Charlet, Vandersnick and Associates

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

close

Team photo for Charlet, Vandersnick and Associates
Team photo for Charlet, Vandersnick and Associates

View Larger


Advisors

Advisor photo for Richard Charlet

Richard Charlet

CFP®, CLU®, ChFC®, CFA®, RICP®

Private Wealth Advisor

Chartered Financial Analyst®
Visit Richard Charlet's website
Advisor photo for Tricia Lynn Vandersnick

Tricia Lynn Vandersnick

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Tricia Lynn Vandersnick's website


Team

Caitlyn Hoffman

Office Manager

Aleesha Shawgo

Client Service Specialist