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

Ken Stansbury
LPL Financial Advisor

Eli Ramirez
LPL Financial Advisor

Mary Shirer Romagosa
Client Services Associate

Taryn Trahan
Client Services

Stephen Hardey
LPL Registered Administrative Assistant

Eliza Aguayo
Client Service Specialist

James Dupuis
LPL Registered Representative