Can you describe your professional background and what brought you to PWM?
I have a finance degree from the University of Missouri-Columbia. In my professional background, I have had business ownership for 34+ years in STL. I’ve been a client of PWM and am now a team member which was an easy decision. Joe and his “A” team brought me to PWM and I’m happy to be a part of the team!
What is your role and what do you do at PWM? What do you think are the best skills that you bring to your role?
My role at PWM is business development and marketing.
I’m very much a relationship person, which is one of the skills I bring to PWM. I love getting to know people, their stories, and how to get them navigated from start to finish. My goal is to develop a trusting bond with all clients as they become part of the PWM community.
How do you like to spend your time outside of PWM?
Outside of my time at PWM, I enjoy spending time with my family and taking family trips. My hobbies include fitness, sports, hiking, and biking. On the weekends, you will find me visiting my children at their colleges, hiking with my wife, or taking my dogs to the park.
How would you describe your personality?
I am very driven, goal-oriented with attention to detail and make sure everything is done 100%.
What is a fun, interesting fact about yourself?
My family has fostered 30+ animals for local rescue organizations.
If you could pick up any skill, what would it be and why?
The skill I would want to pick up is learning another language. This would enable me to communicate with people of different backgrounds.
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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