combines that grounded approach with a strong command of the details.
Today, Rod works with individuals who’ve spent years building equity in land and real estate and are ready for a different chapter. People who understand hard work but no longer want the weight of managing it day to day.
Whether guiding a 1031 exchange or helping transition into passive income through DSTs, his approach is steady and straightforward, grounded in real-world experience and backed by deep expertise.
Because in the end, it’s not just about protecting wealth. It’s about creating the freedom to step back, breathe a little deeper, and enjoy what you’ve worked so hard to build.
