Our team is dedicated to your objectives

Bill works closely with our clients to develop strategies for retirement, education funding, and efficient estate distribution. Additionally, he spearheads our team’s asset allocation targets, equity portfolio management, and investment product research.

Bill worked for almost four years with Raymond James & Associates before joining Wells Fargo Advisors in 2013. His seventeen years of financial industry experience also includes positions with First Citizens Investor Services and Northwestern Mutual. Bill hold Bachelor’s degrees in both Economics and History from Hampden-Sydney College in Virginia. With an emphasis on continuing education, he earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the College for Financial Planning in 2006. He completed the Yale School of Management Executive Education Program to become a Certified Investment Management Analyst® (CIMA®) professional in 2021.

Bill has been married for 20 years; he lives with his wife and three boys in Raleigh, NC. Plenty busy, Bill still finds time to find time for distance running, the occasional round of golf, and watching his beloved Tar Heels play basketball. He is currently training for the 2023 New York City Marathon, and is running in support of the Juvenile Diabetes Research Foundation in honor of his son Thomas, who was diagnosed with Type 1 Diabetes in 2019.

David has over 20 years of experience in the financial services industry, with a deep well of experience with various fixed income investments. He helps guide our investment direction and client relationships, and he manages the fixed income portfolios for our clients.

David specializes in fixed income portfolio construction and management, particularly building municipal ladders, bond swaps, and other strategies individually designed to help clients navigate the fixed income markets. After graduating from the University of North Carolina at Chapel Hill, he built his career at Lebenthal & Co. as a fixed income specialist, and he moved to Wachovia Securities (predecessor firm of Wells Fargo Advisors) in 2004.

David is the proud father of four, and he splits his time between Manhattan and North Carolina.

The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Investments in fixed-income securities are subject to market, interest rate, credit and other risks. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can cause a bond’s price to fall. Credit risk is the risk that an issuer will default on payments of interest and/or principal. This risk is heightened in lower rated bonds. If sold prior to maturity, fixed income securities are subject to market risk. All fixed income investments may be worth less than their original cost upon redemption or maturity. Bond laddering does not assure a profit or protect against loss in a declining market.

Jeff joined Wells Fargo Advisors in 2009 after a 10 year career in golf course architecture. He was an integral part of the design and project management of several award winning courses while working for Tom Fazio. His unique background in managing multi-million dollar budgets from the drawing table through design completion and his experience communicating with high-end clientele gives him a distinct advantage developing rapport with the clients of the Snider Allen Financial Group.

Jeff works closely with our clients to develop investment strategies for wealth creation, retirement funding, education funding, and efficient estate distribution. In addition, he oversees all operational functions and service-related issues for the practice. He is committed to understanding each client's unique situation and to building long-term relationships based on trust and excellent service.

Originally from Western Pennsylvania, Jeff attended the University of North Carolina at Chapel Hill where he earned a B.A. in Economics and played on the golf team. An active member of his community, Jeff currently resides in Rumson, New Jersey with his wife Mary Ann, daughters Annie and Faye, and son Smith.

--Grace has worked at Wells Fargo Advisors (and its predecessor firms) as a licensed associate for over 20 years. Over the years, she has worked closely with her team and the clients to develop and implement their investment plans. Grace has extensive experience in fixed income and portfolio construction.

--Grace takes pride in developing long term personal relationships with our clients and their families and makes them feel confident in turning to her when they need help with anything.

-- Grace is a graduate of Binghamton University and resides in Brooklyn, NY. She enjoys world travel, biking and spending time with time with family and friends, including her many nieces and nephews.

Sarah has 34 years of client service experience and is able to guide clients through all operational aspects typical of a large financial institution. Her experience and knowledge facilitates the execution of financial plans, wealth transfer strategies, and estate settlement procedures.

She started her financial career with Prudential Securities shortly after graduating from Teaneck high school's business work study program. Sarah is one of Wells Fargo's longest tenured employees since a series of acquisitions and mergers made Prudential Securities part of Wells Fargo. Along the way, Sarah developed the skills to make corporate transitions seamless for clients.

She has been married for 25 years and is the mother of 4 children.

As a Financial Consultant and the newest member of the Snider Allen Financial Group, Brian Dennis is dedicated to applying his wealth management experience to the most important needs of his clients’ lives. As a team leader, he facilitates diverse collaboration to bring the best knowledge and execution capabilities to help protect each client now and in the long term.

Brian loves his role because he believes there is no such thing as a stranger – instead, they’re all just friends you haven’t yet met – and the financial services industry affords him a way to meet new people every day. Additionally, Brian has a passion for advising people, especially when it has a positive impact on their lives. In his role, he primarily focuses on investment management, estate planning strategies, and expertise in advising on asset protections across all areas of his clients’ lives.

Prior to entering the industry, Brian graduated with a bachelor’s degree from Lafayette College, where he also played basketball under coach Butch van Breda Kolff. Brian then went on to earn his Juris Doctor from Hastings College of Law.

Brian lives in Holly Springs with his wife, Kimberly, their son, Mathias, and a beautiful Mountain Feist puppy. Whether it’s books, films, history, or politics, Brian and Kimberly both love activities and intellectual stimulation that reminds them how lucky they are to live in a beautiful part of the country. A wannabe Presidential Historian, Brian hopes to write the definitive biography on John Quincy Adams in his next life.