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®

Managing Director of Retirement Plan Services

Brent A. Teague, CRPS®

Vice President, Retirement Plan Consultant

Deena Rini, MBA

Practice Leader, Retirement Plan Services

Michael Gheen, CPA/PFS, CRPS®

Practice Leader, Wealth Management

Scott R. Kimble

Team Leader, Wealth Management

Gregory A. Lopez, CFP®

Wealth Management Consultant

Russell T. McAlonie, ChFC®

Wealth Management Consultant

Jason Smoot

Wealth Management Consultant

Sarah Majeski, AIF®

Team Leader of Client Services

Stephen M. Kloss, AIF®, MBA

Senior Client Manager

R. Scott Nicholls, QKA, QPA

Senior Client Manager

Pam Brooks, CPFA

Client Manager

Christopher Gervaise, CRPC®

Client Manager

Shaun D. Cox, AIF®

Senior Client Service Administrator

Kayla Huff

Client Services Administrator, Wealth Management

Maria Stenina

Asst. Manager Marketing and Operations

Jessica Hurley

Administrative Associate