Roseville Wealth Management Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Roseville Wealth Management Group
Team photo for Roseville Wealth Management Group

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Advisors

Advisor photo for David Weidman

David Weidman

CFP®

Financial Advisor

Managing Director of Roseville Wealth Management Group
Visit David Weidman's website
Advisor photo for Matthew J Wilson

Matthew J Wilson

MSFS

Financial Advisor

Managing Director of Roseville Wealth Management Group
Visit Matthew J Wilson's website
Advisor photo for Dane Burkholder

Dane Burkholder

CFP®, ChFC®, CRPC, APMA®

Private Wealth Advisor

Managing Partner of Roseville Wealth Management Group
Visit Dane Burkholder's website
Advisor photo for Scott M Stephan

Scott M Stephan

AWMA®

Financial Advisor

Franchise Owner
Visit Scott M Stephan's website
Advisor photo for Robert Ronald Lloyd Jr

Robert Ronald Lloyd Jr

CFP®, JD, APMA®

Financial Advisor

Visit Robert Ronald Lloyd Jr's website
Advisor photo for Andrew Barrick

Andrew Barrick

CIMA®, AIF®

Financial Advisor

Investment Manager
Visit Andrew Barrick's website
Advisor photo for Scott Wilson

Scott Wilson

APMA®

Financial Advisor

Visit Scott Wilson's website
Advisor photo for James Lehman

James Lehman

CFP®, CFS®, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit James Lehman's website
Advisor photo for Alec Jones

Alec Jones

CFP®, AIF®, APMA®

Financial Advisor

Visit Alec Jones's website
Advisor photo for Jacob Mendoza

Jacob Mendoza

CFP®

Financial Advisor

Visit Jacob Mendoza's website
Advisor photo for Marisa DeHoff

Marisa DeHoff

CFP®, APMA®

Financial Advisor

Visit Marisa DeHoff's website
Advisor photo for Jeffrey D Reynolds

Jeffrey D Reynolds

CFP®, APMA®

Financial Advisor

Visit Jeffrey D Reynolds's website
Advisor photo for Zachary Seabolt

Zachary Seabolt

CRPC, APMA®, CMFA®

Financial Advisor

Visit Zachary Seabolt's website
Advisor photo for Cole M Brillhart

Cole M Brillhart

CFP®, APMA®

Financial Advisor

Visit Cole M Brillhart's website
Advisor photo for Allie Dettinger

Allie Dettinger

APMA®

Financial Advisor

Financial Planning Specialist
Visit Allie Dettinger's website
Advisor photo for David Dowden

David Dowden

APMA®

Financial Advisor

Visit David Dowden's website
Advisor photo for Kevin Meserve

Kevin Meserve

MS, APMA®

Financial Advisor

Visit Kevin Meserve's website


Team

Vyotta Hawk, MS, APMA®

Vyotta Hawk, MS, APMA®

Operations Director,

Chief Operating Officer of Roseville Wealth Management Group

Personal Intro

Vyotta(pronounced yada) is primarily responsible for ensuring best-in-class client service and the smooth operation of the practice. She is also responsible for leading business development and practice growth initiatives.

She lives in York, PA, with her husband Shawn, their son Crosby, and their dogs Leo and Jack-Jack.

Qualifications

  • Master of Science in Leadership and Business Ethics from Duquesne University
  • Bachelor of Science in Business Administration from Central Pennsylvania College
  • Series 7
  • Series 66
  • PA Life & Health Insurance License
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Michelle Schultz, CPA

Michelle Schultz, CPA

Business Development Manager

Qualifications

  • CPA
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Wai Au, APMA®

Wai Au, APMA®

Investment Specialist

Qualifications

  • Penn State University, Harrisburg, PA - B.S., Finance, minor, Applied Economics
  • Series 7

  • Series 66

  • PA Life, Accident & Health

  • Accredited Portfolio Management Advisor (APMA)

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M. Jane Lantz

M. Jane Lantz

Client Service Coordinator

Shequetta Gatling

Shequetta Gatling

Client Service Coordinator

Nakhaiya Jacobs

Nakhaiya Jacobs

Operations Specialist

Brittany Colonna

Brittany Colonna

Client Service Coordinator

Personal Intro

Brittany supports Advisor David Dowden in our Niceville, FL location. She has 6 years of experience in the financial services industry and lives with her husband Brandyn and their three children in Crestview.

Qualifications

  • 6 years of industry experience.

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Melanie Olsen-Simon CFP, ChFC

Melanie Olsen-Simon CFP, ChFC

Financial Planning Analyst

Olympia Wilson

Olympia Wilson

Client Service Coordinator

Personal Intro

Olympia is primarily responsible for ensuring best-in-class client service and the smooth operation of the practice's York office location.

She lives in York with her son Niko and their dog Spokey!

Qualifications

  • 25 years of industry experience.

  • Bachelor of Science in Marketing from York College of Pennsylvania.

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Sander Sahaydak

Sander Sahaydak

Operations Specialist