Roseville Wealth Management Group

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

David Weidman, Financial Advisor serving the York, PA area - Ameriprise Advisors

David Weidman

CFP®

Financial Advisor

Managing Director of Roseville Wealth Management Group
Visit David Weidman's website
Matthew J Wilson, Financial Advisor serving the York, PA area - Ameriprise Advisors

Matthew J Wilson

MSFS

Financial Advisor

Managing Director of Roseville Wealth Management Group
Visit Matthew J Wilson's website
Dane Burkholder, Private Wealth Advisor serving the York, PA area - Ameriprise Advisors

Dane Burkholder

CFP®, CRPC®, APMA®

Private Wealth Advisor

Managing Partner of Roseville Wealth Management Group
Visit Dane Burkholder's website
Michael Hoffmann, Financial Advisor serving the York, PA area - Ameriprise Advisors

Michael Hoffmann

CFP®, APMA®

Financial Advisor

Managing Partner of Roseville Wealth Management Group
Visit Michael Hoffmann's website
Susan Ramirez, Private Wealth Advisor serving the York, PA area - Ameriprise Advisors

Susan Ramirez

BFA, CRPC®, APMA®

Private Wealth Advisor

Chief Marketing Officer of Roseville Wealth Management Group
Visit Susan Ramirez's website
Joseph L Baird, Financial Advisor serving the York, PA area - Ameriprise Advisors

Joseph L Baird

Financial Advisor

Franchise Owner
Visit Joseph L Baird's website
Thomas A Stickney, Financial Advisor serving the York, PA area - Ameriprise Advisors

Thomas A Stickney

CFP®, MBA

Financial Advisor

Visit Thomas A Stickney's website
Robert Ronald Lloyd Jr, Financial Advisor serving the York, PA area - Ameriprise Advisors

Robert Ronald Lloyd Jr

CFP®, JD, APMA®

Financial Advisor

Visit Robert Ronald Lloyd Jr's website
Scott Wilson, Financial Advisor serving the York, PA area - Ameriprise Advisors

Scott Wilson

APMA®

Financial Advisor

Visit Scott Wilson's website
John Li, Financial Advisor serving the York, PA area - Ameriprise Advisors

John Li

Financial Advisor

Visit John Li's website
Andrew Barrick, Financial Advisor serving the York, PA area - Ameriprise Advisors

Andrew Barrick

CIMA®, AIF®

Financial Advisor

Investment Manager
Visit Andrew Barrick's website
James Lehman, Financial Advisor serving the York, PA area - Ameriprise Advisors

James Lehman

CFP®, CFS®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Lehman's website
Jacob Mendoza, Financial Advisor serving the York, PA area - Ameriprise Advisors

Jacob Mendoza

CFP®

Financial Advisor

Visit Jacob Mendoza's website
Alec Jones, Financial Advisor serving the York, PA area - Ameriprise Advisors

Alec Jones

AIF®, APMA®

Financial Advisor

Visit Alec Jones's website
Abigail Eisenhart, Financial Advisor serving the York, PA area - Ameriprise Advisors

Abigail Eisenhart

APMA®

Financial Advisor

Financial Planning Specialist
Visit Abigail Eisenhart's website
Marisa DeHoff, Associate Financial Advisor serving the York, PA area - Ameriprise Advisors

Marisa DeHoff

APMA®

Associate Financial Advisor

Visit Marisa DeHoff's website
Jeffrey D Reynolds, Associate Financial Advisor serving the York, PA area - Ameriprise Advisors

Jeffrey D Reynolds

APMA®

Associate Financial Advisor

Visit Jeffrey D Reynolds's website

Team

Vyotta Hawk, MS

Vyotta Hawk, MS

Operations Director

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

Business Development Manager

Qualifications

  • CPA
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Jeremy Franck

Jeremy Franck

Business Development Specialist

Personal Intro

Graduated from Lebanon Valley College with a bachelor’s degree in accounting and business administration. Spent five years in public accounting focusing on small business and individual taxation with a niche in agriculture. Coaches high school football at Ephrata Enjoys taking trips to the beach & watching sports Married to my high school sweetheart, Aarin, we have one son, Jerin and also have goldendoodle, Dory.

Qualifications

  • Bachelor's Degree in Accounting and Business Administration, Lebanon Valley College
  • Five years public accounting experience
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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

M. Jane Lantz

M. Jane Lantz

Client Service Coordinator

Allie Dettinger

Allie Dettinger

Intern

Elijah Workinger

Elijah Workinger

Intern

Nakhaiya Jacobs

Nakhaiya Jacobs

Intern