Joseph D. Altic, CFP®, MBA

Founder, Managing Partner

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.



Joseph D. Altic
Managing Partner

Andrew J. Ruzicka
Operations Director

Karey Pheney
Branch Operations Manager

Daniel Bagot
Client Relationship Manager

Daniel Helmer
Operations Manager

Andy Hayes
Director of Business Development & Marketing

Frank Lindwedel
Wealth Manager Assistant

Emily Altic
Marketing Manager

Arnold Schmale
Branch Operation Manager

Andrew Gaber
Wealth Manager

Brandy Goodnow
Retirement Plan Consultant

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