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
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TEAM MEMBERS
Joseph D. Altic
Managing Partner, President
Andrew J. Ruzicka
Operations Director
Karey Pheney
Client Service Specialist
Cole Christian
Client Relationship Manager
Daniel Bagot
Client Service Specialist
Sogol Javan Oskouei
Client Service Specialist
Emily Altic
Client Service Specialist | Marketing
Arnold Schmale
Branch Operation Manager
Andy Hayes
Director of Business Development & Marketing
Andrew Gaber
Wealth Manager
Brandy Goodnow
Retirement Plan Consultant
Frank Lindwedel
Client Service Specialist
David Romagosa
Partner
Ken Stansbury
LPL Financial Advisor
Eli Ramirez
LPL Financial Advisor
Mary Shirer Romagosa
Client Services Associate
Stephen Hardey
LPL Registered Administrative Assistant
Eliza Aguayo
Client Service Specialist
James Dupuis
LPL Registered Representative
Daniel Helmer
Operations Manager