The Team
There is a lot to do when it comes to managing portfolios and servicing our clients’ needs. Some might say, it takes a village… Meet our small, but mighty village.
MICHAEL J. CALVELLI
Founder, Registered Principal, OSJ Supervisor - learn more here.
SAMUEL E. WESTERMANN
Financial Advisor - learn more here.
RICH C. BONK
Registered Principal, Partner, OSJ Supervisor Designee - learn more here.
ANGELINA J. HANSEN, CFP®
Financial Advisor - learn more here.
OUR PARTNERS
In order to offer the best to our clients, we work with some pretty incredible partners - learn more here.
