Personnel Directory

Oswald Financial, Inc. Retirement Plan Services is staffed with some of the most knowledgeable, results oriented professionals in the industry. The OFI team excels in evaluating and designing retirement plan packages that respond to our clients' ever-changing needs. Over the years, we have successfully built one of the most specialized and comprehensive retirement plan practices in the region.

David M. Kulchar, AIF™ (read bio.)
Executive Vice President/Director Retirement Plan Services
p: (216) 367-8752   f: (216) 367-8753
e-mail: dkulchar@oswaldfinancial.com

Jeremy S. Clark
Senior Consultant
p: (216) 367-8834   f: (216) 367-8835
e-mail: jclark@oswaldfinancial.com

Tracy Thomas
Practice Leader
p: (216) 658-3706   f: (216) 658-3705
e-mail: tthomas@oswaldfinancial.com

Shannon C. Barry
Client Manager
p: (216) 367-8588   f: (216) 367-8589
e-mail: sbarry@oswaldfinancial.com

Deena Rini
Account Services Coordinator
p: (216) 658-5024   f: (216) 658-5025
e-mail: drini@oswaldfinanical.com

Elizabeth Krawczyszyn
New Business Coordinator
p: 216 367-1822  
e-mail: ekrawczyszyn@oswaldfinancial.com

Richard Geiger
Business Development
p: 216 367-5992  
e-mail: rgeiger@oswaldfinancial.com

Scott Jones
Client Manager
p: 216 658-8544  
e-mail: sjones@oswaldfinancial.com