Anna Fagan is a Vice President of Community Bank of the Chesapeake and an Investment Consultant with Infinex Investments, Inc. She also serves as the Director of Community Wealth Advisors. Anna's past experience managing various wealth management practices and her expertise in managing client relationships enhances the breadth of the wealth management services that Community Wealth Advisors offers.
Anna is a graduate of West Virginia University and received her Master's Degree from the School of Business and Public Management at George Washington University. She has over 13 years experience in the investment and insurance industry and holds Series 7 and 66 registrations and Life and Health Insurance licenses. Anna, as an ACCREDITED WEALTH MANAGEMENT ADVISORSM designee, serves the wealth planning needs of many non-profits, business owners and families in the Southern Maryland region. Her focus is to develop lifelong client-advisor relationships that is geared toward managing the evolving markets and financial planning needs of the client.
To set up an appointment with Anna please call her at 301-861-5382 or email email@example.com.
Rick Hoy is an Assistant Vice President with Community Bank of the Chesapeake and an Investment Consultant with Infinex Investments, Inc. Rick is also the Manager of Community Wealth Advisors. He has over 19 years of experience in the investment and insurance fields helping business owners and families attain their financial goals bases on their specific situation. Rick is an Accredited Asset Management SpecialistSM designee from the College for Financial Planning holding Series 7, 63 and 65 registrations and Life and Health Insurance licenses.
Rick is a graduate of Radford University with a Bachelor's of Science degree in Business Management. In working with clients Rick listens carefully to the individual needs and goals of each of his clients before making a recommendation or offering a strategy. He takes the time to make sure that his clients understand exactly why their specific investment strategy was recommended.
We look forward to helping you reach your life goals and we invite you to arrange a personal meeting at your earliest convenience. Learn what our clients have discovered when working with us; to be treated individually and where our first job is to get to know you. Don't hesitate to contact Rick at 301-861-5381 or firstname.lastname@example.org.
Nanette Rediker is an Assistant Vice President of Community Bank of the Chesapeake and an Investment Consultant with Community Wealth Advisors and Infinex Investments, Inc. She has over 25 years of experience in the insurance industry and over 11 years of investment experience.
Nanette holds Life, Accident and Health, Property and Casualty Insurance licenses as well as Series 6 and 63 registrations. She is a Chartered Life Underwriter and Registered Health Underwriter through The American College. She holds both undergraduate and graduate degrees with marketing and finance focus from University of Maryland and Stevenson University. She lives in Calvert County with her husband and two boys and is a life-time resident of Maryland. Nanette's investment philosophy is to educate and assist clients in achieving financial goals by providing comfortable and comprehensive options, which are personally designed and diversified toward the clients' objectives and needs..
For over 25 years, Nanette has been working with individuals, families and businesses. She has brought her expertise to the Community Wealth Advisors team to continue to develop long-term relationships, as she services both present and future Community Wealth Advisor customers with the respect and trust that her clients deserve and expect.
Let Nanette educate and assist you in the creation and maintenance of a successful financial plan and be able to support your changing goals for financial freedom and independence. Please call 410-257-5609 or email Nanette at email@example.com.
Georgeanne Aist is an Investment Consultant with Community Wealth Advisors and Infinex Investments, Inc. She has over 19 years of financial consulting experience and holds Property, Causality, Life and Health Insurance licenses, as well as Series 7, 66, and 63 Investment registrations. She has expertise managing retirement, insurance and financial plans, thus complementing the team at Community Wealth Advisors. She is taking the final courses towards the ChCF designation.
Georgeanne’s investment philosophy is to listen carefully and focus on what is important to her clients - retirement, estate planning, college concerns and creating lifetime income among them. Helping prioritize the importance of their life goals and putting strategies that ultimately help them have peace of mind are her greatest concerns. She conducts annual reviews to make sure her clients stay on track when life makes a detour.
For a review of your current growth and income strategies, as well as help planning for your future needs, please feel most welcome to reach out to Georgeanne at 240-427-8405 or via email at firstname.lastname@example.org.
Lisa is an Investment Associate with Community Wealth Advisors and Infinex Investments, Inc. She holds a Bachelor of Science degree from Salisbury University with a major in finance and minor in Accounting. Lisa has 8 years experience in the financial services industry and holds Series 7 and 66 registrations, as well as Life and Health Insurance licenses.
Lisa plays an integral part of the wealth management process within Community Wealth Advisors as she is responsible for researching and preparing investment analyses, assists in the implementation of client investment strategies and handles various security trades for the team. She also researches product and service comparisons and supports the investment consultants on investment and insurance matters.
Lisa takes pride in finding appropriate investment sources and insurance solutions and in assisting the investment consultants finalize financial plans designed to benefit our clients.
Laura is a Client Associate with Community Wealth Advisors and Infinex Investments, Inc. She is currently attending the College Of Southern Maryland seeking her degree in Business Administration. She has over 5 years experience in the financial services industry with 3 years of an investment services focus.
Laura is the office administrator for Community Wealth Advisors. She handles client and account-related issues and is responsible for our "client experience" program. Her abilities allow our investment consultants the additional time necessary to spend with clients, ultimately, making that time more efficient.
Laura's greatest satisfaction comes in knowing she is a part of the team that helps our clients succeed in reaching their financial goals.