Ribbon Cutting/Open House: Wolf Financial Advisory

Join us as we celebrate Wolf Financial Advisory’s exciting expansion, new location and the appointment of their new President, Amanda Opulskas! Be among the first to tour their new space, meet their growing team, and hear firsthand about the future of Wolf Financial Advisory. Light refreshments will be served.

Event Details
Date: Monday, May 19, 2025
Time: 3:00 PM - 5:00 PM
Speaking Engagements Begin: 3:30 PM
Location: Wolf Financial Advisory, 206 Court Street, St. Joseph, MI

In case you missed it:

Wolf Financial Advisory’s CEO, Rob Wolf, is marking his 30th year in financial services by expanding operations and naming Amanda Opulskas as the company’s new President. Amanda has been with the firm since 2015, rising through the ranks to help lead the company into its next phase of growth.

We’re also thrilled to introduce members of our team, including Financial Advisors James Koenig, Sr., Michael Rock, and Sara Wolf, CFP®, who will be working at our new office location at 206 Court Street, which officially opened on March 3rd, 2025. It will serve as an additional hub for our growing wealth management team.

Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities.

Ribbon Cutting/Open House: Wolf Finan...

Date and Time

Monday May 19, 2025
3:00 PM - 5:00 PM EDT

Location

Wolf Financial Advisory
206 Court Street
St. Joseph, MI

Printed courtesy of www.smrchamber.com – Contact the Southwest Michigan Regional Chamber for more information.
811 Ship Street , St. Joseph, MI 49085 – (269) 932-4042 – info@smrchamber.com

Ribbon Cutting/Open House: Wolf Financial Advisory

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