Our Team

We work hard so you don't have to.

Our clients are why we do what we do. Providing peace of mind knowing we are here for you every step of the way.

At Partners in Financial Planning, our owners and staff are committed to the delivery of superior service based on a foundation of honesty, integrity, and ethical treatment of one another and our clients.

Meet Our Team

Pam Poldiak - Fee-Only Financial Planner at Partners in Financial Planning in Salem VA
Pam Poldiak, CFP®, CPA
Co-Founder/Financial Planner

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Rich Bryan - Fee-Only Financial Planner at Partners in Financial Planning in Salem VA
Rich Bryan, CFP®
Partner/Financial Planner

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Chris Bishop, CFP®
Partner/Financial Planner

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Stephen Bain - Fee-Only Financial Planner at Partners in Financial Planning in Salem VA
Stephen Bain, CFP®
Partner/Financial Planner

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Joseph Schmidt
Financial Planner

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Todd Dalton - Fee-Only Associate Financial Planner at Partners in Financial Planning in Salem VA
Todd Dalton, EA
Associate Financial Planner

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Seth Carter
Seth Carter
Associate Financial Planner

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Kimberly Wimmer - Client Services and Communications Manager at Partners in Financial Planning in Salem VA
Kimberly Wimmer
Client Services & Communications Manager

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Traci Rose - Client Services Specialist at Partners in Financial Planning in Salem VA
Traci Rose
Client Services Specialist

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Monique Carpenter
Client Services Associate

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Serviced by a team of professionals with over 100 years of combined financial services experience and knowledge.

You dream it. We plan it. You live it.