Ron Selik, CFP®
Ron Selik is president of Selik Wealth Management, Inc. Ron has been in the financial services industry since 1986 and has been providing financial planning services since 1989.
Kathleen has been handling all administrative duties for the office since she joined the team in April 2007. She is highly organized and detail oriented and uses those skills to assist the advisors with scheduling and preparing for...
Client Services Manager
Amy Skitzki is our Client Services Manager, she has been with the firm since 2006. Her responsibilities include managing client service needs and acting as a liaison between our office and the First Allied's offices in San Diego. Amy...
Client Service Assistant
Cassie Watson is our Client Service Assistant. She joined the firm in 2012. She is responsible for client services and assisting Ron on client portfolio analysis, completing proposals, model maintenance and updates. Cassie lives in...
CPA & Tax Preparer
John is our in-house CPA and tax preparer. John has been with Selik Wealth Management since early 2014. John as been a CPA since 1991 and earned his bachelor’s degree from the University of Michigan. He is the former auditor for the...