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 administrative 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 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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Carla Ward

Receptionist/Client Service Specialist

Carla joined the Wealth Management Partners staff in August 2015, bringing with her many years of administrative experience working with insurance and investment firms. She holds an associate's in specialized business from Duff’s Business Institute. Away from the office, she enjoys spending time with her family and friends, baking, traveling, and exercising.

Office Location:
790 Holiday Drive, Pittsburgh, PA 15220
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Laurie R. Williamson, CPA, MST, CFP®

Wealth Planning Consultant

Laurie serves as a Wealth Planning Consultant at Wealth Management Partners, LLC. She brings more than 30 years of public accounting and industry experience to Wealth Management Partners. In her new role, she supports our advisor staff and assists with the development of financial planning, with a focus on retirement planning, social security options, elder care alternatives, education funding, and estate administration strategies
 
Previously, Laurie served as senior tax manager at Holsinger PC for 20 years and worked in both public accounting and private industry. She earned bachelor’s degrees in mathematics and accounting from Bethany College and Wheeling Jesuit University, respectively, and a master’s in taxation from Robert Morris University. She holds both Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ certifications and is a member of the American and Pennsylvania Institutes of Certified Public Accountants.

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

Director of Investment Services

Jason joined Wealth Management Partners, LLC, as director of investment services in August 2015. Prior to joining Wealth Management Partners, LLC, Jason spent 14 years in the financial services industry acting in a diverse range of roles and responsibilities.

Jason is a Chartered Financial Analyst® and maintains FINRA Series 7, 63, and 66 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 Shadyside, Pennsylvania. His hobbies include sports, cooking, snowboarding, and cycling.

Office Location:
790 Holiday Drive, Pittsburgh, PA 15220
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