Roseville Wealth Management Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

David Weidman

David Weidman

CFP®

Financial Advisor

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

Matthew J Wilson

CFS®, MSFS

Financial Advisor

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

Dane Burkholder

CFP®, ChFC®, CRPC®, APMA®

Private Wealth Advisor

Managing Partner of Roseville Wealth Management Group
Visit Dane Burkholder's website
Todd M Rohrbaugh

Todd M Rohrbaugh

CPA

Financial Advisor

Managing Partner of Roseville Wealth Management Group
Visit Todd M Rohrbaugh's website
Joseph L Baird

Joseph L Baird

Financial Advisor

Franchise Owner
Visit Joseph L Baird's website
Thomas A Stickney

Thomas A Stickney

CFP®, MBA

Private Wealth Advisor

Visit Thomas A Stickney's website
Scott M Stephan

Scott M Stephan

APMA®

Financial Advisor

Franchise Owner
Visit Scott M Stephan's website
Peter Levy

Peter Levy

ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
Visit Peter Levy's website
Howard Victor Levy

Howard Victor Levy

MBA

Associate Financial Advisor

Visit Howard Victor Levy's website
Andrew Barrick

Andrew Barrick

CIMA®, AIF®

Financial Advisor

Investment Manager
Visit Andrew Barrick's website
Scott Wilson

Scott Wilson

APMA®

Financial Advisor

Visit Scott Wilson's website
James Lehman

James Lehman

CFS®, CRPC®, APMA®

Financial Advisor

Financial Planning Specialist
Visit James Lehman's website
Abigail Eisenhart

Abigail Eisenhart

Financial Advisor

Financial Planning Specialist
Visit Abigail Eisenhart's website
Jacob Mendoza

Jacob Mendoza

CFP®

Financial Advisor

Visit Jacob Mendoza's website
Marisa DeHoff

Marisa DeHoff

Associate Financial Advisor

Visit Marisa DeHoff's website

Team

Vyotta Hawk, MS

Vyotta Hawk, MS

Operations Director,

Business Development Specialist

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
  • Over 13 years of industry experience
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Michelle Schultz, CPA

Michelle Schultz, CPA

Operations Specialist

Qualifications

  • CPA
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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 husband Scott and their son.

Qualifications

  • Bachelor of Science in Marketing from York College of Pennsylvania
  • Over 20 years of industry experience
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Jennifer Master

Jennifer Master

Client Service Coordinator

Personal Intro

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

She lives in E. Petersburg with her husband George and is mom to Ryan, Brandon and Kendall, Mimi to Abigail.

Qualifications

  • Over 20 years banking/financial services industry experience
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Susan Barnes

Susan Barnes

Client Service Coordinator

Emily Strayer

Emily Strayer

Client Service Coordinator,

Insurance Specialist

Personal Intro

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

She lives in Harrisburg with her husband Dan, her step-daughter Emily and their dog Bane.

Qualifications

  • Bachelor of Science in Business Management, Indiana University of Pennsylvania
  • PA Life & Health Insurance License
  • 5 yrs industry experience
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M. Jane Lantz

M. Jane Lantz

Client Service Coordinator

Jeffrey Reynolds

Jeffrey Reynolds

Financial Planning Specialist

Personal Intro

Jeffrey will be starting his senior year at Temple University in the fall.
He's a graduate of Northeastern High School and enjoys supporting our financial planning team.

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Allie Dettinger

Allie Dettinger

Intern

Cody Southivong

Cody Southivong

Intern