Our Team
Through ongoing education, training and years of experience in the financial services industry, our team of professionals specialize in working with each client to create an environment conducive to reaching your investment management and retirement goals. We take the time to get to know you personally, provide education, review options, provide advice and maintain ongoing reviews to help you stay on track. We work hard to empower you and give you the tools to create a vision and gain confidence to be able to do what you want an spend retirement as you dreamed.

James A. Lindner CFP®, CHFC®, CLU®
President and CEO


Jerry W. Snyder CFP®, MBA
Founder and Director of Financial Planning Services
CFP® - Represents that this individual has attained the Certified Financial Planner® certification. learn more at: https://www.cfp.net/
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CPA® - Represents that this individual has attained the Certified Public Accountant® designation. learn more at: https://www.aicpa-cima.com/
EA® - Represents that this individual has attained the Enrolled Agent® designation. learn more at: https://www.naea.org/
CLU® - Represents that this individual has attained the Chartered Life Underwriter® designation. learn more at: https://www.theamericancollege.edu/CLU
ChFC® - Represents that this individual has attained the Chartered Financial Consultant® designation. learn more at: https://www.theamericancollege.edu/ChFC
CRPC® - Represents that this individual has attained the Chartered Retirement Planning Consultant® designation. learn more at: https://www.kaplanfinancial.com/wealth-management/crpc
MBA - Represents that this individual has attained a Masters of Business Administration