PWM Planning Team
Our Mission Statement
At PWM Planning, we are a team of experienced financial professionals who believe that true wealth is deeply personal. We go beyond numbers to understand the lives, values, and goals of the individuals, families, and business owners we serve.
HOW
We provide proactive financial advice, tailored investment strategies, and comprehensive planning solutions designed to support every stage of life. Our work is rooted in a commitment to clarity, trust, and long-term relationships.
WHY
We do this because we believe financial confidence empowers people to live with purpose. By delivering thoughtful guidance and a deeply personal client experience, we help our clients navigate life’s complexities with clarity and direction.
WHO
We serve those who value meaningful connection, strategic insight, and a qualified partner to help them make informed decisions and build a future aligned with what matters most.
TEAM MEMBERS
Joseph D. Altic
Managing Partner
Andrew J. Ruzicka
Senior Wealth Advisor
Frank Lindwedel
Client Services Manager
Gabriel Fish
Client Services Manager
Daniel Helmer
Operations Manager
Karey Pheney
Branch Operations Manager
Emily Altic
Marketing Manager
Andy Hayes
Director of Business Development & Marketing
Eli Ramirez
LPL Financial Advisor
Andre Stafford
LPL Financial Advisor
Eliza Aguayo
Client Service Specialist