How do I help clients live a richer life?
Helping clients make great financial decisions has always been a passion, the drive comes from the bad advice that was given to my parents prior to my father’s death. My goal now is to help clients live a richer life and have the ability to enjoy new life experiences through creating a sound financial plan that will allow them to confidently pursue their goals.
How do I like to spend my time outside of PWM?
I spend most of my time with family which includes my wife Yvonne, our daughter Emily and sons Connor and Drew. Other interests would include College football, youth sports, snow skiing, fishing, hiking, reading and working on new PWM strategies.
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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