Our Team

MEET OUR TEAM

Your future awaits. We're ready to lead the way.


Jason Dugan CFP®

PRESIDENT, AWG
BRANCH MANAGER AND
WEALTH ADVISOR, RJFS


“I want to live a purposeful life, making a difference in the lives of my clients, their financial journey, and ultimately our community as a whole.”


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Derek Snyder CFP®, AAMS ®

WEALTH ADVISOR, RJFS


“I strive to build relationships and make a difference in all aspects of people’s lives.”


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Yaacov Yisrael AAMS®, CRPC℠

DIRECTOR OF BUSINESS DEVELOPMENT, AWG
WEALTH ADVISOR, RJFS


“Life is about building relationships and I firmly believe it’s vital to success in anything we do. The relationships I build with prospective and existing clients allow me to understand their hopes, dreams, and goals for their future and how I can help them reach them.”


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William Elias George

WEALTH ADVISOR, RJFS



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Amanda Butler

DIRECTOR OF OPERATIONS, AWG
BRANCH PROFESSIONAL, RJFS


“We are what we repeatedly do. Excellence, then, is not an act, but a habit.”


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Jo’nelle Fetzer

OPERATIONS ASSISTANT, AWG
BRANCH PROFESSIONAL, RJFS


“I believe positive relationships are the building blocks of successful communication. A smile goes a long way!”


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Kimberly Tallman

OPERATIONS ASSISTANT, AWG
BRANCH PROFESSIONAL, RJFS


“Getting to know our clients, their goals, and their dreams is the best part of my job!”


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Jason Dugan
CFP®

PRESIDENT, AWG
BRANCH MANAGER AND
WEALTH ADVISOR, RJFS

Derek Snyder
CFP®, AAMS ®

WEALTH ADVISOR, RJFS

Yaacov Yisrael
AAMS®, CRPC℠

DIRECTOR OF BUSINESS DEVELOPMENT, AWG
WEALTH ADVISOR, RJFS

William Elias George

WEALTH ADVISOR, RJFS

Amanda Butler

DIRECTOR OF OPERATIONS, AWG
BRANCH PROFESSIONAL, RJFS

Jo’nelle Fetzer

OPERATIONS ASSISTANT, AWG
BRANCH PROFESSIONAL, RJFS

Kimberly Tallman

OPERATIONS ASSISTANT, AWG
BRANCH PROFESSIONAL, RJFS

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