Broker Check

About Us

Meet the team! 
A Team Committed
To Your Success

Our OSJ team is dedicated to supporting you, the advisor, so you can concentrate on what truly matters—serving your clients. We strive to reduce the “noise” and streamline processes, ensuring that you have the tools and resources needed to enhance your results. With our expertise and commitment, we're here to make your work easier and more efficient, allowing you to focus on delivering exceptional service.

Our Team 
Meet Your OSJ Team

Our OSJ team provides comprehensive support to financial advisors, offering expertise in operations, compliance, business development, and succession planning to help them grow and manage their practices with confidence. With decades of industry experience and a deep understanding of the financial landscape, we serve as a trusted resource, ensuring advisors have the tools, guidance, and community needed to succeed.

OSJ

Rob Santoriello

Rob Santoriello

CEO / Chariman

916-932-4101

Abby Ronnebeck

Abby Ronnebeck

Chief Operating Officer

206-402-9752

Nicholas McEvoy

Nicholas McEvoy

President

(402) 482-3655

Emily Kestler

Emily Kestler

Chief Advisor Success Officer

916-932-4101

Joel Hemmings

Joel Hemmings

Director of Growth

916-932-4101

Mike Bogseth

Mike Bogseth

Head of Wealth Management & Supervision

916-932-4101

Chris Fletcher

Chris Fletcher

Supervision Analyst

916-932-4101

Alissa Couchman

Alissa Couchman

Head of Advisor Support

916-932-4101

Mitch Smith

Mitch Smith

Senior Advisor Support Associate

916-932-4101

Jeni Moneymaker

Jeni Moneymaker

Advisor Support Associate

916-932-4101

Blanca Gomez

Blanca Gomez

Senior Advisor Support Associate

916-932-4101

Kathryn Christensen

Kathryn Christensen

Registered Office Assistant/Assistant to Rob Santoriello

916-932-4101

Meet Our Advisors

Advisors

Christa Varda

Christa Varda

Financial Professional

Ercilia Donnelly

Ercilia Donnelly

Financial Professional

Jakob Hollingshaus

Jakob Hollingshaus

Financial Professional

John Joyce

John Joyce

Financial Professional

Kevin Harback

Kevin Harback

Financial Professional

Megan Voelker

Megan Voelker

Financial Professional

Samuel Galatioto

Samuel Galatioto

Financial Professional

Contact Us 
We Want to Hear
From You

We believe in building real partnerships, not making hard sales. If you're a financial advisor looking for the right support, resources, and community to grow your practice, we’d love to hear from you. Whether you’re exploring new opportunities or just curious about how we can help, let’s have a no-pressure conversation. Reach out today to learn how Iron Point can provide the guidance, tools, and network you need to take your business to the next level—on your terms.

Thank you!
Oops!