Meet Our Team
Our team members possess diverse skills and extensive professional and educational backgrounds to ensure
that our clients receive the best possible care.
President & CEO, Wealth Preservation Strategist
Jack Gelnak, JD, has devoted over 23 years to the financial services industry.
As a Wealth Preservation Strategist, Jack protects his clients’ wealth from erosion from long-term care expenses, inappropriate risk in his clients’ stock-market portfolios as well as protecting their wealth from government intrusion and potential family discord. Jack chose to focus on assisting seniors aged ’60-and-better’ to navigate through the complexities of their financial situation.
Wealth Preservation Strategist
In today's society, we are often overwhelmed with financial news and data. It is difficult for families to sift through all of this information and choose what is relevant to them. Anthony works with families over the long term providing them with specific recommendations while utilizing a comprehensive wealth management process. Anthony's background includes a bachelors degree from Fordham University, where he was a double major in Political Science and Sociology. Beginning at a young age, Anthony was exposed to investing by his father who is a Chartered Financial Analyst. His interests grew, and now Anthony helps individuals make smart decisions with their money. Anthony utilized his wealth management formula to help a select group of highly successful business owners and professionals for whom he can make the biggest impact. When Anthony engages with a client, he works with them to strategically invest their assets, mitigate taxes, help to care for their heirs, and make sure their assets aren't unjustly taken from disability, death or divorce. Anthony has a network of top professionals to help his clients maximize their probability of achieving what is most important to them.
Client Support Manager
Ursula Tobler was born and raised in Switzerland and has over 25 years of experience in a Tax and Probate Law Firm She also worked as Director of HR/Finances and Operations in a Law Corporation. Additionally, Ursula is a licensed insurance agent registered with the state of California. Ursula is meticulous in providing financial advisory support to our clients,
ensuring that their individual cases
are taken care of.
Wealth Preservation Strategist: Las Vegas Branch
Eric Krattiger is a licensed Real Estate Broker and licensed Mortgage Broker (Nevada). He is also a registered Mediator with the state of Nevada. Originally from California, Eric has worked as a realtor and financial adviser for over 25 years in the states of Oregon, California, and Nevada. Eric heads our
office in Las Vegas so that he can better serve our growing client base in that region.
Kristen has extensive administrative experience in financial services and higher education. She uses her experience in investor relations and the investment industry to assist the PWA team with administrative responsibilities, client communications and “white glove” client relationship management. She strives to make our clients lives easier by increasing organization and efficiency. Kristen’s approach goes well beyond dedication. She is intelligent, observant and proactive. “Surprise and delight” are often heard when our clients describe their experience with Kristen. She goes out of her way to make clients feel noticed and special and consistently exceeds expectations. With her background in higher education, she also enjoys working with families who are part of PWA’s college planning program. Kristen works out of the Boston office. She has a Master’s degree in International Studies and loves getting to know clients from around the world.
Client Relationship Manager
Vesselina graduated from the University of San Diego with a Bachelors degree in Marketing and an Associates in Business Administration. Her previous roles have always been customer service oriented and she carries out the responsibilities with her clients in mind. With marketing as her focus, she enjoys engaging with our clients and creating content to engage with them on a daily basis.