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.

Danielle Bailey

Financial Planning Analyst

Danielle is a passionate and driven Financial Planning Analyst with a degree in Marketing from West Virginia University. This institution instilled in her a strong work ethic and a commitment to excellence that she carries with her throughout her career. She holds the professional designation as a Chartered Retirement Planning Counselor (CRPC).

In her role as a financial planning analyst, she excels in important and necessary aspects of the financial planning process such as research, data gathering, projections, analysis, compliance, and workflows. In addition, Danielle also heads up our client education and marketing efforts making sure that we are getting relevant information sent out in a timely fashion.

When not immersed in numbers and spreadsheets, she loves to socialize and connect with people to build relationships. Travel is another of her passions, but above all, her family and dog Gracie are at the center of her world. 

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.