Meet The Team
Our advisors, client service professionals, and support staff work together to provide education, guidance, and long-term service to help you pursue your financial goals with confidence.
Your Financial Professionals
-
George Snook, ChFEBC℠
SENIOR PARTNER
-
Jamie Thomas, ChFEBC℠
MANAGING PARTNER
-
Thomas Weber, ChFEBC℠
SENIOR ADVISOR
-
Zachary Sims
SENIOR PARTNER’S ASSOCIATE / ADVISOR
-
Trevor Leo
SENIOR PARTNER’S ASSOCIATE / ADVISOR
-
Cole Phillips
SENIOR PARTNER’S ASSOCIATE / ADVISOR
-
Domenick Snook, ChFEBC℠
ADVISOR
-
Liam Campbell
ADVISOR
-
Matthew Fitzgerald
ADVISOR
-
Zachary Hogentogler
ADVISOR
Your Client Service Team
-
![]()
Amanda Wolfe
DIRECTOR OF MARKETING AND CLIENT SERVICES
-
![]()
Justine Madonna
EXECUTIVE ASSISTANT TO GEORGE SNOOK
-
![]()
Jacob Favilla
EXECUTIVE ASSISTANT TO DOMENICK SNOOK
-
![]()
Emily Mowery
EXECUTIVE ASSISTANT TO LIAM CAMPBELL
-
![]()
Tammy Holler
EXECUTIVE ASSISTANT FOR ZACH H., MATT, AND DEREK
-
![]()
Amy Kramer, ChFEBC℠
CHIEF OPERATING OFFICER
-
![]()
Dalton Miller
CASE DESIGN CONSULTANT
-
![]()
Eric Leese
CASE DESIGN CONSULTANT
-
![]()
Madison Boyer
EX ASSISTANT TO ZACK AND CLIENT SVC. SPECIALIST
-
![]()
Mandeep Sing
CLIENT SERVICE MANAGER
-
![]()
Kaliyah McLeod
EX ASSISTANT TO TREVOR AND CLIENT SVC. SPECIALIST
-
![]()
Lori Borden, LUTCF®
PROCESSOR
-
![]()
Lynette Fiorenza, FPQP®
REGISTERED ASSOCIATE TO DEREK AND TOM
-
![]()
Jacob Louden
BUSINESS DEVELOPMENT CONSULTANT
-
![]()
Peyton Wolfe
CASE DESIGN MANAGER
-
![]()
Natalie Rocuskie
CLIENT RELATIONSHIP ASSOCIATE
-
![]()
Gracie Chirafisi-Reinke
EXECUTIVE ASSISTANT TO DOMENICK SNOOK
