WMS Partners is pleased to announce the following promotions:
Alex Aitken promoted to the role of Senior Client Service Associate. Alex is a Financial Paraplanner Qualified Professional (FPQP®) and a key member of the service team at WMS Partners. Alex has over seven years of industry experience and is a graduate of the Metropolitan State University of Denver.
Gosia Elashmawy promoted to the role of Senior Financial Advisor. Gosia started her career at WMS Partners in 2011 as one of the first members of our internship program. In her 12 years at WMS, Gosia has worked in every department at the firm and is now focused on leading client relationships as well as employee education for the firm. She leads our Financial Planning Committee and is a member of our Tax Committee and our Diversity, Equity and Inclusion Committee. In addition to her promotion, Gosia was named a shareholder in 2023. Gosia is a graduate of Johns Hopkins University and is a Certified Financial Planner™.
Tammy Galusky promoted to the role of Client Onboarding Coordinator. Tammy joined WMS in 2017 as a Client Service Associate and in that time she has been integral in serving our client families. She has been a change agent for the firm always focused on improving our client experience. In her new role, Tammy will oversee the onboarding of new client families joining WMS Partners. She is a member of our Charitable Committee. Tammy is currently finishing her degree at the University of Baltimore and is passionate about giving back to the community.
Paul Ha promoted to the role of Associate Advisor. Paul is a rising star on our Advisory team supporting advisors in all aspects of our day-to-day client service. He has been instrumental in creating several new processes for the firm and is a member of our Real Estate and Insurance Committees. Paul graduated from Wheaton College.
Claire Huppert promoted to the role of Associate Advisor. Claire has been moving up our career path at a rapid pace and provides support to clients and advisors in all aspects of our day-to-day client service. Claire is a graduate of the University of Maryland where she was a Maryland Delegate Scholarship Recipient.
Bryan Seger promoted to Private Investment Operations Manager. In his short tenure at WMS, Bryan has made a tremendous impact in helping to support the rapid growth of our Private Investment platform. Bryan works closely with our advisors, investment and operations teams to help support our client portfolios. Bryan is a graduate of Towson University.
Please join us in congratulating our colleagues on their well deserved promotions.
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