Loy Hibbs and Joseph Gesullo have teamed up to leverage over 20 years of combined industry knowledge, offering their clients a comprehensive wealth management experience. They recently added Alex Gray, as a financial advisor to expand and strengthen their services to clients, as well as added Katrina Stumpf to their team as their Administrative Assistant to help ensure all of their clients receive the level of service and attention they deserve.
So, how does the team at Alliance Wealth Management fit in with Osaic Wealth?
Osaic Wealth is an integral part of who we are and where we are going It is an absolute pleasure to continue to utilize Osaic Wealth as our broker dealer, a firm that understands the changing landscape of our industry and also balances that with a proud past of helping clients pursue financial freedom.
Osaic Wealth, was founded on the principle that the firm should work for the advisor, and not the other way around. Today, Osaic Wealth is a leader in the markets we serve. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At Osaic Wealth, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about Osaic Wealth, visit https://www.osaic.com/.
Even though we are marketing ourselves as Alliance Wealth Management, we are still offering products and services through our broker dealer, Osaic Wealth to help you pursue your goals.
At Alliance Wealth Management, our goal is to build long-term client relationships with customer service, value and trust at its core. We know that every individual has exclusive needs and with quality and consistency we strive to exceed those expectations. Our strategic approach to investing and planning utilizes our professional team synergy, years of experience and our comprehensive strategic resource network. We are strongly committed to serving as an active participant in our community through volunteering, organizing and fundraising for local charitable organizations.
Managing Partner/Royal Alliance Financial Advisor
Loy is also a Chartered Retirement Planning Counselor, as well as an Accredited Wealth Management Advisor. He became a Financial Advisor to help people avoid the kind of financial advice his parents received when they were...
Alex Gray joined Alliance Wealth Management in May of 2023 as an experienced Financial Advisor. Alex focuses his practice on comprehensive financial planning to provide holistic planning solutions to help his clients pursue their...
Client Relationship Manager
Katrina Stumpf joined the team at Alliance Wealth Management in 2023. With over four years of experience working with Royal Alliance, Katrina has developed a keen understanding of the intricacies of wealth management and the...