With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Richard Charlet

CFP®, CLU®, ChFC®, CFA®, CRPC, AAMS, CMFC

Private Wealth Advisor

Chartered Financial Analyst®
Learn more about Richard Charlet Visit Richard Charlet's website

Tricia Lynn Vandersnick

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tricia Lynn Vandersnick Visit Tricia Lynn Vandersnick's website

Ethan Esser

CFP®

Associate Financial Advisor

Learn more about Ethan Esser Visit Ethan Esser's website


Our team

Caitlyn Hoffman

Caitlyn Hoffman

Office Manager

Aleesha Shawgo

Aleesha Shawgo

Client Service Specialist,

Financial Paraplanner Qualified Professional™

Personal Intro

Financial Paraplanner Qualified Professional™

Qualifications

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