Dean Ossola, CIMA®, CPWA®
Managing Director, Senior Portfolio Manager
949-255-5852
Anthony “Dean” Ossola, Managing Director and owner of Ossola Wealth Management, is committed to the success of his clients and his community. Dean has a Bachelor’s degree in Business Management from Brigham...
Allison Squar
Director of Operations
949-255-5852
Allison (Allie) Squar joins OWM from the Four Seasons Hotel, Las Vegas where she worked as a Banquet Manager for more than 12 years. In addition to coordinating the set up and execution of luxury banquet events and managing over 100...
Rhonda Mais
Client Services Associate
949-255-5852
Rhonda is an experienced financial services professional with a background in the financial, brokerage, and insurance industry in an operations and client service role. Previous to her current position, she worked for an RIA...
Spencer Ossola
Portfolio Associate
949-255-5852
Spencer Ossola has joined OWM as a Portfolio Associate (PA). Spencer is a currently pursuing a degree in Personal Financial Planning (PFP) at Utah Valley University (UVU). This degree prepares candidates to achieve Certified Financial...
Theresa Morrow
Senior Registered Associate
949-255-5852
Theresa is an experienced, registered financial services professional with over 25 years experience in the brokerage, banking and insurance industry in an operations and client service role. Theresa is a graduate of the University of...
Amy Ossola
Marketing Associate
949-255-5852
Amy Ossola is a graduate of Brigham Young University with a Bachelor’s Degree in Advertising and Public Relations. Prior to officially joining OWM in 2013, Amy has been a fully-engaged at-home mother to four sons. Previous to...
Wendy Simmons
Managing Director, Human Resources
Wendy Simmons, Managing Director of Human Resources, is a champion for attracting and retaining great talent for Prospera’s team. With 2 decades of experience within innovative and high-growth organizations, she brings extensive...
Carolyn Sterling
Manager, Business Consulting and Practice Management
Carolyn works with advisors to create efficiencies and refine the processes in their practices. In her role, she oversees business services and resources to help advisors continually improve the service they provide. In addition,...
Hilary Pluemer, CFP®
Managing Director, Advisor Services
Hilary Pluemer, Managing Director of Advisor Services, serves as Prospera advisors’ advocate and consultant in all things growth. Hilary oversees Prospera’s vast product platform, assists with advisors’ organic growth...
Katie Mohan
Marketing Manager
Katie works to provide marketing support to our team, including social media help, print and design support, project management and event design. Additionally, she serves as a liaison and expert on available third-party marketing...
Paul Keeton
Managing Director, Investment and Advisory Solutions
Cassandra Galvan
Director of Data Solutions
Patsy Turrentine
Fixed Income Associate
Patsy currently serves as the Fixed Income Associate on the bond trading desk. She draws on more than 40 years of financial industry experience in providing clients with product knowledge, portfolio analysis and trade executions. Patsy...
