Karey Pheney

Karey Pheney

Branch Operations Manager

What do you do (in the context of work at PWM)?

I assist with various projects around the office including client presentations, client billing, redemption requests, trades, etc. Whatever needs to be done!

What is one of your greatest accomplishments (as it relates to work)?

Clean up and organization of some of our internal processes.

What are your values and how do they inform your career?

I highly value honesty and integrity and carry this over into my position. I also believe you should treat people the way you want to be treated and give our clients the personal experience I would want to have.

Who are you?

I can usually be found with my family, which includes my husband, Michael and our two kids Alex and Abby. I enjoy watching our son play lacrosse, traveling to new destinations, and finding new coffee houses around town!

If you could choose anyone (dead or alive) to be your mentor, who would you choose and why?

John O’Leary If you don’t know his story, I would highly encourage you to read about it. He defied all odds and realized he is here for a reason. If you listen to him speak, it’s impossible not to be inspired to do something with your life. His motto is “Live Inspired”.

What is a fun, unique fact about yourself that people likely don’t know?

I am a Registered Dietitian.

What is your favorite motivational quote?

Life begins at the end of your comfort zone.



Joseph D. Altic
Managing Partner

Andrew J. Ruzicka
Operations Director

Daniel Bagot
LPL Financial Advisor

Daniel Helmer
Operations Manager

Karey Pheney
Branch Operations Manager

Andy Hayes
Director of Business Development & Marketing

Emily Altic
Marketing Manager

Frank Lindwedel
Client Service Specialist

Andrew Gaber
Wealth Manager

Brandy Goodnow
Retirement Plan Consultant

Ken Stansbury
LPL Financial Advisor

Eli Ramirez
LPL Financial Advisor

Andre Stafford
LPL Financial Advisor

Eliza Aguayo
Client Service Specialist

Stephen Hardey
LPL Registered Administrative Assistant

James Dupuis
LPL Registered Representative

Mary Shirer Romagosa
Client Service Associate

Arnold Schmale
Branch Operations Manager