About Our Team
Here’s our story. We look forward to hearing yours.
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.
Eric Nelson | Financial Advisor
Eric helps his clients achieve financial independence. Eric is dedicated to learning about his clients’ personal goals, and by focusing on their specific financial needs, he is able to help optimize their retirement planning income. Through a rigorous review process, Eric’s clients can realize an individualized financial strategy that helps reduce their financial risk and helps create consistent income. His main goal is to help his clients feel more financially confident in their retirement years. Eric believes that his commitment to professionalism and the cooperative development of a client’s unique, personal financial goals form the foundation of any strong financial strategy.
Eric is a graduate of Rutgers University, School of Business, majoring in Finance. Eric previously held positions at Lincoln Financial Advisors and MetLife. In his spare time, Eric coaches youth ice hockey.
Katie Woloshin | Financial Advisor
Katie has been helping her clients achieve their financial goals for more than five years. After graduating from James Madison University, Katie developed a practice that focuses on outlining a client’s vision and goals for retirement. She works with her clients personally building a comprehensive solution to achieve their desired outcome, all the while educating them throughout the financial planning process. Katie serves as a resource to her clients by helping them navigate the obstacles they face in the investment world, and educating her clients regarding the risks throughout retirement.
Katie is a graduate of James Madison University and 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 six years and has over 15 years of experience analyzing and managing investment portfolios.
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.
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.
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.
We invite you to come into our office
It is important to feel you have control over your future. At Woloshin Investment Management, we offer our experience and knowledge to help you design your own strategy for financial independence.
Contact us today to schedule a free introductory consultation! Call us at 609.654.9700 or connect with us online at Info@WoloshinLLC.com.
Have Questions for Woloshin Investment Management?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.