Anderson Wozny

Managing Director

Anderson has worked to help individuals and families chart their path to their financial and investment management goals for nearly 30 years. Along with his work as a practicing financial professional, he co-hosted a nationally syndicated personal financial radio show.

He graduated from East Carolina University with a BS in Business Administration and has a Masters of Science in Financial Services from The Institute of Business & Finance. He also holds the Certified Portfolio Manager® title from the Academy of Certified Portfolio Managers completed at Columbia University.

In his spare time, he enjoys spending time with his family and is a volunteer photographer for a number of local sports teams.

Victoria DeFreitas

Client Service Specialist

Victoria is our dedicated Client Service Specialist. She is often a frequent point of contact for clients as she is responsible for handling inquiries, processing paperwork, ensuring systematic plans are working properly, handling account maintenance, and keeping various internal systems up to date with accurate information. She is experienced in back-office operations and is our liaison to our custodians (Fidelity and Schwab).

Outside of her professional life, she is passionate about spending time with her family and friends, serving her local community, and traveling to new localities. These passions inspire her to continually expand her knowledge of and appreciate the world around her.