Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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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.
Series 7
Series 66
PA Life, Accident & Health
Accredited Portfolio Management Advisor (APMA)
Olympia is primarily responsible for ensuring best-in-class client service and the smooth operation of the practice's York office location.
25 years of industry experience.
Bachelor of Science in Marketing from York College of Pennsylvania.
Brittany supports Advisor David Dowden in our Niceville, FL location. She has 6 years of experience in the financial services industry and lives with her husband Brandyn and their three children in Crestview.
6 years of industry experience.
To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.
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