Team
How We Work
Our path to serving others comes from a deeply personal place.
Marlo’s journey into this profession began with a personal experience — seeing firsthand how overwhelming important financial decisions can be for loved ones trying to plan for the future. That insight continues to shape how we approach our work as a team today.
By combining real-world experience with practical financial knowledge, our goal is simple: to help people feel more confident, supported, and in control of their financial lives.
Over the years, we’ve built a reputation for making financial concepts easy to understand — and even easier to apply. We’re proud to serve the Erie community and beyond—and we remain dedicated to building lasting, meaningful relationships with every client we serve.
Katlynn Machalinski
Executive Personal Assistant
katie.machalinski@osaicwealth.com
Katie was born and raised in Erie, PA, and graduated from Villa Maria Academy in 2011 before continuing her education at Robert Morris University. She has spent the past five years working as an Executive Personal Assistant, where she...
Marlo Machalinski
Owner/President
marlo.machalinski@osaicwealth.com
Born and raised in Erie, PA, Marlo is proud to serve the community she has always called home. As a Wealth Manager, Marlo partners with clients of all ages to help them gain confidence in their financial future. She provides personalized...