EXPERIENCED TEAM

Certified Financial Planners

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

Partner, Senior Wealth Advisor

James K. Pollock, CFA

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Partner, Senior Wealth Advisor

Robert N. Pollock, Jr.

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Partner, Senior Wealth Advisor

Nicklaus M. Areddy, CFP®, CRPC®

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Paraplanner

Rory M. Brandon

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Administrative Assistant

Melinda Waltner

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Operations Specialist

Avence Snyder

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