Our Teams

Your trusted advisor - providing a sounding board, creative engine and path-clearing approach to your goals.

Client Service Team

    • Amy Saxner
      Senior Client Service Associate

    Olga Ismail, AIF

    Retirement Plan Consultant
    Check the background of this investment professional on
    Broker Check


    Olga Ismail has 10 years of experience in the financial services industry. A member of the PWA Retirement Planning Unit since 2014, she helps businesses and their employees achieve financial independence through comprehensive, unbiased advice on establishing and managing qualified retirement plans.  Ismail holds a Florida Life Insurance license and Series 6 and 63 securities registrations. She earned a master’s degree from Nova Southeastern University and a bachelor’s degree from Florida International University.