EXPERIENCED TEAM

Certified Financial Planners

From our corporate team to your local office, we’re all here to serve you.

Operations Specialist

Avence Snyder

Partner, Senior Wealth Advisor

James K. Pollock, CFA

Paraplanner

Levi May

Wealth Advisor

Jonathan Williams

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Casey Yates

Chief Investment Officer

Scott Lavelle, CFA, CAIA, FRM