Michael Woloshin | Managing Director

Celebrating more than 30 years as an investment advisor, Michael Woloshin helps those soon to be retired, and those already retired, achieve financial independence. His years of experience have enabled him to recruit a team that is focused on creating customized income strategies for each client. Woloshin Investment Management (WIM) does not outsource asset management to vendors but instead helps clients prudently manage their assets through the WIM Investment Committee guiding the three WIM Investment Portfolios.

The WIM Investment Committee is composed of highly experienced professionals who help clients manage their portfolios based on each client’s individual needs. Michael is also able to use his knowledge of risk management to recommend customized income strategies utilizing asset allocation to help diversify and rebalance client portfolios.

Woloshin Investment Management (WIM) is a Registered Investment Advisor. Michael is an Investment Advisor Representative and Managing Director of the WIM Investment Committee. He specializes in helping clients achieve their retirement income goals. Under Michael’s guidance, WIM has developed a reputation for client loyalty, satisfaction and providing outstanding customer service.

Katie Woloshin | Financial Advisor

As a sought-after investment advisor since 2012, Katie helps clients navigate the world of investing, providing clarity around risks and educating clients while creating plans that help realize their retirement goals.

After graduating from James Madison University, Katie developed a practice that focuses on outlining each client’s vision and goals for retirement. She works closely with her clients to build comprehensive solutions aimed at achieving their desired outcomes, all the while presenting knowledge and insight to help them reach the retirement of their dreams. Katie serves as a resource to all of her clients and provides informative seminars on retirement planning throughout the year, including seminars geared toward women seeking financial independence.

Katie previously held an advisory position with ING Financial Partners in Tysons Corner, VA.

Suzy Egan | Portfolio Manager

Suzy Egan is a senior member of the WIM Investment Policy Committee and is integral to the portfolio management of the WIM Models. She is responsible for asset allocation, manager selection and review, conducting quantitative analysis of economic and capital market trends, portfolio risk analysis, asset allocation and investment strategy selection. Suzy has been with WIM for more than ten years and has over 15 years of experience analyzing and managing investment portfolios.

In addition to earning her MBA in Finance from Fordham University, she is registered and licensed in securities and insurance and is an investment advisor representative with our firm.

Peggie Bochnowski | Client Relations Manager

Peggie serves as the Client Relations Manager and is an integral part of the Sales and Marketing team. She is responsible for client communication, scheduling of all investment review meetings as well as overseeing all office operations. Peggie is also part of the Sales & Marketing team in planning and executing workshops for prospective clients. Peggie has been with WIM for over two years and brings 20+ years of client communication and customer service experience.

Mary Vaughan | Clientele Communications

Mary has been with the firm for 10 years. She handles all daily correspondence, records and reports, as well as client communication. She is also responsible for maintaining the client in-house database. She is always ready to help with any request you may have.

Kara Cinelli | Client Relations Specialist

Kara works directly with our advisors and clients to assist with the processing of paperwork. While taking special attention to each case, Kara assists all of our clients with any questions, administrative requests, or issues regarding their account or online inquiries.