The Team

Roseville Wealth Management Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

David Weidman

David Weidman

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

Millersville University, Millersvile PA - B.A., Business, 1984

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Matthew J Wilson

Matthew J Wilson

Financial Advisor

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Designations

MSFS

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution

Education

Bachelor of Science in Consumer Affairs from Ohio State University

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Dane Burkholder

Dane Burkholder

Private Wealth Advisor

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Designations

CFP®, ChFC®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

Education

BS, Business Administration - Finance, Millersville University, Millersville, PA

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Todd M Rohrbaugh

Todd M Rohrbaugh

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

Penn State University, BA in Accounting

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Joseph L Baird

Joseph L Baird

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

B.B.A in Accounting, The Pennsylvania State University

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Andrew Barrick

Andrew Barrick

Financial Advisor

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Designations

CIMA®

Top Areas of Focus

  • Investment Management
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Education

Washington and Lee University - BA in History, 1997

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Scott Wilson

Scott Wilson

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investments

Education

Bachelor of Science in Business Administration from Kutztown University

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Andrew Hess

Andrew Hess

Financial Advisor

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Designations

AAMS®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments

Education

Bachelor of Science, Finance, Smeal College of Business - Penn State University

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James Lehman

James Lehman

Financial Advisor

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Designations

CFS®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management

Education

The Pennsylvania State University, Bachelors degree in Finance 2008-2012

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Our Staff

Vyotta Hawk, MS

Vyotta Hawk, MS

Practice Manager

Business Development Specialist
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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
  • Over 11 years industry experience
Olympia Wilson

Olympia Wilson

Client Service Coordinator

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Qualifications

  • Bachelor of Science in Marketing from York College of Pennsylvania
  • Over 15 years of industry experience
Jennifer Master

Jennifer Master

Client Service Coordinator

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Qualifications

  • 20 years of experience in the banking/financial services industry
Emily Yockey

Emily Yockey

Client Service Coordinator

Insurance Specialist
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Qualifications

  • Bachelor of Science in Business Management, Indiana University of Pennsylvania
  • PA Life & Health Insurance License

Roles & Responsibilities

  • 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 and enjoys the outdoors and sports.
Abigail Eisenhart

Abigail Eisenhart

Intern