The Wealth Management Team
Our partners have decades of experience in financial planning and they continually upgrade and enhance that experience through a rigorous program of continuing education conferences and coursework.
Monte Snider, ChFC®, LUTCF®, RICP®, CLU®
President
Wealth Advisor
Sheldon Sweeney, ChSNC®, ChFC®, RICP®, ABFP®
Wealth Advisor
Kam Sahota-Middleton, CFP™, CDFA®
Wealth Advisor
Chris Boisjolie
Director of Investments & Wealth Advisor
Wealth Advisor
Wealth Advisor
Heather Bush
Chief Operations Officer/ Chief Compliance Officer
Bob Kemper
Certified Public Accountant
Christina Junestam
Communications & Marketing Associate
Patrick Kowalcyzk, CFP®
Financial Planner
Alan Gursky
Case Design Specialist
Abby David
Senior Client Service Associate
Destri Fite
Client Service Associate
Nicole Ward
Client Service Associate
Rachel Podowski
Director of First Impressions