Wolf Financial Advisory is instituting some changes to kick off his 30th year in financial services at his St. Joseph Wealth Management headquarters. The first includes naming a new company President, Amanda Opulskas, who has taken over that key role after previously serving as Wolf Financial Advisory’s Senior Client Service Director & Financial Advisor.
Opulskas obtained her Bachelor of Business Administration Finance and Accounting Degree from the University of Michigan, Flint, before being hired by President Rob Wolf as an associate in 2015. Opulskas secured her health and life insurance licensing and securities sales licensing but knew there was more she wanted to do at the Wolf firm.
“I really enjoy helping people and helping them succeed, so it was very rewarding, but I knew I didn’t want to be a Financial Advisor,” said Opulskas. “I believe Rob saw I had other capabilities. So we continued to develop our professional relationship and the trust between us, and it just led to where we are now with me as the President of the company.”
Opulskas now handles the operational side of Wolf Financial Advisory, while Rob Wolf focuses on what he says that he loves and does best – helping his clients on their financial journey.
“This is where I feel like I belong,” says Opulskas. “My priority right now is to make sure we have the structure in place so we can continue to grow and help people.”
And Wolf Financial Advisory is growing. Wolf’s Wealth Management team is expanding to a new location just down the street from their current office at 728 Pleasant Street, in St. Joseph. The new office, at 206 Court Street, is officially opening its doors this week, and will be used by Financial Advisors James Koenig, Sr., Michael Rock, and Sara Wolf CFP®. Opulskas says they also recently added two new full-time, remote team members. She attributes the need for growth to [Rob] Wolf’s passion for his team, and the people he serves.
“He wants to help people and educate people and he gets excited to be able to explain things to people, or to help them with life situations – not just on the financial aspect,” says Opulskas. “I think it all starts with that, with Rob and how he feels about his clients and about what we should be doing here at the firm. And then it just trickles down to everybody within the firm as far as who we hire and the environment that we create. It all comes back to making sure the client has what they need.”
Amanda Opulskas, President, Wolf Financial Advisory
