Our Firm

Professionally qualified. Positively focused. Personally engaged.

Like other financial advisors, we specialize in wealth management – but that’s where the similarities end. We believe in the positive values of human character as much we believe in the positive results of intelligent investing. To us, it really comes down to honesty. Each member of our team has made a personal commitment to help families and organizations manage their wealth in an environment of trust, respect, and dependability. The relationships we establish with each client are based on building and maintaining their long-term financial health, and to serve as more than a financial planner, but as a partner devoted to their success.

We founded our firm for those who appreciate concierge service, personal relationships, and a comfortable setting. Our planners have been recognized both professionally and in the community for their commitment to excellence.

We have a broad team with many serving behind-the-scenes functions. Below find our client-facing team members.

FINANCIAL PLANNING TEAM

J.D. Pellecchia, CFP®, CIMA®, CKA®

Managing Partner, Founder

Profile

William L. Mehserle, Jr. AIF®,CFP®,CPWA®

Partner, Planner

Profile

Logan Wills

Senior Client Relationship Manager

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Elio Chiarelli Jr., Ph.D.

Retirement Planning Specialist

Profile

Pascal Roduit

Chief Investment Officer

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Michelle Heins

Administrative Assistant

Profile

Independent Financial Partners

PFS Signature Wealth enjoys the complete support of Independent Financial Partners, a broker-dealer and registered investment advisor based out of Tampa, Florida. Their comprehensive service platform gives us access to a full range of technological, compliance, marketing, operational and administrative services, allowing us to to focus on what matters most: serving our clients. IFP and PFS Signature Wealth are separate entities.

Bill Hamm

Chief Executive Officer, Independent Financial Partners

Karen Hamm

Chief Administrative Officer, Independent Financial Partners

Chris Hamm

Chief Operating Officer, Independent Financial Partners

Aaron Gilman

Chief Investment Officer, Independent Financial Partners

Jeff Acheson

Chief Business Development Officer, Independent Financial Partners

Abby Bohatch

Manager, New Accounts, Independent Financial Partners

Pete Nunley

Director of Asset Management, Independent Financial Partners

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and PFS Financial are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.
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