Leadership & Team

Oswald Financial, Inc. is a team of fully-licensed professionals with over 100 years of combined experience in the retirement plan industry, having achieved reputable designations such as Accredited Investment Fiduciary™, Plan Sponsor Retirement Professional™, Chartered Retirement Plan Specialist, Certified Public Accountant and Masters of Business Administration.

Meet our Leaders & Team:

David M. Kulchar, AIF®, CPFA

Managing Director of Retirement Plan Services

Deena Rini, MBA

Practice Leader, Retirement Plan Services

Michael Gheen, CPA/PFS, CRPS®

Senior Client Executive Retirement Plan Services
Practice Leader Wealth Management

Scott R. Kimble

Team Leader, Wealth Management

Gregory A. Lopez, CFP® CLU®

Financial Advisor

Russell T. McAlonie, ChFC®

Financial Advisor

Sarah Majeski, AIF®, CPFA

Business Development Specialist

Stephen M. Kloss, AIF®, MBA

Senior Client Manager

R. Scott Nicholls

Senior Client Manager

K. Jason Day, AIF®

Senior Client Manager

Pam Brooks, CPFA

Senior Client Manager

Shaun D. Cox, AIF®

Client Manager

Ronnie Moss

Due Diligence Analyst

Cliff Cowles

Senior Client Service Administrator

Jessica Hurley

Team Leader of Operations

Kayla Huff

Client Services Administrator, Wealth Management

Maria Stenina

Asst. Manager Marketing and Operations