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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Sara Epperly - Associate Financial Advisor
Sara Epperly
Associate Financial Planner

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Morgan graduated from Radford University Spring of 2020 with a degree in Sports Administration. She just graduated with her master’s in business administration (MBA) from Southwest Baptist University.
Morgan Goodman
Associate Financial Planner

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Traci Rose - Client Services Specialist at Partners in Financial Planning in Salem VA
Traci Rose
Manager of Operations & Billing

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Andrea is a graduate from Liberty University and obtained her bachelors of science in Business Administration, with a concentration in Finance.
Andrea Sylvestre, FPQP®
Client Services Specialist

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Karen Huang has 10 years of restaurant management experience and decided to take her knowledge into client services.
Karen Huang
Client Services Specialist

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Rachel is a recent graduate of Virginia Tech
Rachel Harding
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.