OFM Wealth serves its clients by utilizing a team model. Each client has two wealth managers supported by financial planning, service, and regulatory functions. This model provides multiple views upon which our comprehensive fiduciary services are provided.
OFM WEALTH TEAM
SAM OGRIZOVICH, CFP®
President, Senior Wealth Manager
“The markets change, the economy goes through cycles, and tax law changes impact retirement planning. I want to continue being an accountable, steadying influence on our client’s financial plans.
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JANE CAIN OGRIZOVICH CFP®, MBA
Vice President & Chief Compliance Officer
“My role has changed over many years and participating in the growth of the firm has been especially rewarding.
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CRISTINE MARIK CFA, CFP®
Senior Wealth Manager
“My goal is to help my clients manage their personal finances so they can focus more on their careers and family and to be there for them during both good times and during life’s difficult moments.
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Matthew Schaap, CFP®
Wealth Manager
“I’m excited to bring my knowledge and experience in service to clients. As a Wealth Manager I enjoy my role as a trusted advisor to help clients achieve their financial goals.
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Erica Zambrano
Client Service Manager
“As a client service manager, I strive to provide the best care for our clients by demonstrating my true passion for helping others.
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Brendan Nuzzo
Wealth Management Support Team Member
“As a member of our wealth management support team, I am able to assist our advisory team as well as learn from them as I start my own career.
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