Snider Financial Group

06/12/2026

Check out the newest edition of our newsletter, the Snider Insider, to keep up to date on all the latest Snider Financial Group News.

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Email from Snider Financial Group June 2026 Newsletter   Last Month at SFG   King County Developmental Disabilities and Early Childhood Supports Resource Fair Sheldon Sweeney, Wealth Advisor and Speci

06/02/2026

Meet the Team: Chris Boisjolie, Director of Investments at Snider Financial Group

Chris joined Snider Financial Group as a Client Service Associate in 2018. He graduated from Seattle Pacific University with a B.A. in Economics in 2017. During his time at SPU, he served as an analyst on the SPU Student Investment Fund and focused his studies on investing and finance. Before joining Snider Financial Group, Chris spent a year teaching English, Economics and Finance in Fuzhou, Fujian, China.

In 2021, Chris moved into the Senior Client Service Associate and Investment & Trading Specialist role, where he managed the client service, trading, and investment management operations. After seven years of providing excellent client service and taking on progressively more responsibility in the Snider Financial Group Investment Committee, Chris moved into the Director of Investments role in 2025. He now oversees the Investment Committee, leading research and portfolio management operations.

Are you interested in working with SFG? Contact us today! https://conta.cc/4rvJGrwe

05/26/2026

Meet the Team: Alan Gursky, Case Design Specialist at Snider Financial Group

After a long career as a CPA and CFO—including roles at companies such as Sharp Business Systems and Burlington Northern Inc.—Alan had already successfully retired as a client of Snider Financial Group. However, his passion for numbers and financial strategy led him to rejoin the workforce in 2012 as part of the SFG team. With deep expertise in corporate accounting and finance, Alan now applies his extensive knowledge to help clients achieve their financial goals.

Known for his meticulous attention to detail, Alan is dedicated to making the financial planning process both thorough and personalized to each client’s needs.

Are you interested in working with SFG? Contact us today! https://conta.cc/4rvJGrwe

05/19/2026

Meet the Team: Destri Fite, Client Service Associate at Snider Financial Group

Destri joined Snider Financial Group in 2023 as our Director of First Impressions. In 2025 she was promoted to a full-time position on the Client Service team, where she helps clients navigate through intricate financial paperwork processes, including setting up new accounts and servicing existing ones. With over 10 years’ experience in customer service, along with a background in mortgage loan originating, Destri excels in providing a warm and welcoming client experience.��

Are you interested in working with SFG? Contact us today! https://conta.cc/4rvJGrw

05/12/2026

Meet the Team: Abby David, Senior Client Service Associate at Snider Financial Group

Abby started out as Snider Financial Group’s dedicated Admin Consultant at LPL Financial in 2022. By 2024 she made the full transition to SFG team as a Client Service Associate and in 2025 she was promoted to Senior Client Service Associate. She graduated from San Diego State University with a B.S. in Business Administration with an emphasis in Finance. Since then, she’s been working in the finance industry helping advisors achieve their clients’ financial goals.

Abby’s main role at Snider Financial Group revolves around guiding her team of Client Service Associates in elevating the client service experience and operational efficiency. With her strong organizational skills and analytical thinking, she’s committed to the success of the team, providing clear communication and ensuring goals are met. Abby appreciates the collaborative and supportive culture at Snider Financial Group, and always strives to provide excellent service to our clients.

Are you interested in working with SFG? Contact us today! https://conta.cc/4rvJGrw

05/05/2026

Meet the Team: Rachel Starbird, Director of First Impressions at Snider Financial Group

Rachel joined Snider Financial Group in 2025 as our Director of First Impressions. With a strong background in both medical scheduling and banking, she brings a unique combination of organizational expertise, customer service excellence, and financial insight to the role. She is committed to ensuring seamless communication, assisting clients and staff with professionalism, and fostering a welcoming environment.

Are you interested in working with SFG? Contact us today! https://conta.cc/4rvJGrw

04/28/2026

Meet the Team: Heather Bush, Chief Compliance Officer and Chief Operations Officer at Snider Financial Group

Heather joined Snider Financial Group in 2015. As the COO/CCO, she leads with a dynamic blend of strategic vision and operational knowledge. With a seasoned 20+ year background in the financial industry, she spearheads initiatives to optimize business processes, drive growth, and enhance overall organizational performance. Known for her ability to navigate complex challenges, she plays a key role in shaping and executing the company’s operational strategies, as well as overseeing the day-to-day operations. Heather is committed to fostering a collaborative and high-performing culture, with a team that serves our clients best.

For Heather, the clients of Snider Financial Group are what drive the personalized and relational services provided. The firm’s client-centric focus, where clients are life-long relationships, has allowed her to carefully build a unique team that nurtures a collaborative and supportive culture, and promotes open communication and idea-sharing.

Are you interested in working with SFG? Contact us today! https://conta.cc/4rvJGrw

04/21/2026

Meet the Team: Kam Sahota-Middleton, Wealth Advisor at Snider Financial Group

With more than 30 years in the financial industry, Kam brings a depth of experience that's hard to match. Her background spans both investments and mortgage brokerage, giving her a uniquely complete view of her clients' financial lives. That well-rounded perspective shapes everything she does - from building comprehensive plans to guiding confident, informed decision-making.

Born in the United Kingdom and raised in Vancouver, Canada, Kam earned her Certified Financial Planning designation through the Financial Planning Association of Canada before relocating to the U.S. in 2014. She now calls West Seattle home, where she and her husband Nevin are deeply rooted in their community.

Are you interested in working with Kam? Contact us today! https://conta.cc/4rvJGrw

04/14/2026

Meet the Team: Sheldon Sweeney, Wealth Advisor at Snider Financial Group

Sheldon’s path to the financial services industry has been anything but traditional. After earning a B.S. in Nautical Industrial Technology from the California Maritime Academy, he spent several years in the maritime industry, before discovering his true passion – helping people.

At Snider Financial Group, he has found a team-oriented environment perfectly aligned with his values and client-first philosophy. Sheldon truly enjoys helping individuals, families, and business owners alike planning for retirement while protecting and preserving the legacies they have built.

Sheldon is especially passionate about working with families of children with special needs – a commitment inspired by his youngest daughter who has Down syndrome. He understands firsthand the unique challenges these families face and the importance of thoughtful, comprehensive planning. In support of this mission, Sheldon has built a network of professionals who serve special needs community. He is frequently invited to speak at school districts and organizations, including the Washington State Fathers Network, and the Bellevue, Issaquah, Tahoma, and Kent School Districts.

Are you interested in working with Sheldon? Contact us today! https://conta.cc/4rvJGrw

03/05/2026

This prestigious recognition reflects our team's unwavering dedication to helping clients navigate their financial journeys with confidence and clarity.

For 25 years, we've provided personalized wealth management, retirement planning, and investment strategies tailored to each client's unique goals. We could not have achieved this without you, our most wonderful clients. We're grateful for the trust you place in us—and this honor only strengthens our commitment to greatness.

Are you interested in working with our award winning team? Contact us today! https://conta.cc/4rvJGrw