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 and Wealth Advisor
Wealth Advisor
Sheldon Sweeney, ChSNC®, ChFC®, RICP®, ABFP®
Wealth Advisor
Wealth Advisor
Heather Bush
Chief Operations Officer/ Chief Compliance Officer
Alan Gursky
Case Design Specialist
Bob Kemper
Certified Public Accountant
Christina Junestam
Communications & Marketing Associate
Chris Boisjolie
Senior Client Service Associate, Investment & Trading Specialist
Destri Fite
Director of First Impressions
Patrick Kowalcyzk
Financial Planner
Abby David
Client Service Associate