Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
Vyotta(pronounced yada) is primarily responsible for ensuring best-in-class client service and the smooth operation of the practice. She is also responsible for leading business development and practice growth initiatives.
She lives in York, PA, with her husband Shawn, their son Crosby, and their dogs Leo and Jack-Jack.
Series 7
Series 66
PA Life, Accident & Health
Accredited Portfolio Management Advisor (APMA)
Olympia is primarily responsible for ensuring best-in-class client service and the smooth operation of the practice's York office location.
25 years of industry experience.
Bachelor of Science in Marketing from York College of Pennsylvania.
Nathalia (pronounced na-tahli-a) Grimm has been interning with our practice for the last few years and has officially joined as your Client Service Coordinator for Roseville Wealth Management Group Southeast. In her spare time, Nathalia and Leo, her husband, enjoy traveling the globe, but not for too long as they cannot be away from their furry babies, Westie Lola (9 years old) and IG Ellijay (4 years old).
Brittany supports Advisor David Dowden in our Niceville, FL location. She has 6 years of experience in the financial services industry and lives with her husband Brandyn and their three children in Crestview.
6 years of industry experience.
To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.
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