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

Jason Smoot

Financial Consultant, Wealth Management

Russell T. McAlonie, ChFC®

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

Senior Client Manager

Shaun D. Cox

Senior Client Service Administrator

Kayla Huff

Client Services Administrator, Wealth Management

Maria Stenina

Asst. Manager Marketing and Operations

Jessica Hurley

Administrative Associate