The Team

Joe Altic*, Tripp Gebhard, Colleen Chance, Andy Ruzicka, Bryan Sherwood, and Daniel Hammerman

The PWM team is comprised of a group of individuals that together have the ability to offer each client a unique financial planning experience.  As a group our team possesses extensive knowledge in each of our areas of expertise.  While working with us you receive the benefit of our nearly 70 years combined experience.

We manage wealth for institutions and affluent families throughout North America and have done so since 1994.

We have advised four major fortune 500 companies as employee benefit consultants.  As well as specializing in executive compensation, corporate succession planning and custom trustee strategies.

Some team members possess designations in the following:

  • Degrees from the College of Financial Planning
  • CFP®’s
  • MBA’s
  • CFS
  • Series 63,31,24,7,6 (securities registrations held with LPL Financial)
  • Life/Health Insurance License

*LPL Financial Chairman’s Council Recipient – Top National Advisor, based on revenues. (2008-2012)

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