Our advisors

JT Carradice

CFP®, CRPC, AWMA℠

Private Wealth Advisor

Chief Executive Officer of Carradice Wealth Advisors
Learn more about JT Carradice Visit JT Carradice's website

Timothy McCleerey

CRPC

Financial Advisor

Learn more about Timothy McCleerey Visit Timothy McCleerey's website

Rob Schneider

MBA, CFP®, CRPC, APMA

Financial Advisor

Investment Specialist
Learn more about Rob Schneider Visit Rob Schneider's website

Hallett Gates

MBA, APMA

Financial Advisor

Learn more about Hallett Gates Visit Hallett Gates's website

Matthew V Poteete

APMA, CAP®

Financial Advisor

Learn more about Matthew V Poteete Visit Matthew V Poteete's website

Lisa Johnson

MBA, APMA

Associate Financial Advisor

Learn more about Lisa Johnson Visit Lisa Johnson's website


Our team

Patricia Ball

Patricia Ball

Operations Specialist

Personal Intro

Patricia has been a military wife for over three decades and has three grown daughters. Her favorite activity is spending time with her grandchildren. She also enjoys sewing, machine embroidery and gardening.

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Alexandra Sunley

Alexandra Sunley

Client Service Specialist

Personal Intro

Alex has been in the industry for about 10 years with a focus on client service. She is a NoVA native, grew up in Vienna and landed in Lake Ridge by way of Falls Church (so very worldly). Enjoys Capitals hockey, spending time with family & friends, husband Neil, rescue dog Cali, and look forward to travelling anywhere and everywhere once Cali deems it allowable.

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Candace Penders

Candace Penders

Client Service Specialist

Personal Intro

Candace grew up on a dairy farm in New York State and attended Cornell University with a degree in Design and Environmental Analysis. She is a mother to three children. She has a background in the arts.

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Emily Johnson

Emily Johnson

Client Service Specialist

Personal Intro

Emily lives in Staunton, VA with her wife of 20 years. She attended Mary Baldwin College and has a background in the arts. She is mother to a loveable 17-year-old cat, aunt to multiple nieces and nephews and has worked with Ameriprise for 11 years.

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Tucker Snyder

Tucker Snyder

Paraplanner

Personal Intro

When not in the office, Tucker and his wife enjoy watching their two sons do their thing on dirt and ice. He coached Little League and travel baseball for 15 years (multiple championships throughout!) He also enjoys golfing and fishing small streams in Pennsylvania and their family trips to the beach. Over twenty years in the financial services industry.

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Yessica Turcios

Yessica Turcios

Administrative Assistant

Personal Intro

Yessica grew up in the DC Metro area and graduated from George Mason University. She enjoys playing board games and going hiking with her husband, son and their dog.

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