EXPERIENCED TEAM

Certified Financial Planners

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

Partner, Senior Wealth Advisor

Robert N. Pollock, Jr.

Executive Chairman

Andrew Rosen, CFP®, CEP®

Partner, Senior Wealth Advisor

Nicklaus M. Areddy, CFP®, CRPC®

Chief Compliance Officer, Senior Wealth Advisor, Senior Partner

David P. Levy, CFP®

Wealth Advisor

Jonathan Williams

Senior Wealth Advisor

Thomas Ervin, CFP®, CTS™

Senior Wealth Advisor

Max Berger, CFP®, MBA

Senior Wealth Advisor, Senior Partner

Kyle Hill, CFP®

Senior Wealth Advisor

Peter Hackenbrack, TPCP®, CRPC®, AIF®

Senior Wealth Advisor

Clark Schweitzer, CFP®