Our Team

At our firm, we have the client—and only the client—in mind.

Our team of financial planners is dedicated to helping you pursue your financial goals. With years of experience and a deep understanding of the market, we are here to guide and support you every step of the way. We believe in a personalized approach, taking the time to understand your unique situation and crafting a customized plan that fits your needs. When our clients are truly confident in their financial stability, we have done our job. If you have questions about finance, we have the answers.


We understand that no one strategy fits everyone, so every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives using the most efficient methods available.


We invite you to discover and experience the power of our services. Our team is committed to providing you with the highest level of service and expertise, helping you feel confident and secure in your financial future. We look forward to working with you and helping you achieve your dreams.

Mark Snider, CLU, ChFC, CFP®

Mark Snider, CLU, ChFC, CFP®

Senior Financial Advisor

740-594-8385

740-592-6101

Romney Garner, CFP®, MBA

Romney Garner, CFP®, MBA

Senior Financial Advisor

740-597-2859

740-597-2859

Dan Stroh, MA-PA, C(k)P

Dan Stroh, MA-PA, C(k)P

Financial Advisor

740-594-8385

740-592-6101

Shane Jarrett

Shane Jarrett

Financial Advisor

740-594-8385

740-592-6101

Danette Carr

Danette Carr

Financial Consultant

740-597-2859

740-597-2859

Janis Schriner

Janis Schriner

Sr. Client Services Administrator

740-594-8385

740-592-6101

Andrew McRill

Andrew McRill

Sr. Client Services Administrator

740-594-8385

740-592-6101

Shelby Storer

Shelby Storer

Investment Assistant

740-597-2859

740-597-2859

Nancy Schwendeman

Nancy Schwendeman

Investment Assistant

740-597-2859

740-597-2859

Jacob Fraylick

Jacob Fraylick

Investment Assistant

740-597-2859

740-597-2859

Rebecca Holley

Rebecca Holley

Administrative Assistant

740-594-8385

740-592-6101

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family through insurance, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.