Andy Ruzicka

Andrew J. Ruzicka, CFP®

Operations Director

What do you do (in the context of work at PWM)?

I work with our advisors to develop personalized financial plans and portfolios for our clients. Furthermore, I develop the materials that allow PWM to communicate strategies to client in ways that they understand and are comfortable with.

What is one of your greatest accomplishments (as it relates to work)?

Surviving 2 recessions in the first 10 years of my career.

What are your values and how do they inform your career?

Work hard and do what’s right-sticking to these values always allows the creation of great relationships and trust.

Who are you?

I am first a husband and a dad, the two roles I cherish more than anything.  We love hiking in the mountains and even walking to the park as a family, anything outdoors.  I am a diehard Cardinals fan and I enjoy good “murder mystery” type movies and TV series.

If you could choose anyone (dead or alive) to be your mentor, who would you choose and why?

Stan Musial- he left a positive impact on every person he interacted with.

What is a fun, unique fact about yourself that people likely don’t know? 

My wife and I were once invited to a wedding reception (not the ceremony) purely to get the dancing going.

What is your favorite motivational quote?

The time is always right to do what is right.  MLK



Joseph D. Altic
Managing Partner

Andrew J. Ruzicka
Operations Director

Daniel Bagot
LPL Financial Advisor

Daniel Helmer
Operations Manager

Karey Pheney
Branch Operations Manager

Andy Hayes
Director of Business Development & Marketing

Emily Altic
Marketing Manager

Frank Lindwedel
Client Service Specialist

Andrew Gaber
Wealth Manager

Brandy Goodnow
Retirement Plan Consultant

Ken Stansbury
LPL Financial Advisor

Eli Ramirez
LPL Financial Advisor

Andre Stafford
LPL Financial Advisor

Eliza Aguayo
Client Service Specialist

Stephen Hardey
LPL Registered Administrative Assistant

James Dupuis
LPL Registered Representative

Mary Shirer Romagosa
Client Service Associate

Arnold Schmale
Branch Operations Manager