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

Kayla Huff

Client Services Administrator, Wealth Management

Maria Stenina

Asst. Manager Marketing and Operations

Jessica Hurley

Operations & Compliance Associate