Our Team

We have assembled a team of experienced financial industry professionals who are passionate about providing OSJ services to independent financial professionals.  

We are one of the leading OSJs with Osaic Wealth, Inc. because our team is designed to be yours. Our professionals are a team you can count on for timely responses and best-in-class service.

Victoria Bach, BFA™

Victoria Bach, BFA™

President
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D. Robert Anderson, BFA™

D. Robert Anderson, BFA™

Vice President
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Chris Virgil, BFA™

Chris Virgil, BFA™

Assistant Vice President
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Mandy Szewczuk

Mandy Szewczuk

Marketing & Operations Coordinator
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Elizabeth Carter

Elizabeth Carter

Sr. Supervision Analyst
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Alissa Lusardi

Alissa Lusardi

Supervision Analyst
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