Our Team
David Shober
Financial Planner
& Investment Advisor
Using the most sophisticated financial planning tools currently available David assists his clients with the following:
- Investment management
- Cash flow analysis
- Retirement planning
- Estate planning
- Insurance assessments and planning
- College planning
“I believe in developing and maintaining a solid relationship based on trust and integrity to help my clients achieve what’s truly important in their lives.”
David Shober is an Investment Advisor Representative with Osaic Wealth, Inc. and has been an Investment Advisor since 2001. He currently holds Series 66 and Series 7 licenses as well as life, health and long-term care insurance licenses.
Stephen Zelcer
Financial Planner
Stephen Zelcer is the source of Financial Education for Federal Employees. He stands at the intersection between your Federal Benefits and your personal finances and advises you on how to integrate your Federal benefits with the rest of your financial life. Instead of just receiving information about your benefits, Stephen guides you in what you could or should be doing to make the most of your money.
Stephen has been working with federal employees at all GS levels, including executives and judges, since 2007.
He has helped hundreds of Federal Employees.
Stephen is not registered nor affiliated with Osaic Wealth, Inc.
Steve Collins
Financial Planner & Investment Advisor
For over 20 years, Steve has worked with his clients to strengthen their finances and help foster a better understanding of their financial situation. He prides himself on being able to take complicated financial matters and simplify them into easy-to-understand concepts. Steve has built a strong client base of local police and fire fighters. The son of a retired Montgomery County police officer, Steve knows firsthand the many financial decisions facing local first responders today. He has spent the last 20 years learning about their workplace benefits and serving their financial needs.
“I believe that you can never communicate too much. My clients take comfort in knowing their financial advisor is always just phone call away. Communication is paramount”
Steve Collins is an Investor Advisor Representative with Osaic Wealth, Inc. He has been an Investment Advisor since 2009. He worked in an advisor support role from 2000-2008. He currently holds Series 66 and Series 7 licenses as well as life, health, and long-term care insurance licenses.
Susan Redding
Office Manager
With a career spanning four decades, I have dedicated my professional journey to the dynamic and ever-evolving realm of the hospitality industry. Throughout these years, my focus has been on the work of accounts and budgets, contributing significantly to the financial success and operation efficiency of various departments.
In addition to financial acumen, my role involved collaborating closely with cross-functional teams. Building strong relationships with colleagues in operations, HR and corporate leadership has been instrumental in achieving my organizational goals.
I believe that in the landscape of finance, success is not solely measured in numbers but in the trust we build, the integrity we uphold and the positive impact we create.