Kathleen A. Webster, ChFC
Vice President, Sales and Marketing Manager, Community Wealth Advisors
Financial Advisor, Infinex Investments, Inc.
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
Nanette Bouvier Rediker, RHU, RP, CLU
Assistant Vice President of Community Wealth Advisors
Financial Professional, Infinex Investments, Inc.
Nanette has been with Community Wealth Advisors and Infinex Investments, Inc., for over 13 years. Her experience in 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 the financial questions and challenges they face each day.
Nanette has her Masters’ of Science in Finance and Administration and her Bachelors’ of Science in Marketing and Economics from Maryland University and her Associate of Arts Degree from Stevenson University. Nanette is an Investment Advisor, Chartered Life Underwriter, Registered Health Underwriter and Registered Paraplanner. She holds several insurance and investment licenses as well.
Nanette is a life long resident of Maryland, currently living in Huntingtown in Calvert County. She has been happily married for 34 years to Rick Rediker, CPA, also a graduate of University of Maryland. They have 2 sons, her oldest Shea Rediker is a pilot with Envoy/American Airlines and her youngest son, Devin Rediker, is a Mechanical Engineer and Project Team Leader for a UK based company, Tate Incorporated as well as the Assistant Coach for his Alumni High School Men’s Soccer Team at Huntingtown High School. When Nanette is not covering our footprint and assisting customers with crucial planning needs, you will find her traveling abroad 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 towards the clients’ needs and objectives.
*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
Julia serves as the Client Associate for Community Wealth Advisors. She has over two years of experience in the financial services industry and has been a member of our team since June 2021.
Julia works closely with our advisors to assist with client needs, account management and the on-boarding process. She partners with our business development teams and branches at Community Bank of the Chesapeake to provide educational resources to help identify potential opportunities for a full-service banking experience.
Julia is a long-time Southern Maryland local, currently residing in California, Maryland. She enjoys spending her free time outdoors with her dog, reading and lots of time with her large family.
Laura serves as Registered Client Associate & Operations Manager with Community Wealth Advisors, 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. As the Operations Manager, Laura manages the overall processes and activities for Community Wealth Advisors. Laura continuously searches for strategies that will improve the quality assurance of Community Wealth Advisors and she considers new and possible ways to improve the client experience.
Laura holds her Series 7, Series 63 and Maryland Life and Health Insurance Licenses. Her goal is to gain as much knowledge and experience by continuing her education.
Laura is originally from Pennsylvania and resided in several different areas before settling in Southern Maryland with her family in 1998. She married her high school sweetheart in October 2015 and they reside in Lusby with their Labradoodle, Ginger, and their Bengal cat, Honeybee. Laura and her family enjoy camping and often take their travel trailer around to different areas. Her favorite camp spots are in state parks during the fall season where she can cozy up around a bonfire. In addition to camping, Laura enjoys hiking and traveling. Her goal is to travel to Montana and backpack Glacier National Park in the next few years. In her downtime, Laura enjoys reading and rewatching Game of Thrones: her all time favorite show.
|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.