Patrick E Olski, CFP®, ChFC®, CLU®, CLTC®, MBA

Wealth Management Advisor

My Team

We are always striving to meet and exceed the expectations of our clients. I hope you will feel confident contacting any member of my team with your questions, concerns or requests. They are dedicated to providing exceptional client service and will respond to your inquiry promptly.

 
Kathy A Boyd

Kathy A Boyd

Associate Financial Representative
Office 781-431-4723

Kathy joined Patrick’s team in November of 2015.   She supports all post sales insurance activities including preparation and submission of applications, scheduling of medical exams, client service updates and billing inquiries.   Please note Kathy’s hours are 8 am to 1 pm, Monday to Friday.

Please contact Kathy for all service issues with in-force policies or new applications.

In her spare time enjoys reading and spending time with family including her new granddaughter. She is enjoying her career change from a software technology analyst at a large NY bank to the insurance industry.

 
Cami Spisak

Cami Spisak

Office 619-234-3111

Cami earned a Bachelor's degree in Public Administration from San Diego State University.   She started with Northwestern Mutual in 2018 at the front desk and quickly transformed to an associate financial representative in 2019.  Cami has obtained her Series 6 and 63 securities licenses, state life and health insurance licenses, long term care license, and annuities license.

In her free time, she enjoys being a dog mom to her Maltipoo Charles, spending time in the San Diego sun, and visiting MLB stadiums across the country.

Cami will be the primary contact for new and existing clients in preparation of financial plans and proposals, investment operations, and scheduling. *Please note that Cami works out of our San Diego Office and starts her day at 11 am EST. 

 
 

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