Snider Financial Group

Kamaljit Sahota Middleton is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 65 designation and two years of industry experience. Prior to joining Snider Retirement Strategies, Inc., Middleton has worked in mortgage lending since 2018 with firms including NEXA Mortgage, LLC and Loan Depot. Outside of advisory work, Middleton is also involved with KK Loans, LLC dba NEXA Mortgage as a mortgage broker. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $550 million in regulatory assets. The firm employs a strategic asset-allocation framework with a tactical overlay and integrates comprehensive planning areas such as retirement, tax, insurance, cash flow, education funding, and estate considerations.

David Geddes is a Series 66-licensed financial advisor with Snider Financial Group in Bellevue, WA, bringing 26 years of industry experience. He has worked with Snider Retirement Strategies, Inc. since 2009 and was previously associated with LPL Financial for 12 years. Geddes is also a partner in a CPA practice, Chaffee, Geddes, Chucka, LLC, where he spends the majority of his time involved in client tax planning and accounting. Snider Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets for about 514 clients, employing a strategic asset-allocation framework with a tactical overlay and utilizing managed funds, ETFs, individual securities, and third-party managers.

Adelaide Bianca David is a financial advisor with Snider Financial Group, holding a Series 65 credential and one year of industry experience. Her prior roles include positions at LPL Financial LLC and WestPac Wealth Partners, as well as experience with SeaWorld Parks & Entertainment and San Diego State University. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in regulatory assets across about 514 clients, offering comprehensive services that include retirement and tax planning, insurance review, and portfolio management through custodial platforms and third-party managers.

Christopher Boisjolie is a financial advisor at Snider Financial Group in Bellevue, WA, with seven years of industry experience. He holds the Series 66 designation and has been with Snider Financial Group since 2018. Prior to joining Snider, he worked at LPL Financial and West Coast Entertainment. Boisjolie is also licensed to sell insurance products. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets for about 514 clients, employing a strategic asset-allocation framework with a tactical overlay and offering integrated planning services.

Robert Kemper is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 66 credential and over 22 years of industry experience. He has worked at Snider Retirement Strategies since 2009 and previously with LPL Financial. In addition to his advisory role, Kemper operates a CPA practice offering tax preparation and bookkeeping services and co-owns a septic and pumping service business. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets, using a strategic asset-allocation approach with a tactical overlay and incorporating third-party money managers and custodial platforms.

Monte Snider 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 34 years of industry experience, including 12 years with LPL Financial, LLC and 14 years with Snider Financial Group. Outside of advising, he is the CEO and owner of FinTax Partners LLC, a tax preparation and accounting firm. Snider Financial Group provides personalized financial planning and discretionary investment management for individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation framework with a tactical overlay and integrates comprehensive planning services such as retirement, tax, insurance, and estate planning into its investment approach.

Joey Dominick is a financial advisor at Snider Financial Group in Bellevue, WA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. He is also an independent insurance agent. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in regulatory assets for about 514 clients, employing a strategic asset-allocation framework with a tactical overlay and integrating comprehensive planning in areas such as retirement, tax, insurance, and estate considerations.

Craig Chucka is a financial advisor with Snider Financial Group, holding a Series 65 designation and six years of industry experience. He has worked at Snider Financial Group since 2020 and is also the owner and member manager of Geddes Chucka PLLC, a CPA firm he has managed since 2003. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, overseeing approximately $550 million in regulatory assets. The firm employs a strategic asset-allocation approach with a tactical overlay, integrating comprehensive planning areas such as retirement, tax, insurance, and estate considerations into its client services.

Sheldon Sweeney is a financial advisor at Snider Financial Group with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Hornor Townsend & Kent Inc and LPL Financial. In addition to his advisory work, he is involved in a non-variable insurance business in Bellevue, WA. Snider Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets and employs a strategic asset-allocation approach with tactical overlays, utilizing managed funds, ETFs, individual securities, and third-party managers.