Meet Our Team
Jesse Giordano, CFP®
Financial Advisor, Principal
Lee Korn
Financial Advisor, Principal
Joseph N. Filosa, CFP®
Financial Advisor, Principal
Matthew P. Krouse, CFP® , AAMS®
Financial Advisor
Gino Carollo
Financial Advisor
Chris Clasen, CFA®
Chief Operating Officer, Chief Compliance Officer
Katherine M. Dean, CFP®
Financial Advisor
Linda M. Ballance
Director of Client Experience, Senior Registered Relationship Manager
Jamie Bruno
Operations Specialist, Advisor Transition Coordinator
Eugenia Kalaitzidis
Senior Client Service Associate
Daniel Gibbons, FPQP™
Client Service Associate
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if OWA is engaged, or continues to be engaged, to provide investment advisory services.
