Our Associates

At our firm, your success is our highest priority.

Dean Ossola, CIMA®, CPWA®

Managing Director, Senior Portfolio Manager

800-810-5753

949-255-5852

dean.ossola@ossolawm.com

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...

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Allison Squar

Director of Operations

800-810-5753

949-255-5852

allison.squar@ossolawm.com

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...

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Rhonda Mais

Client Services Associate

800-810-5753

949-255-5852

rhonda.mais@ossolawm.com

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...

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Spencer Ossola

Portfolio Associate

800-810-5753

949-255-5852

spencer.ossola@ossolawm.com

Spencer Ossola has joined OWM as a Portfolio Associate (PA). Spencer is a currently pursuing a degree in Economics at Utah State University (USU). Spencer holds the Financial Paraplanner Qualified Professional(r) designation - FPQP(r)...

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Theresa Morrow

Senior Registered Associate

800-810-5753

949-255-5852

tmorrow@ossolawm.com

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...

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Amy Ossola

Marketing Associate

800-810-5753

949-255-5852

amy.ossola@ossolawm.com

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...

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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...

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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,...

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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...

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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...

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Paul Keeton

Managing Director, Investment and Advisory Solutions

Paul Keeton, Managing Director of Investments & Advisory Solutions, leads the development and execution of the firm’s advisory program, product offerings, as well as equity and fixed income desks.Admired for his deep expertise...
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Cassandra Galvan

Director of Data Solutions

Cassandra Galvan, Director of Data Solutions, sees the big picture. True to her title, Cassandra applies broad understanding of broker-dealer operations, compliance, analystics, and finance to systems and firm-wide projects....
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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...

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Bryan Waldrop

IT Coordinator

Adam Parrie

Supervisory Principal

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.
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Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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