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 28 years of professional financial experience including the past 21 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, but we're happy to help anyone ready and willing to save for your future over the long-run!
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, but we're happy to help anyone ready and willing to save for your future over the long-run!
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 Kanters-Smith
Senior Registered Client Associate
With over 25 years of professional experience, more than 20 of which alongside Christopher Snively, Managing Principal, I am well-versed in all aspects of the financial industry.
As the Senior Registered Client Associate, I am often the first point of contact. I enjoy building a close business relationship with clients and their families. I take great pride in the level of service we offer and strive to continually exceed expectations. I enjoy helping to prepare the often-complex documents associated with financial transactions & investments, and I make it my goal to make the process as easy as possible.
As the Senior Registered Client Associate, I am often the first point of contact. I enjoy building a close business relationship with clients and their families. I take great pride in the level of service we offer and strive to continually exceed expectations. I enjoy helping to prepare the often-complex documents associated with financial transactions & investments, and I make it my goal to make the process as easy as possible.