Resources for Wealth Management

 

Our Advisors

Anna Fagan

Anna Fagan
AWMA

Vice President and Director of Community Wealth Advisors
Investment Consultant, Infinex Investments, Inc.

afagan@infinexgroup.com
301-861-5382

Anna has extensive experience managing various wealth management practices. That, combined with her expertise in managing client relationships; enhances the breadth of the wealth management services that Community Bank of the Chesapeake is proud to offer.

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 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. She passionately develops lifelong client-advisor relationships and is always focused on managing the evolving markets and financial planning needs of all of her clients.

Rick Hoy

Rick Hoy
AAMS

Assistant Vice President and Manager of Community Wealth Advisors
Investment Consultant, Infinex Investments, Inc.

rhoy@infinexgroup.com
301-861-5381

Rick has decades of experience in the investment and insurance fields helping business owners and families attain their financial goals. 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.

Nanette Rediker

Nanette Bouvier Rediker
RHU, RP, CLU

Assistant Vice President of Community Wealth Advisors
Investment Consultant, Infinex Investments, Inc.

nrediker@infinexgroup.com
410-257-5609

Nanette has over 25 years of experience in the insurance industry and over 11 years of investment experience. She 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.

Nanette holds both undergraduate and graduate degrees with marketing and finance focuses from University of Maryland and Stevenson University. 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.

Georgeanne Aist

Georgeanne Aist
Investment Consultant, Infinex Investments, Inc.
gaist@infinexgroup.com
240-427-8405

Georgeanne 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 registrations. She has expertise managing retirement, insurance and financial plans, thus complementing the team at Community Bank. 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. 

Lamont Brown

Lamont Brown
CRPC

Investment Consultant, Infinex Investments, Inc.
lamont.brown@infinexgroup.com
540-388-2181

Lamont Brown is an Investment Consultant with Infinex Investments, Inc. serving Community Bank of the Chesapeake’s Virginia locations in King George and Fredericksburg.

Lamont is a graduate of the University of Arizona, earning a Bachelor of Science degree of Business Administration and Management Information Systems, as well as a Master of Science, Systems Engineering from George Washington University. He holds Series 7 and 66 registrations and a Life and Health insurances license. He is a Chartered Retirement Planning Counselor and is currently pursuing his Certified Financial Planning certification.

Laura Eisenhard

Laura Eisenhard
Client Associate, Infinex Investments, Inc.
leisenhard@infinexgroup.com
301-861-5383

Laura is a Client Associate with Infinex Investments, Inc. She is currently attending the College of Southern Maryland seeking her degree in business administration. She has over five years experience in the financial services industry with three years focused in investment services.

Laura is the office administrator, handling our Client Experience program and assisting with account management. Her capacities allow our investment consultants the additional time necessary to spend with clients, ultimately, making that time more efficient. Her greatest satisfaction comes in knowing that she is a part of the team that helps our clients succeed in reaching their financial goals.

Kathleen A. Webster

Kathleen A. Webster
ChFC

Registered Client Associate, Community Wealth Advisors
Infinex Investments, Inc.

kwebster@infinexgroup.com
301-861-5384

Kathy Webster is a Registered Client Associate with Community Wealth Advisors and Infinex Investments, Inc. She has over 24 years of experience supporting the needs of clients and investment consultants.

Kathy holds a Series 7 and 63 licenses. She is a Chartered Financial Consultant (ChFC®) through the American College. Kathy enhances the client experience at Community Wealth Advisors by servicing the needs of clients and providing operational and administrative support to the Financial Advisors.

Securities and Insurance Products:
Not Insured by FDIC or any Federal Government Agency May Lose Value Not a Deposit or Guaranteed by the Bank or any Bank Affiliate
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Community Wealth Advisors is a trade name of the bank. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed by insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.