Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Frederick W. Cutter IV
LPL Financial Planner
My work is built upon a simple concept: what's in YOUR best interest. That's summarized with one word: fiduciary. We offer an extremely "high touch" service model focused on delivering comprehensive, holistic investment advisory...
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Alison Howells
Client Support Specialist
Alison Howells provides licensed administrative support to the clients of Fred Cutter. Prior to her current role in the financial industry, Alison started and ran multiple successful businesses from Pennsylvania to Washington state....
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Baby Buttons (Puggles)
Chief Happiness Officer
Baby Buttons, (AKA "Puggles) serves as our firm's Chief Happiness Officer. She was born around August, 2020 and has been in our employ since December, 2020. In her role she lifts spirits, growls/barks at the mailman, and chases the...
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Timothy Denner
Client Service Associate
Timothy brings experience and enthusiasm with his background in management, administration, project management, and financial/banking inudstry customer service.
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