Resources for Wealth Management

 

Our Advisors

 

  Anna Fagan, AWMA
  Senior Vice President and Director of Community Wealth Advisors
  Investment Consultant, Infinex Investments, Inc.

  [email protected]
  301-861-5382

 

Anna joined Community Wealth Advisors and Infinex Investments, Inc. in 2009. She believes her experience managing various wealth management practices has prepared her to lead Community Bank of the Chesapeake’s wealth management division. More than sixteen years of experience in the investments and insurance industry enable Anna to advise clients in a comprehensive manner. Anna is a graduate from West Virginia University, earned her Master’s Degree from George Washington University and is currently an ACCREDITED WEALTH MANAGEMENT ADVISOR. 

Anna’s focus is to develop lifelong client-advisor relationships that are geared toward managing the evolving markets and financial planning needs of the client. She proudly serves many multi-generational families, corporations and non-profits in the Chesapeake Bay region. Many of her clients are business owners who have personal, as well as corporate, wealth management needs. She specializes in delivering solutions that integrate sound retirement accumulation strategies along with wealth transfer strategies. 

Anna is active in the local community through her work with various philanthropic endeavors, serves on the Board of Directors for Leadership Southern Maryland and is a member of the West River Sail Club. 

Anna has been happily married for sixteen years and has a one year old son. Beyond her responsibilities of wealth management, Anna enjoys international travel and family outings in the local Washington, DC area.


COMPREHENSIVE WEALTH MANAGEMENT REVIEW
RETIREMENT PLANNING
LIFE INSURANCE PLANNING
WEALTH TRANSFER PLANNING
CORPORATE SOLUTIONS FOR BUSINESS OWNERS

 

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

  [email protected]
  301-861-5381

 

Rick joined Community Wealth Advisors and Infinex Investments, Inc. in 2005. Rick has over 20 years of experience in the investment and insurance fields helping business owners and families attain their financial goals. Rick listens to the individual needs and goals of each of his clients before making a recommendation or offering any strategies. Rick feels it is very important to take the necessary time to ensure that his clients understand potential recommendations and, where possible, to allow his clients choices through alternative solutions.

Rick has developed experience in helping business owners with financial concerns ranging from managing cash flow and risk management - to retirement planning - to business transition for the next generation. He also works heavily with parents and families looking for solutions to their needs in insurance, investment and retirement planning, college savings and estate planning.

Rick has his Bachelor of Science in Business Management from Radford University and is an Accredited Asset Management SpecialistSM designee from the College for Financial Planning. He holds Series 7, 63 and 65 registrations as well as Life and Health Insurance licenses.

For nearly 10 years Rick served the Kiwanis Club of La Plata, most of those years being on its board. Rick also served as a member of the board of directors of Christ Church Day School in La Plata. Through the years, Rick has been representing Community Wealth Advisors at the Charles County Chamber of Commerce and the St. Mary’s Chamber of Commerce.

Rick has been married for over 25 years and has one daughter – currently enrolled in college. When on his personal time Rick enjoys golf, traveling and supporting local businesses.


BUSINESS OWNER FINANCIAL PLANNING
PERSONAL RETIREMENT PLANNING
INVESTMENT MANAGEMENT
INSURANCE STRATEGIES

 

Nanette Bouvier Rediker, RHU, RP, CLU 
Assistant Vice President of Community Wealth Advisors
Investment Consultant, Infinex Investments, Inc.

[email protected]
410-257-5609

 

Nanette has been with Community Wealth Advisors and Infinex Investments, Inc., for approximately 8 years. Her experience in the financial services, insurance and banking industries has helped her gain expertise and insight into helping clients become better educated and knowledgeable when making important financial decisions involving the future of their families and their businesses. Nanette’s guidance and experience with problem solving and tax efficient solutions has helped her clients find the most comfortable and suitable answers to their financial questions and challenges.

Nanette has her Masters of Science in Finance and Administration and her Bachelors of Science in Marketing and Economics from Maryland University University College and her Associate of Arts Degree from Stevenson University. Nanette is a Chartered Life Underwriter, Registered Health Underwriter and Registered Paraplanner associated with the American College.

Nanette is a volunteer of Calvert County Hospice and member of both Calvert County and St. Mary’s County Chamber of Commerce. She is a resident of Huntingtown, Maryland, and has been happily married for almost 30 years to Rick Rediker, who is a CPA and graduate of University of Maryland. They have 2 sons. Her oldest son, Shea Rediker, is a Calvert County Deputy and Maritime SWAT team member and Coast Guard Reservist. Her youngest son, Devin Rediker, is an Engineering Major and Captain of the nationally ranked Men’s Soccer Team at Millersville University in Millersville, Pennsylvania. When Nanette is not covering our Calvert and St. Mary’s branches and assisting our customers with crucial planning needs, you will find her traveling with her family, enjoying outdoor activities including skiing, hiking and beaching.

