EXPERIENCED TEAM

Certified Financial Planners

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

Partner, Senior Wealth Advisor

Nicklaus M. Areddy, CFP®, CRPC®

Operations Specialist

Avence Snyder

Partner, Senior Wealth Advisor

James K. Pollock, CFA

Paraplanner

Levi May

Wealth Advisor

Jonathan Williams

Paraplanner

Casey Yates