A Night of Thanks - Rob Wolf Celebrates Three Decades in the Financial Services Industry
Spend 30 years doing anything, and you'd hope to become pretty good at it. Well, Rob knows he wouldn’t be where he is today without the support of his clients who put their trust in him back when he was just starting out. It’s just one of the tales Rob shared with us during his 30th anniversary celebration at the Century Center in South Bend, Indiana, a few weeks ago.
True to form, Rob invited clients, family, and friends together to say “thanks” for supporting him all these years as he built Wolf Financial Advisory into the Financial Planning firm that you have come to know today - now with two locations in St. Joseph, Michigan! Rob wants you all to know how appreciative he is of your kind words, referrals, and trust in our team.
Rob Wolf has taken steps to position the firm for continued growth, beginning with Opulskas' promotion to President.
"We are thrilled to expand and open our doors on Court Street," says Opulskas. "St. Joseph has been, and will continue to be the home of Wolf Financial Advisory well into the future."
Amanda Dorty | New Business Coordinator
Amanda Dorty is our New Business Coordinator. She comes to us with a wealth of experience in financial services, including 15 years in banking. One of Amanda's proudest achievements was building software for a major credit card company, which was successfully implemented across the organization.
Leslie Rock | Paraplanner & Executive Assistant
Leslie is a Paraplanner and Executive Assistant who brings a wealth of experience in corporate financial planning, accounting, and project management. With a strong foundation in these areas, Leslie plays a key role in supporting the firm’s financial planning and advisory processes, while also managing special projects that drive efficiency and client satisfaction.
Wolf Financial Advisory Charity of the Month
Our Mission:
To be a Christ-centered organization that helps to transform physically, emotionally, and spiritually wounded teen girls and women.
Our Inspiration:
The name Well of GRACE Ministries was inspired by the story of the Samaritan woman who met Jesus and received grace at Jacob's Well in Samaria. Because she was wrapped in shame, she came in the heat of the day, knowing she would be alone. To her surprise, Jesus was waiting. Using Jesus' example, we meet girls and women where they are in their hurts and struggles.
