At Olympus Wealth Strategies, our mission is to empower individuals, families, and business owners with the tools, strategies, and confidence to achieve their financial dreams. We believe that every financial journey is unique, and we are committed to providing tailored solutions that align with our clients’ values, priorities, and aspirations.
We are a premier independent advisory firm recognized for our unwavering integrity, exceptional client service, and innovative approach to wealth management. Guided by our core values—Personalized, Trusted, Comprehensive, and Empowering—we strive to simplify the complexities of wealth management and create lasting relationships built on trust and results.
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“Holistic wealth management isn’t just about numbers — it’s also about people…”
– John Sidery
John founded Olympus Wealth Strategies in 2025 with a clear mission: to deliver expert, highly personalized holistic wealth management that empowers clients to build, protect, and transfer their wealth with confidence. With over a decade of experience at both an independent advisory firm and one of the world's largest financial institutions, John has successfully guided high-net-worth individuals, affluent families, and everyday Americans through complex financial decisions.
John's areas of expertise include asset management, estate tax strategies, wealth transfer planning, and comprehensive financial planning. He is well-known for his strategic approach, unwavering commitment to his clients' financial well-being, and his ability to provide clarity and peace of mind in their financial lives. Through his guidance, clients can make informed, confident decisions that align with their financial goals.
John earned a Bachelor of Arts in Economics from Centenary College of Louisiana, where he was a four-year member of the golf team. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor®. His extensive credentials and deep industry knowledge allow him to craft sophisticated, yet practical financial strategies tailored to each client's unique needs and objectives.
Beyond his professional achievements, John is dedicated to giving back to his community. He teaches financial literacy alongside the BetterMan curriculum at Re-Nu Life Center, helping incarcerated individuals reenter society with clarity, preparation, and purpose. Outside of work, John enjoys spending time with his family, staying active through golf and running. He and his wife, Aubrey, are proud to raise their son, Luke, in Little Rock, where they are engaged in local community events.
At Olympus Wealth Strategies, we pride ourselves on the strength and expertise of our team and our trusted partners. Together, we bring a wealth of knowledge and experience to deliver exceptional, personalized financial solutions to our clients.
Olympus Wealth Strategies is a partner firm of Uptick Partners (“Uptick”), a Registered Investment Adviser that offers independent advisors with a robust platform for starting their own practice. Uptick provides guidance and support for transitioning advisors and a community of like-minded advisors with shared backgrounds and common goals. Uptick is unique in their approach to partnering with breakaway advisors and targets a certain subset of advisors who stand to benefit from the founders’ own experience and journey to independence.
We believe Charles Schwab’s scale and reputation provides clients with confidence and given they’re a distinguished institution in the finance industry. Working with one of the most diversified financial services companies in the industry, we benefit from the institutional strength to support growth for the long term. Additionally, Schwab has spent more than 35 years innovating on behalf of independent financial advisors and their complex needs, making the firm a good match for clients.
By combining the strengths of our team and strategic partners, Olympus Wealth Strategies delivers comprehensive and innovative financial solutions tailored to meet the unique needs of each client.
Jason is a co-founder of Uptick Partners. The creation of Uptick Partners, a fee-only independent Registered Investment Advisor (RIA), is the direct result of Jason’s desire to provide clients the most value and service while reducing conflict of interest to a minimum. Prior to founding Uptick Partners, Jason was with Edward Jones for 12 years and served in numerous leadership roles. He oversees Compliance for the firm.
Jason is a proud graduate of Texas A&M University. He holds the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Accredited Asset Management Specialist designation awarded by the College for Financial Planning. He considers himself to be a lifelong learner and a servant leader.
Jason and his wife Rachel were married on August 6, 2016, in Hot Springs, Arkansas. They share their wedding anniversary with Rachel’s parents and her grandparents. They have three handsome sons named Luke, Samuel, and Jack. They are also proud parents of their daughter in heaven, Joanna. Jason and Rachel believe it is their obligation to share how God helped them overcome the pain and sadness of that loss.
Jason and Rachel are Christians and active members of First Baptist Church in Nacogdoches, Texas. They believe in raising their boys to be godly young men with strong, conservative values of hard work and respect for others. They know Uptick Partners and their affiliates like Olympus Wealth Strategies will only be as successful as God allows it to be, but the foundation of this company is in Christ alone.
When he’s not working, Jason enjoys spending time with Rachel and the boys on their 182-acre, East Texas homestead, riding their side-by-side, fishing, shooting skeet, and playing golf.
Taylor co-founded Uptick Partners after serving his clients at Edward Jones and Raymond James for seven years. Uptick Partners was founded with the vision of allowing other advisors to add uncompromising value to clients and their families in ways not previously possible. He helps oversee the marketing efforts for the firm.
Taylor prides himself on his ability to simplify the complex and bring a common-sense approach to financial advice. He holds the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Accredited Asset Management Specialist designation awarded by the College for Financial Planning. Taylor is a graduate of Texas A&M University, holding a Bachelor of Science in Mechanical Engineering.
An East Texas native, Taylor resides in Nacogdoches with his wife, Amanda, and their two children, Nathan and Micah. Taylor enjoys coaching his sons’ sports teams and playing golf as well as woodworking and cooking.
Steve serves as a co-founder Uptick Partners. Prior to his current role, Steve had an illustrious 31 year career with Edward Jones, serving clients in East Texas and around the nation.
Steve is a graduate of Kansas State University, degreed in Industrial Engineering. He’s a long-time holder of the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Accredited Asset Management Specialist designation awarded by the College for Financial Planning.
Most importantly, Steve has been married to his wife, Christie, for more than 40 years. He has three children: Jason, Allison, and Ashton. He’s the proud grandfather to six: Caroline, Luke, Samuel, Anna Kate, Emma Claire, and Jack. Steve has called Nacogdoches home for more than 30 years and enjoys spending time with family, woodworking, and traveling to unique destinations.
Stephanie brings dedication, organization, and a client-first mindset to every interaction. With a strong background in operations, she plays an essential role in ensuring a smooth and seamless experience for clients and team members alike. She holds a Bachelor of Science in Health and Wellness from the University of North Carolina, Asheville, and brings a thoughtful, service-driven approach to her work.
Stephanie enjoys life with her husband, Kenny, their daughter, Raven and their two senior rescue dogs. She has a creative side, often found crocheting, baking sweet treats, diving into a good book, or exploring new local coffee shops. Deeply committed to her community, Stephanie also serves as Secretary for a nonprofit organization at her local karate dojo.
Sara brings more than 15 years of professional storytelling experience to the Olympus team. She began her career as a broadcast journalist in 2011, reporting for NBC in Champaign, Illinois. Over the years, she advanced through markets in Decatur, Illinois, Chattanooga, Tennessee, and ultimately Louisville, Kentucky, where she served as a reporter for the local FOX affiliate. Her work earned multiple honors, including an Emmy Award, and reflected her gift for delivering compelling stories that connect with real people.
After stepping away from news, Sara turned her focus to healthcare communications, joining one of Kentucky’s most trusted hospitals as a digital content writer. In that role, she helps translate complex clinical insights into approachable, meaningful stories that educate and empower patients and families. In addition, she is the founder of Saki Creative Solutions, a boutique content studio that helps financial advisors, entrepreneurs, and small businesses express their message with clarity, confidence, and authenticity.
Originally from Westfield, Indiana, Sara has a passion for thoughtful communication, creativity, and service. Outside of work, she enjoys cheering on Indiana sports teams, staying active, travelling the world, spending time outdoors, and making memories with her family and her beloved dog, Saki (the namesake of her business).
