Olympus Peaks Financial

OLYMPUS PEAKS FINANCIAL

Meet our team.

Personal relationships. Thoughtful guidance.

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R Troy Maxfield, CFP®

Founding Partner · President

Troy founded Olympus Peaks Financial with a focus on personal service and the human side of financial planning. As Founding Partner and President, he helps individuals, families, and business owners connect their financial decisions to the goals that matter most to them. His work brings together financial planning, investment management, and retirement guidance, with attention to how each piece fits into a client’s broader financial picture.

Troy takes time to understand each client’s priorities, explain the choices ahead, and develop a practical plan that can evolve as life changes. He emphasizes ongoing relationships, thoughtful portfolio oversight, and clear communication so clients have a trusted point of contact for both everyday questions and major financial decisions.

Jackie Warner, MBA

Managing Partner · Olympus Peaks Management

Jackie leads Olympus Peaks Management, working with business owners to bring clarity and organization to their financial operations. Her expertise spans bookkeeping and financial reporting, payroll coordination, QuickBooks support, and the day-to-day processes that keep a company’s finances moving. She helps clients turn their financial information into a clearer understanding of performance, cash flow, and priorities.

With an MBA and a practical approach to business management, Jackie connects daily accounting needs with longer-term planning. She supports budgeting, cash-flow forecasting, and fractional CFO guidance, helping owners evaluate growth decisions and prepare the financial information needed for capital and financing conversations. Her focus is on giving business clients useful insight and dependable support as their needs evolve.

Austin Metcalf

Lead Accountant

Austin serves as Lead Accountant, supporting business clients with tax work, financial analysis, and ongoing accounting needs. He helps organize and review financial records, evaluate financial positions, and identify questions that need attention so business owners have a clearer picture of where they stand.

Working closely with the management team, Austin helps connect day-to-day accounting with the information clients need for tax preparation and business decisions. He emphasizes accurate records, clear reporting, and timely follow-through, helping clients stay organized and understand the numbers behind their operations.

Callie Mickelson

Office Manager

Callie serves as Office Manager, overseeing the day-to-day coordination that keeps the office running smoothly. She supports personnel, organizes schedules and office priorities, and helps the team stay connected so client needs receive timely attention.

From welcoming clients and coordinating appointments to directing questions and following up on requests, Callie helps create an attentive, organized experience. She works across the office to keep details from falling through the cracks and make sure each client feels heard, supported, and connected with the right person.