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

Michael Snyder

CRPC

Private Wealth Advisor

Managing Director
Learn more about Michael Snyder Visit Michael Snyder's website

David Snyder

CFP®

Financial Advisor

Managing Director
Learn more about David Snyder Visit David Snyder's website

Carla Wamba

Registered Practice Associate

Learn more about Carla Wamba Visit Carla Wamba's website

Chris Geiling

Financial Advisor

Vice President
Learn more about Chris Geiling Visit Chris Geiling's website

Colin Rath

Financial Advisor

Vice President
Learn more about Colin Rath Visit Colin Rath's website

Daniel Harper

Financial Advisor

Managing Director
Learn more about Daniel Harper Visit Daniel Harper's website


Our team

Catherine Biddulph

Catherine Biddulph

Client Service Associate

Qualifications

  • Series 7, 65, Life & Health
  • Series 7, 65, Life & Health
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