With over eight years of industry experience, Zach Wood serves as a Team Performance Specialist, dedicated to coaching advisors and colleagues to reach their full potential through learning and leadership strategies that emphasize collaboration, teamwork, and progress. Zach’s journey into the financial industry was inspired by his wife’s passion for helping others with financial concerns,…
With over 33 years in the securities industry, Mark Oswald serves as our Chief Compliance Officer. He focuses on maintaining the firm’s adherence to fiduciary obligations, consistently advocating for clients’ best interests, and managing conflicts of interest. His tenure includes notable service as the Chief Compliance Officer for national broker/dealers and Registered Investment Advisors. Mark’s…
Stephanie joined our team driven by her strong desire to make a positive impact in people’s lives through their financial well-being. Her responsibilities encompass identifying new business opportunities, Coordinating all our internal teams, and ensuring clients receive tailored advice to help them realize their vision of true wealth. With an extensive background spanning 14 years…
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