Team
At Portfolio Advisory Associates, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- Am I paying more than I need to in taxes?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
David Wendt has been in the financial services business for over 25 years. He was a partner in both national and local CPA firms. He has worked with hundreds of individuals, boards and finance committees in developing financial plans.
Erik Pedley has worked as a Manager at KPMG in the commercial audit practice and as a Managing Consultant at CrossCountry Consulting serving some of the largest financial service institutions in the DC region.
Juliet Hendrickson, ESQ.
Estate and Tax Planning Team
Juliet Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group with more than 17 years of experience providing tax planning consultation to financial professionals. She provides specialized advice and...
Le is our relationship manager and heart of the office. Long-term relationships that encourage open and honest communication and trust have been the cornerstone of our foundation for success. Having Le as a consistent voice on the...
Stanley Smiley, ESQ.
Estate and Tax Planning Team
Stan Smiley is the senior vice president of Cetera Financial Group’s Advanced Planning Group. With more than 35 years of legal and estate business planning experience, he provides consultative services for Portfolio Advisory...