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 together to serve your goals and help you meet your financial future with more confidence.


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

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Advisors

David Weidman

CFP®

Financial Advisor

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

Matthew J Wilson

MSFS

Financial Advisor

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

Dane Burkholder

CFP®, ChFC®, CRPC, APMA

Private Wealth Advisor

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

Michael Hoffmann

CFP®, APMA

Financial Advisor

Managing Partner of Roseville Wealth Management Group
Visit Michael Hoffmann's website

Thomas A Stickney

MBA, CFP®

Financial Advisor

Visit Thomas A Stickney's website

Robert Ronald Lloyd Jr

CFP®, JD, APMA

Financial Advisor

Visit Robert Ronald Lloyd Jr's website

Scott Wilson

APMA

Financial Advisor

Visit Scott Wilson's website

Andrew Barrick

CIMA®, AIF®

Financial Advisor

Investment Manager
Visit Andrew Barrick's website

James Lehman

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Lehman's website

Jacob Mendoza

CFP®

Financial Advisor

Visit Jacob Mendoza's website

Alec Jones

AIF®, APMA

Financial Advisor

Visit Alec Jones's website

Abigail Lee Myer

Financial Advisor

Financial Planning Specialist
Visit Abigail Lee Myer's website

Marisa DeHoff

APMA

Financial Advisor

Visit Marisa DeHoff's website

Jeffrey D Reynolds

CFP®

Financial Advisor

Visit Jeffrey D Reynolds's website

Cole M Brillhart

APMA

Financial Advisor

Visit Cole M Brillhart'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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Wai Au, APMA(R)

Wai Au, APMA(R)

Investment Specialist

Qualifications

  • Penn State University, Harrisburg, PA - B.S., Finance, minor, Applied Economics
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Allie Dettinger

Allie Dettinger

Operations Specialist

Susan Barnes

Susan Barnes

Client Service Coordinator

M. Jane Lantz

M. Jane Lantz

Client Service Coordinator

Shequetta Gatling

Shequetta Gatling

Client Service Coordinator

Nakhaiya Jacobs

Nakhaiya Jacobs

Operations Specialist