Snider Financial Group

Kamaljit Sahota Middleton is a financial advisor at Snider Financial Group with one year of industry experience. She holds a Series 65 designation and has a background that includes mortgage brokerage through NEXA Mortgage, LLC. Snider Financial Group is a nine-advisor team managing approximately $500 million in assets for about 500 clients, offering personalized financial planning and investment management to individuals, trusts, charitable organizations, pension plans, and small businesses. The firm employs a strategic asset allocation framework with a tactical overlay and uses a range of investment vehicles, including managed funds, ETFs, individual securities, and alternatives.

David Geddes is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Snider Retirement Strategies, Inc. dba Snider Financial Group since 2009 and previously worked at LPL Financial from 2009 to 2021. In addition to his advisory role, he is a partner in a CPA practice involved in tax planning and accounting for clients. Snider Financial Group is a nine-advisor team managing approximately $500 million in assets across about 500 clients. The firm offers personalized financial planning and discretionary investment management using a strategic asset allocation framework combined with tactical overlays, serving individuals, trusts, charitable organizations, and small businesses.

Adelaide Bianca David is a financial advisor with Snider Financial Group, holding a Series 65 designation and having three years of industry experience. Her prior roles include positions at LPL Financial LLC and WestPac Wealth Partners, as well as work outside the financial industry at SeaWorld Parks & Entertainment and San Diego State University. Snider Financial Group is a nine-advisor team managing approximately $500 million in assets for around 500 clients. The firm provides personalized financial planning and investment management to individuals, trusts, charitable organizations, and small businesses, using a strategic asset allocation framework with a tactical overlay.

Christopher Boisjolie is a financial advisor at Snider Financial Group in Bellevue, WA, holding a Series 66 designation with six years of industry experience. He has been with Snider Financial Group since 2018 and previously worked at LPL Financial and West Coast Entertainment. Boisjolie is also licensed to sell insurance products. Snider Financial Group is a nine-advisor team that manages approximately $500 million in assets for around 500 clients, including individuals, trusts, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with a tactical overlay, employing a variety of investment vehicles and third-party sub-advisors, and offers both financial planning and ongoing portfolio management services.

Robert Kemper is a financial advisor at Snider Financial Group with 22 years of industry experience. He holds a Series 66 designation and has worked at Snider Retirement Strategies, Inc. since 2009. In addition, he operates a CPA practice that he has maintained since 1990. Outside of financial advising, he is co-owner of a septic and pumping service business. Snider Financial Group is a nine-advisor team providing personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages roughly $500 million in assets and employs a strategic asset allocation framework with a tactical overlay, utilizing managed funds, ETFs, individual securities, and alternative asset classes to build diversified portfolios.

Monte Snider is a financial advisor at Snider Financial Group in Bellevue, WA, with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role since 2012, he worked at LPL Financial, LLC for 12 years. Outside of his advisory work, Snider is the CEO and owner of FinTax Partners LLC, a tax preparation and accounting firm. Snider Financial Group is a nine-advisor team managing approximately $500 million in assets for about 500 clients, including individuals, trusts, charitable organizations, and small businesses. The firm employs a strategic asset allocation framework with a tactical overlay, utilizing managed funds, ETFs, individual securities, and alternative assets to build diversified portfolios, and also offers standalone financial planning and ongoing investment management.

Joey Dominick is a financial advisor at Snider Financial Group in Bellevue, WA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. In addition to his advisory role, he is an independent insurance agent. Snider Financial Group is a nine-advisor team managing approximately $500 million in assets for about 500 clients. The firm provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, employing a strategic asset allocation framework with a tactical overlay and utilizing a range of investment vehicles including managed funds, ETFs, and alternative asset classes.

Craig Chucka is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 65 designation and six years of industry experience. He is also the owner and member manager of Geddes Chucka PLLC, a CPA firm serving approximately 300 clients since 2003. Snider Financial Group is a nine-advisor team that provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm manages around $500 million in assets using a strategic asset allocation framework with a tactical overlay and offers both standalone planning and ongoing portfolio management.

Sheldon Sweeney is a financial advisor at Snider Financial Group in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including prior roles at LPL Financial and Hornor Townsend & Kent Inc. He is also involved in non-variable insurance activities related to investments. Snider Financial Group is a nine-advisor team managing approximately $500 million in assets for about 500 clients, offering personalized financial planning and investment management to individuals, trusts, charitable organizations, and small businesses. The firm uses a strategic asset allocation framework with a tactical overlay, employing a range of investment vehicles and third-party platforms while providing discretionary account management and regular portfolio rebalancing.