Our advisors

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

David Weidman

CFP®

Financial Advisor

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

Matthew J Wilson

MSFS

Financial Advisor

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

Dane Burkholder

CFP®, CRPC®, APMA®

Private Wealth Advisor

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

Michael Hoffmann

CFP®, APMA®

Financial Advisor

Managing Partner of Roseville Wealth Management Group
Learn more about Michael Hoffmann Visit Michael Hoffmann's website
Susan Riley - Hayes, Private Wealth Advisor serving the Lancaster, PA area - Ameriprise Advisors

Susan Riley - Hayes

BFA, CRPC®, APMA®

Private Wealth Advisor

Chief Marketing Officer of Roseville Wealth Management Group
Learn more about Susan Riley - Hayes Visit Susan Riley - Hayes's website
Joseph L Baird, Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

Joseph L Baird

Financial Advisor

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

Thomas A Stickney

CFP®, MBA

Financial Advisor

Learn more about Thomas A Stickney Visit Thomas A Stickney's website
Scott M Stephan, Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

Scott M Stephan

Financial Advisor

Franchise Owner
Learn more about Scott M Stephan Visit Scott M Stephan's website
Robert Ronald Lloyd Jr, Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

Robert Ronald Lloyd Jr

CFP®, JD, APMA®

Financial Advisor

Learn more about Robert Ronald Lloyd Jr Visit Robert Ronald Lloyd Jr's website
Howard Victor Levy, Associate Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

Howard Victor Levy

MBA

Associate Financial Advisor

Learn more about Howard Victor Levy Visit Howard Victor Levy's website
Peter Levy, Private Wealth Advisor serving the Lancaster, PA area - Ameriprise Advisors

Peter Levy

ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Peter Levy Visit Peter Levy's website
Andrew Barrick, Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

Andrew Barrick

CIMA®, AIF®

Financial Advisor

Investment Manager
Learn more about Andrew Barrick Visit Andrew Barrick's website
Scott Wilson, Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

Scott Wilson

APMA®

Financial Advisor

Learn more about Scott Wilson Visit Scott Wilson's website
James Lehman, Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

James Lehman

CFP®, CFS®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Lehman Visit James Lehman's website
Alec Jones, Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

Alec Jones

AIF®, APMA®

Financial Advisor

Learn more about Alec Jones Visit Alec Jones's website
Abigail Eisenhart, Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

Abigail Eisenhart

APMA®

Financial Advisor

Financial Planning Specialist
Learn more about Abigail Eisenhart Visit Abigail Eisenhart's website
Jacob Mendoza, Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

Jacob Mendoza

CFP®

Financial Advisor

Learn more about Jacob Mendoza Visit Jacob Mendoza's website
Marisa DeHoff, Associate Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

Marisa DeHoff

APMA®

Associate Financial Advisor

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

Jeffrey D Reynolds

APMA®

Associate Financial Advisor

Learn more about Jeffrey D Reynolds Visit Jeffrey D Reynolds's website
John Li, Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

John Li

Financial Advisor

Learn more about John Li Visit John Li's website

Our 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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Wai Au

Wai Au

Investment Specialist

Qualifications

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

Shequetta Gatling

Shequetta Gatling

Client Service Coordinator

Allie Dettinger

Allie Dettinger

Intern

Elijah Workinger

Elijah Workinger

Intern

Nakhaiya Jacobs

Nakhaiya Jacobs

Intern