Meet The Team

 

1 / 7

Meet The Team

2 / 7

Meet The Team

Robert L. Koscik, MBA

Rob, as the leader of our investment group, brings 26 years of experience. Rob learned his craftwhile attaining an MBA from Xavier University in 1997 in Finance and during Executive stints atboth Fidelity Investments and Charles Schwab. Rob was a Corporate Director with Fidelity anda Vice President with Charles Schwab. Rob attained his Investment Series Licenses 6, 7, 8, 9,10, 63, 65, mortgage, and Insurance licenses over his career.

Rob started up our investment division in 2005, and our footprint in the community has enjoyedrapid growth. The Division has built a clientele base of over 375 families of which Rob not onlyis responsible for overseeing the management of all assets, but he also services 85 of ourclients.

Registered Representative and Financial Advisor of Park Avenue Securities LLC and Financial Representative of The Guardian Life InsuranceCompany of America. 

Joel A. Estes, CFP®

Joel joined the team in 2009 as an Account Executive and Client Relationship Manager. Joeldirectly oversees over 125 individual client relationships, bringing his expertise to the table as aCERTIFIED FINANCIAL PLANNER™. Joel has a passion to help individuals dream, define, andachieve their financial goals. Joel also heads up our Corporate Retirement Plans Division whichoversees over 20 corporate plans.

3 / 7

Meet The Team

Joel achieved his Bachelor of Arts Degree in Accounting from Cedarville University in 2003. Heimmediately got to work within the financial services industry. Joel obtained rights to use theCFP® designation in 2008 through intense training and passing the rigorous proficiencyexamination, and continues to meet the ongoing education requirements.

Joel resides in Dayton with his wife, Leah, and their 4 children.

Registered Representative and Financial Advisor of Park Avenue Securities LLC and Financial Representative of The Guardian Life InsuranceCompany of America.

Matthew Ringle

Matt joined our team in 2016 as a New Business Development & Client Relationship Manager.Matt is a graduate of the University of Cincinnati Lindner College of Business with degrees inFinance and Accounting. He also achieved his Masters of Science in Financial Investmentsfrom the University of Cincinnati in 2019.

Matt has a passion for helping people establish their financial goals and strives to make surethat Clients' and their families' futures come first.

4 / 7

Meet The Team

Matt and his wife, Morgan married in 2019, and reside in Franklin.

Registered Representative and Financial Advisor of Park Avenue Securities LLC

Jennifer Cyrus 

Jenny serves as Vice President & Director of Operations. Prior to this promotion, she joined theDLAK team in 2018 as Office Manager for both our West Chester and Dayton offices. Jenny is agraduate of the University of Cincinnati Lindner College of Business with degrees inManagement and Marketing.

Jenny has over 25 years of management experience and brings with her a strong background inmanaging services and client relationships. For many of you, she will become an integral part ofyour relationship with your DLAK Financial Advisor with responsibilities in supporting yourrelationship.

 

Alex Williams

5 / 7

Meet The Team

Alex Williams joined DLAK Wealth Advisors in 2020 and currently serves as a Senior ServiceClient Representative for the firm. Alex graduated Magna Cum Laude from Valparaiso University in 2015 with a Bachelor ofScience in Business Administration in Finance and a Bachelor of Arts in Economics. Alex is alsoa CFA® Exam Level III Candidate in the CFA® program. Alex is a resident of Ludlow, Kentucky, where he lives with his wife, Emmy. You will often findAlex out playing golf, behind the grill, at sporting events, or out supporting local business in theCincinnati Metropolitan Area.   Danielle Koscik

Danielle has been the daughter of Rob Koscik for more than 20 years, since 1999.  Since then,she has flourished.  All kidding aside, Danielle is a Junior at Hofstra University on Long Island,NY.  She is studying Broadcast Journalism where she is on the school's radio and TV stations. Besides helping out DLAK during the summer, she moderates and edits DLAK's market updatevideos.  Most of you do not know that DLAK is an acronym for Danielle Louise Ann Koscik.

 

 

 

6 / 7

Meet The Team

 

Check the background of our investment professionals on FINRA’s BrokerCheck .

 

7 / 7