Meet Our Team

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®
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. ” Learn more
JANE CAIN OGRIZOVICH CFP®, MBA
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. ” Learn more
CRISTINE MARIK CFA, CFP®
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. ” Learn more
JEFFREY GRENCHIK
JEFFREY GRENCHIK
Wealth Manager
“My hope is to use my nearly 20 years of institutional consulting experience to help OFM Wealth clients reach their goals. ” Learn more
WILLIAM L. TRAYLOR III, CFP®
WILLIAM L. TRAYLOR III, CFP®
Wealth Manager
“OFM Wealth’s custom approach to each client gives me the flexibility to provide plans creatively and find the best possible outcome. ” Learn more
DAVID COLBERT
DAVID COLBERT
Wealth Management Support
“At OFM Wealth, I am able to work alongside and learn from experienced and enthusiastic wealth managers as I start my own career. ” Learn more