Financial Managers

Jennifer Shroyer, Christian Tyler, Andrew Todd, Sheila Little, Manuel Villegas, Michael Krumholz, Sara Scott, Sally McFarland

Prudeo Partners is an independent investment advisory firm with more than 22 years of experience. Their team of financial advisors, portfolio managers, and service associates work together to go above and beyond client expectations. Our mission is to help clients have a plan for their future so that they can be confident they are on the right financial path to reach what’s most important to them.

We recognize that each client is unique, thus a client’s financial plan should not be based on a one-size-fits-all approach. Whether it is retirement, inheritance, job loss or the birth of a child, life changes and your financial plan should change with it. Planning is at the heart of what Prudeo Partners does, therefore, changes and adjustments are made as life happens. Let Prudeo Partners help you plan. 

Advisory Services offered through Prudeo Partners, LLC, an SEC Registered Investment Advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prudeo Partners and Fortune Financial Services, Inc. are separate entities.  There is no guarantee that financial plans or investment strategies will be successful. Investing involves risks, including possible loss of principal. Investors should always talk to a financial professional prior to making investment decisions.