Our Team

We work hard so you don't have to.

Our clients are why we do what we do. Fee-Only Financial Planning, providing peace of mind knowing we are here for you every step of the way.

At Partners in Financial Planning, our team is committed to the delivery of superior service based on a foundation of honesty, integrity, and ethical treatment of one another and our clients. We would love to hear from you to see how we can help with your financial planning needs.

pfp team

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 Charleston SC
Rich Bryan, CFP®
Partner/Financial Planner

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Chris-Bishop-headshot
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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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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Brooke Leftwich
Associate Financial Planner

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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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Meagan Albert
Client Services Specialist

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Andrea Sylvestre
Client Services Specialist

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Karen Huang
Client Services Specialist

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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.