Rick is firm in his belief that offering clients straightforward financial and investment recommendations are paramount to his business philosophy. To best serve his clients, Rick possesses advanced training in financial planning and wealth management through the Certified Wealth Strategist® (CWS®) certification. He also holds multiple securities registrations including the Series 7, 9, 10, 24, 63 and 66, as well as annuity and life insurance licenses. Rick is a member of the Southeast Volusia Chamber of Commerce and focuses on local economic development, a Score Mentor and served as a board member for the University of Central Florida Business Incubator.
Gwenn has been with OPWM since before the beginning. Her common sense attention to detail and plain spoken wisdom, have helped keep the ship on course. Her role involves anything to do with ensuring clients are able to use our technology and receive updates on everything from the markets to financial education to events impacting their lives. She believes she is an integral member of the team and she is.
Beni is a recent addition to OPWM, having been rescued in April of 2019, after living on the streets of Orlando. He will tell you that while he may not be able to calculate a dividend yield or other arcane numbers (which he blames on the lack of opposable thumbs), he seems to have a remarkable ability to know what’s coming next. He is the first to check on the market environment each day and was an early on advocate of Chewy Pet Supplies. He said he “just liked the way it sounded”. He fancies himself as an integral member of the team and brings a unique perspective on survival skills to the financial equation.