Our Team

PWM embraces a true team approach.

The PWM Team is comprised of a group of individuals that collectively have the ability to offer each client a comprehensive financial services experience. As a group our team possesses extensive knowledge in each of our areas of expertise. While working with us, our clients receive the benefit of over 100 years of combined experience. This allows our clients to benefit from the knowledge and experience of each of our strengths. As a team we are committed to bringing vision, balance and confidence to our clients’ financial lives. The comfort of knowing that PWM is focusing on each client’s financial future allows them to focus on the passions that enrich their lives.

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Customer service should not be a department, it should be the entire company.

Tony Hsien

 

Joseph D. Altic, CFP®, MBA
Managing Partner, President

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Luke Bradley
Client Service Specialist

 

Dawnya Gebhard
Client Service Specialist

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.

 

Brandy Goodnow , AIF®
Retirement Plan Consultant

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Deidre Jones
Client Service Specialist


Suzi Lederer
Client Service Specialist

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Karey Pheney
Client Service Specialist

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Andrew J. Ruzicka, CFP®
Operations Director

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Mark Sheridan
Client Service Specialist

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Joe Calhoun
Client Service Specialist