About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Christopher Snively, MBA, CFP
Managing Principal
With more than 27 years of professional financial experience including the past 20 years affiliated with Wells Fargo Advisors Financial Network, I enjoy finding opportunities to help assure clients that their assets are working hard for them, and not just sitting idle. Whether you are looking to grow your wealth, planning for income in retirement or aiming to preserve and transition your wealth to the next generation, I can offer financial strategies designed to help you meet your goals and put your assets to work for you.
As a Financial Advisor, I have access to some of the industry’s leading financial services and investments and I look forward to designing an investment portfolio that strives to reduce your risk, meet your needs, and improve your financial outlook one step at a time.
Typical family relationship ranges from 1-5 million in assets under management.
EDUCATION
Master’s degree in finance from Carnegie Mellon University
Bachelor’s degree in mathematics from University of Miami
PROFESSIONAL RECOGNITION
CERTIFIED FINANCIAL PLANNER™ Professional
Series 7, 66, 9 and 10 Securities Registered
Life, Health and Annuity Licensed Agent
Our Office Services
As a Financial Advisor, I have access to some of the industry’s leading financial services and investments and I look forward to designing an investment portfolio that strives to reduce your risk, meet your needs, and improve your financial outlook one step at a time.
Typical family relationship ranges from 1-5 million in assets under management.
EDUCATION
Master’s degree in finance from Carnegie Mellon University
Bachelor’s degree in mathematics from University of Miami
PROFESSIONAL RECOGNITION
CERTIFIED FINANCIAL PLANNER™ Professional
Series 7, 66, 9 and 10 Securities Registered
Life, Health and Annuity Licensed Agent
Our Office Services
Wendy Hyland
Senior Registered Client Associate
With over 30 years of experience in the customer service industry, 20 years of which closely alongside Chris, I am well-versed in all aspects of the often fast-paced financial services industry.
As the Senior Registered Client Associate, I love to take on new challenges and enjoy building a close business relationship with clients and their families. I take great pride in the level of service we offer, and always with an unsurpassed attention to detail and a desire to exceed client expectations. I enjoy helping clients prepare the often-complex documents associated with financial transactions & investments, and I make it my goal to alleviate much of the stress by guiding our clients through the process. When encountering challenges, I stay level-headed and many times my creative thinking quickly turns these difficulties around by approaching them as an opportunity for success and personal growth.
As a mother of three active & socially engaged young adults, I have learned how to multi-task like a pro!
As the Senior Registered Client Associate, I love to take on new challenges and enjoy building a close business relationship with clients and their families. I take great pride in the level of service we offer, and always with an unsurpassed attention to detail and a desire to exceed client expectations. I enjoy helping clients prepare the often-complex documents associated with financial transactions & investments, and I make it my goal to alleviate much of the stress by guiding our clients through the process. When encountering challenges, I stay level-headed and many times my creative thinking quickly turns these difficulties around by approaching them as an opportunity for success and personal growth.
As a mother of three active & socially engaged young adults, I have learned how to multi-task like a pro!
Scott Caron
Financial Advisor
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with your needs, goals and risk tolerance. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve wealth. Together we can discuss financial strategies designed to fit your unique situation. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management ideas – delivered with the highest level of personal service and professional integrity.
Being a life-long coach of competitive swimming, I take tremendous pride in helping others reach their goals. When away from the office, I enjoy playing golf, spending time with my 2 children (Grace and Hunter) and cheering on my Florida Gators.
I look forward to extending my services to you and your family. Together we can discuss financial strategies designed to fit your unique situation.
Scott's Upcoming Events
Being a life-long coach of competitive swimming, I take tremendous pride in helping others reach their goals. When away from the office, I enjoy playing golf, spending time with my 2 children (Grace and Hunter) and cheering on my Florida Gators.
I look forward to extending my services to you and your family. Together we can discuss financial strategies designed to fit your unique situation.
Scott's Upcoming Events