Our Staff

Our Staff

Click on any of the images and names to the right to learn more about a member of our dedicated team.

Kathy Henderson

Director of Operations

Kathy began her journey with Mike Ward and Sumant Lall in 1999 as a representative's assistant and was among the few to assist Mike in his quest to create Wealth Management Partners. She has a strong background in the business administration field and has become proficient in assisting financial advisors. Her current role is operations director and her responsibilities include office management, bookkeeping, and HR. She and her husband, Don, live in Carnegie. Kathy enjoys spending time with family, photography, traveling, and interior design.

Office Location:
790 Holiday Drive, Pittsburgh, PA 15220
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Peggy Maskiewicz

Administrative Assistant/Special Projects

Peggy began working at Wealth Management Partners in the fall of 2002 as a full-time receptionist. Since that time, she has enjoyed being a part of WMP's growth and expansion. In mid-2005, Peggy transferred to a part-time administrative position within WMP, assisting with special projects and serving as the wellness coordinator. Peggy has had an interesting and varied employment career, having held positions within the hospitality, landscaping, retail, education, social work, and financial fields. She earned a BS from Penn State University. Peggy enjoys traveling, reading, and spending time with her family.   

Office Location:
790 Holiday Drive, Pittsburgh, PA 15220
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Karen Swartzwelder

Director of Client Service

Karen joined the WMP staff as a receptionist in late 2006 with a background in business and accounting. Apart from her front-desk responsibilities, Karen has become active in learning the administrative aspects of the office.

She and her husband, David, moved to the Pittsburgh area in 2005 from Buffalo, New York. They have two daughters and two grandsons. When not at work, Karen enjoys spending time with family, hunting for antiques, home remodeling, reading, and baseball.

Office Location:
790 Holiday Drive, Pittsburgh, PA 15220
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Jason Olson, CFA®, MBA, AIFA®

Director of Investment and Fiduciary Services

Jason joined Wealth Management Partners, LLC, as director of investment services in August 2015.  His current role is Director of Investment and Fiduciary Services.  Prior to joining Wealth Management Partners, LLC, Jason spent 17 years in the financial services industry acting in a diverse range of roles and responsibilities. Jason is a Chartered Financial Analyst® and an Accredited Investment Fiduciary Analyst®. 

He maintains FINRA Series 7, 63, 66, and 24 securities registrations held through Commonwealth Financial Network®.

Jason attended the University of Wisconsin–Milwaukee, where he majored in accounting. He received his master's in finance from Marquette University. He lives in Pittsburgh, Pennsylvania. He spends free time volunteering at an animal rescue and going to the gym.

Office Location:
790 Holiday Drive, Pittsburgh, PA 15220
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Jan Geresti

Receptionist/Administrative Assistant

Jan joined our team at Wealth Management Partners, LLC, in October 2017.  Her current full-time position is receptionist/administrative assistant. Jan has a strong and versatile background in banking, business accounting, and office administration.  Jan has two sons and lives in Avella, Pennsylvania, where she enjoys gardening, cooking, spending time outdoors, and most important, spending time with her family and friends.