Kathy is an experienced and knowledgeable financial advisor with over 26 years' experience. She takes time to understand the needs of her clients and carefully guides them in their financial decisions. Her attention to detail, listening skills and ability to educate her clients on solutions appropriate to their needs serves as a foundation for building long-term relationships. She shares information on potential investment strategies, detailing the benefits as well as the risk, and will treat your financial goals with the same care and interest that she would her own. Kathy is supported by a team of professionals through her relationship with Infinex Investments, Inc. and Community Bank of the Chesapeake and actively engages these resources in her mission to deliver a comprehensive financial plan customized to the individual needs and goals of her clients. Kathy meets with her clients at least annually tor review their plan and make sure they are on track to meet their goals, or to make plan adjustments as goals and needs change.
Kathy holds Series 7 and Series 63 registrations. She is a Chartered Financial Consultant (ChFC) through The American College. Kathy also holds a Health and Life Insurance License. As Sales and Marketing Manager, Kathy is instrumental in coordinating client communications and events as well as sharing product knowledge and strategy ideas with the Community Wealth Advisors team.
Kathy is a resident of California, Maryland, has been happily married for 23 years and has two sons. In her free time, she enjoys spending time with family and friends, reading and traveling.
RETIREMENT INCOME PLANNING
LIFE INSURANCE PLANNING
FINANCIAL PLAN RESEARCH AND DEVELOPMENT
Jessica joined Community Wealth Advisors in 2017 with 10 years of experience in insurance, employee benefits and assisting clients in Southern Maryland with planning and transitioning into retirement. Jessica's role as Financial Advisor with Infinex Investments, Inc. allows her to work with clients to provide a well-rounded approach in assisting with their financial needs and objectives. She hold licensing for life and health insurance and achieved Series 7 and 66 registrations.
Jessica received her bachelor's degree from Marymount University in Arlington, VA and a masters's degree in Business Administration from the University of Phoenix.
A native of the Chesapeake area with strong commitment to the community, Jessica lives with her husband and two children in Southern Maryland. She serves a Secretary on the Board of the Community Foundation of Southern Maryland and attends many local Chamber of Commerce events. Jessica is an active parishioner at her church and enjoys volunteering at her children's school and sports leagues.
BUSINESS SOLUTIONS FOR EMPLOYERS & SOLE PROPRIETORS
COMPREHENSIVE WEALTH MANAGEMENT
LIFE INSURANCE PLANNING
RETIREMENT PLANNING & TRANSITIONING
Nanette Bouvier Rediker, RHU, RP, CLU
Assistant Vice President of Community Wealth Advisors
Financial Advisor, Infinex Investments, Inc.
Nanette has been with Community Wealth Advisors and Infinex Investments, Inc., for approximately 10 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 newly licensed pilot, previous Coast Guard Reservist and Calvert County Deputy. Her youngest son, Devin Rediker, is a Project Engineer and previous 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.
*We do not provide tax advice. Consult your tax advisor.
INSURANCE AND RISK MANAGEMENT SOLUTIONS FOR PERSONAL AND BUSINESS NEEDS
BUSINESS AND PERSONAL COMPREHENSIVE RETIREMENT AND ESTATE PLANNING
INVESTMENT MANAGEMENT AND EDUCATION
Community Wealth Advisors
Registered Client Associate, Infinex Investments, Inc.
Laura serves as Registered Client Associate with Infinex Investments, Inc. She has over 10 years of experience in the financial services industry. Laura started her career as a bank teller in 2009 and transitioned into the wealth and investment industry shortly after, joining Community Wealth Advisors. She is committed to making sure clients have a consistent and high-quality service experience.
Laura assists with the on-boarding process, initiates and monitors account transfers and helps maintain communications between clients and advisors. Her capacities allow our investment consultants the additional time necessary to spend with clients.
Laura holds her Series 7 registration and Maryland Life and Health Insurance Licenses. She continues to study Business Administration at the College of Southern Maryland and is working towards earning an associates degree.
Laura is originally from Pennsylvania and resided in several different areas before settling in Southern Maryland with her family in 1988. She married her high school sweetheart in October 2015. In addition to spending time with her loved ones and her two dogs, she enjoys the outdoors, hiking, reading and being creative in her spare time.
Jill serves as the Operations Manager and Investment Associate for Community Wealth Advisors. She administers and manages the day-to-day activities as well as supports the business development activities of our advisors. Additionally, she ensures compliance with broker dealer, FINRA and SEC regulations. Jill works closely with our advisors to assist with client needs, the on-boarding process and account management. She oversees preparation of administrative tasks, operational procedures and client services.
Jill currently holds Series 7 and 63 registration as well as her Health and Life Insurance Licenses. Jill has extensive experience in sales, operations, customer service and problem resolution with over 16 years in operations management and 9 years in the financial services industry.
Jill was born and raised in Lexington, Virginia and now resides in King George, Virgina with her husband. She enjoys spending time outdoors - hiking, camping and fishing in her downtime.
|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.