Meet Our Team

For more than 50 years, our family has helped individuals, families, and businesses build thoughtful financial strategies grounded in values, relationships, and a commitment that spans generations.

Art Fredericks

Retirement Planning Specialist

Art Fredericks has been helping over 2,000 families establish, conserve, and optimize their retirement planning since 1971. Through the years, he has maintained a relationship...

Allen Fredericks

Investment Advisor Representative

Allen R. Fredericks is a second-generation financial advisor and the owner of Fredericks Wealth Management, LLC, a family-founded firm dedicated to helping individuals and families...

Heather Fredericks

Operations Manager

Heather has earned her B.A and M.A. from Bob Jones University, and she is a Notary Public.

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Janece Fredericks

Newsletter Editor

Bio coming soon!

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