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
Andrew J. Ruzicka
Senior Wealth Advisor
Frank Lindwedel
Client Services Manager
Gabriel Fish
Client Services Manager
Daniel Helmer
Operations Manager
Karey Pheney
Branch Operations Manager
Emily Altic
Marketing Manager
Andy Hayes
Director of Business Development & Marketing
Eli Ramirez
LPL Financial Advisor
Andre Stafford
LPL Financial Advisor
Eliza Aguayo
Client Service Specialist