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.


INSURANCE AND RISK MANAGEMENT SOLUTIONS FOR PERSONAL AND BUSINESS NEEDS
BUSINESS AND PERSONAL COMPREHENSIVE RETIREMENT AND ESTATE PLANNING
INVESTMENT MANAGEMENT AND EDUCATION

 
 

J.P. Sollock 
Community Wealth Advisors
Investment Consultant, Infinex Investments, Inc.

[email protected]
443-808-8234

 

J.P. joined Community Wealth Advisors and Infinex Investments, Inc. in 2015. Having earned his Bachelor of Arts in Economics at the University of Maryland, J.P. got into the finance industry allowing him to pursue what he enjoys most, helping people achieve their financial goals.

J.P. specializes in helping individuals, as well as businesses, in navigating the various different aspects of their financial lives. He does this by working with his clients to develop a holistic plan that aides in accomplishing their goals, both short term and long term, while managing various types of risk. He specializes in retirement planning, wealth management and wealth transfer.

J.P. is active in his local community. He is currently the President of the Anne Arundel County Chapter of the Maryland Young Republicans. He is active in his church parish at St. Mary’s Church in Annapolis, as well as active in the Parent Association at St. Anne’s School where his daughter attends. J.P. is also a member of Mensa and participates in the Maryland chapter of Mensa International.

The son of a Naval Officer, he was born in Pensacola, Florida but has been in Maryland since the age of two. He grew up in Montgomery County and has been living in Annapolis since 2009 with his wife and daughter. Outside of work he enjoys being on the water and snow skiing as well as any type of activity outside; when not outside he is mostly at home in the kitchen cooking with his family.


BUSINESS OWNER FINANCIAL PLANNING
PERSONAL RETIREMENT PLANNING
INVESTMENT MANAGEMENT
WEALTH TRANSFER

 

Lamont Brown, CRPC
Community Wealth Advisors
Investment Consultant, Infinex Investments, Inc.

[email protected]
540-388-2181

 

Lamont joined Community Wealth Advisors and Infinex Investments, Inc. in 2014. He believes his experiences as a Marine Corps Officer and Systems Engineer Project Manager have prepared him to help clients meet their financial challenges. Lamont’s leadership and problem solving skills enable him to advise and guide clients on their journey. 

Lamont received his Master of Science in Systems Engineering from George Washington University and his Bachelor of Science in Management Information Systems from University of Arizona. Lamont is currently a Chartered Retirement Planning Counselor, CRPC. 

Lamont focuses on helping clients to organize their financial lives by first understanding their current situation and goals, developing a plan to achieve their goals and helping to manage risk along the way. Lamont specializes in retirement planning and helping business owners solve their personal and business needs. 

Lamont is active in the local community through his work with the South Stafford Rotary. He serves as the Vice President of the Spotsylvania Education Foundation and Treasurer of Stafford Regional Chapter of Northern Virginia Black Chamber of Commerce. Lamont also volunteers as a professional counselor at the University of Mary Washington Small Business Development Center. 

Lamont has been happily married for over 23 years and has two teenage sons. Outside of helping our clients achieve their goals, Lamont enjoys running and loves eating at local restaurants.


BUSINESS OWNER FINANCIAL PLANNING
PERSONAL RETIREMENT PLANNING
INVESTMENT MANAGEMENT
RISK MANAGEMENT

 

Kathleen A. Webster, ChFC
Manager of Community Wealth Advisors
Investment Associate, Infinex Investments, Inc.

[email protected]
301-861-5384

 

Kathy brings over 20 years of experience in working with clients and investment consultants to her role as Manager of Community Wealth Advisors and Investment Associate. Kathy works with our advisors on financial plan development, portfolio reviews and client services. She is also instrumental in marketing and sales initiatives and the support of Investment Consultants’ business development activities. 

Kathy holds Series 7 and Series 63 registrations. She is a Chartered Financial Consultant (ChFC®) through The American College. 

Kathy is a resident of California, Maryland and has been happily married for 23 years. She has two sons and spends most of her free time on the baseball field. 

MANAGEMENT
MARKETING
RESEARCH & FINANCIAL PLAN DEVELOPMENT

 

Laura Mitchell 
Community Wealth Advisors
Client Associate, Infinex Investments, Inc.

[email protected]
301-861-5383

 

Laura is a Registered Client Associate with Infinex Investments, Inc. She is currently attending the College of Southern Maryland seeking her degree in business administration. She has over seven years of experience in the fi nancial services industry with six 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.

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.