PWM Planning Team
Our Mission Statement
To create an inspirational experience and deliver a level of service that consistently exceeds the expectations of our family of clients. We focus on the personal side of wealth, adding value to the relationship becoming a trusted resource through education and guidance.
WHY
We believe in delivering a personalized experience that will give confidence to our clients.
WHAT
We provide advice to help you make appropriate choices through proactive communication, investment strategy, and financial planning.
HOW
By surrounding you with a team of financial specialists and a proactive system, we are prepared to handle any situation presented.
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