Broker Check

Meet the Team

At our firm, we have the client -and only the client- in mind.

We at Wolf Financial Advisory strive to uphold the highest standards of integrity and trust by adhering to a fiduciary responsibility, when the situation calls for it. Our financial advisors are committed to placing the interests of our clients above all else, ensuring that every recommendation and decision is made with the client's best interests in mind. This fiduciary duty encompasses a duty of loyalty and care, requiring transparent communication, diligent investment research, and prudent financial guidance. Clients of Wolf Financial Advisory should feel confident that their financial well-being is paramount, and their financial advisors are dedicated to navigating the complexities of the financial landscape with unwavering ethics and professionalism.

Robert Wolf

Robert Wolf


Chief Executive Officer

Amanda Opulskas

Amanda Opulskas

President

James Koenig, Sr.

James Koenig, Sr.

Senior Wealth Advisor

Sara Wolf CFP®

Sara Wolf CFP®

Financial Advisor

Michael Rock

Michael Rock

Financial Advisor

Chad Lange

Chad Lange


Financial Advisor

Debbie Gleason

Debbie Gleason

Office Manager &

Client Relationship Specialist

Jonathan Foster

Jonathan Foster

Executive/Financial

Planning Assistant

Leslie Rock

Leslie Rock

Executive/Financial

Planning Assistant

Amanda Dorty

Amanda Dorty

New Business Coordinator