Snavely Associates Financial Services

Shawna Nale is a financial advisor at Snavely Associates Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at Snavely Associates Financial Services and The O.N. Equity Sales Company. Outside of her advisory role, she has worked as a registered tax preparer during tax season and is involved in life insurance and annuity product sales. Snavely Associates Financial Services provides financial planning, asset-allocation advice, and portfolio management primarily for individual clients, including high-net-worth households, as well as trusts and estates. The firm manages portfolios on a non-discretionary basis, utilizing fundamental analysis and both long- and short-term investment strategies.

Jack Snavely is a financial advisor at Snavely Associates Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Life Insurance Company. In addition to his advisory role, he is a licensed insurance agent selling life, long-term care, and fixed indexed annuities. Snavely Associates Financial Services provides financial planning, asset allocation advice, and portfolio management primarily for individual clients, including high-net-worth households, as well as trusts and estates. The firm manages approximately $182.57 million in assets on a non-discretionary basis, using fundamental analysis and both long- and short-term investment strategies.