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...
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...
Tabatha Nieves
Client Services Manager
Tabatha became interested in the finance industry after completing her college externship and earning her degree in Specialized Business. She was an Executive Finance Assistant to two senior advisors at a Mass Mutual affiliate. She...
Robert Conboy
Portfolio Associate
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
Director, 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®
Chief Administrative Officer
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
Chris Bravender
Fixed Income Manager
Ken Manning
Director, Platform Solutions
Lifetime of Earnings
