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.



Our advisors

Advisor photo for David Weidman

David Weidman

CFP®

Financial Advisor

Managing Director of Roseville Wealth Management Group
Learn more about David Weidman Visit David Weidman's website
Advisor photo for Matthew J Wilson

Matthew J Wilson

MSFS, CFS®

Financial Advisor

Managing Director of Roseville Wealth Management Group
Learn more about Matthew J Wilson Visit Matthew J Wilson's website
Advisor photo for Dane Burkholder

Dane Burkholder

CFP®, ChFC®, CRPC, APMA

Private Wealth Advisor

Managing Partner of Roseville Wealth Management Group
Learn more about Dane Burkholder Visit Dane Burkholder's website
Advisor photo for Michael Hoffmann

Michael Hoffmann

CFP®, CFS®, APMA

Financial Advisor

Managing Partner of Roseville Wealth Management Group
Learn more about Michael Hoffmann Visit Michael Hoffmann's website
Advisor photo for Susan Ramirez

Susan Ramirez

BFA, CRPC, APMA

Private Wealth Advisor

Chief Marketing Officer of Roseville Wealth Management Group
Learn more about Susan Ramirez Visit Susan Ramirez's website
Advisor photo for Robert J Cleary

Robert J Cleary

CFP®, APMA, CRPC, CLTC®, CMFC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robert J Cleary Visit Robert J Cleary's website
Advisor photo for Thomas A Stickney

Thomas A Stickney

CFP®, MBA

Financial Advisor

Learn more about Thomas A Stickney Visit Thomas A Stickney's website
Advisor photo for Scott M Stephan

Scott M Stephan

APMA

Financial Advisor

Franchise Owner
Learn more about Scott M Stephan Visit Scott M Stephan's website
Advisor photo for Robert Ronald Lloyd Jr

Robert Ronald Lloyd Jr

CFP®, JD, APMA

Financial Advisor

Learn more about Robert Ronald Lloyd Jr Visit Robert Ronald Lloyd Jr's website
Advisor photo for Howard Victor Levy

Howard Victor Levy

MBA

Associate Financial Advisor

Learn more about Howard Victor Levy Visit Howard Victor Levy's website
Advisor photo for Peter Levy

Peter Levy

ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Peter Levy Visit Peter Levy's website
Advisor photo for Andrew Barrick

Andrew Barrick

CIMA®, AIF®

Financial Advisor

Investment Manager
Learn more about Andrew Barrick Visit Andrew Barrick's website
Advisor photo for Scott Wilson

Scott Wilson

APMA

Financial Advisor

Learn more about Scott Wilson Visit Scott Wilson's website
Advisor photo for James Lehman

James Lehman

CFP®, CFS®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Lehman Visit James Lehman's website
Advisor photo for Alec Jones

Alec Jones

AIF®, APMA

Financial Advisor

Learn more about Alec Jones Visit Alec Jones's website
Advisor photo for Abigail Lee Myer

Abigail Lee Myer

Financial Advisor

Financial Planning Specialist
Learn more about Abigail Lee Myer Visit Abigail Lee Myer's website
Advisor photo for Jacob Mendoza

Jacob Mendoza

CFP®

Financial Advisor

Learn more about Jacob Mendoza Visit Jacob Mendoza's website
Advisor photo for Marisa DeHoff

Marisa DeHoff

APMA

Financial Advisor

Learn more about Marisa DeHoff Visit Marisa DeHoff's website
Advisor photo for Jeffrey D Reynolds

Jeffrey D Reynolds

CFP®

Financial Advisor

Learn more about Jeffrey D Reynolds Visit Jeffrey D Reynolds's website
Advisor photo for Zachary Seabolt

Zachary Seabolt

CRPC, APMA

Financial Advisor

Learn more about Zachary Seabolt Visit Zachary Seabolt'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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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

Nathalia Grimm

Nathalia Grimm

Client Service Coordinator

Personal Intro

Nathalia (pronounced na-tahli-a) Grimm has been interning with our practice for the last few years and has officially joined as your Client Service Coordinator for Roseville Wealth Management Group Southeast. In her spare time, Nathalia and Leo, her husband, enjoy traveling the globe, but not for too long as they cannot be away from their furry babies, Westie Lola (9 years old) and IG Ellijay (4 years old).

Roles & Responsibilities

  • Nathalia is your primary contact in addition to your Financial Advisors, Susan Ramirez, and Zachary Seabolt, for all calendaring and/or operational questions for the Southeast offices.
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Brittany Colonna

Client Service Coordinator

Personal Intro

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.

Qualifications

  • 6 years of industry experience.

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Nakhaiya Jacobs

Nakhaiya Jacobs

Intern

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 son Niko and their dog Spokey!

Qualifications

  • 25 years of industry experience.

  • Bachelor of Science in Marketing from York College of Pennsylvania.

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Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.