In my current role, how do I help PWM clients pursue their financial goals?
In my role as a client service specialist, I focus on listening to our clients so I can thoroughly understand their specific situation, meet their needs, and make a meaningful impact on their lives. I take great pride in building strong relationships with clients and working together to build and implement a comprehensive financial plan to helps them work towards their goals.
How do I like to spend my time outside of PWM?
Outside of work, I like to spend as much time as I can with my beautiful wife and kids. Together, we enjoy taking family hikes, bike rides, swimming, and anything else we can find exciting outdoors. I also enjoy reading, coaching youth soccer, and following my favorite sports teams. Since I have a great passion for all sports, there are many teams and sporting events I enjoy watching.
What is a fun, unique fact about yourself?
In college, I had the opportunity to intern with the Missouri River Otters, a minor league hockey team. One of my main job responsibilities was making appearances as their mascot “Oscar the Otter” at local festivals, community events, and schools. It was so much fun interacting with the community as a beloved character.
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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