OUR COMPANY

Honest people. Honest advice.
Honest growth.

Executives

Nicholas A. Subich, CPFA

President and CEO

Nicholas S. Frazetta

Chief Operating Officer

Advisors

Isabel Nguyen

Director of Advisor Operations

Jordan Dunsmore, CEP

Wealth Manager

Joshua R. Yoskosky

Branch Wealth Manager

Joseph E. Simon, CIMA®

Senior Wealth Manager

Brody O. Simmons

Wealth Manager

Jay Rhoads, Jr., APMA®

Wealth Manager

Michael Vojnik Jr.

Wealth Manager

Pablo Morantes

Wealth Manager

Jim Wehrheim

Wealth Manager

Charles J. Pinchotti, CFP®, CRPC®, CLU®, ChFC®

Wealth Manager

James H. FitzSimmons, Jr.

LPL Registered Administrative Assistant

Creig Batcheler

Wealth Manager

Administrative

Gabby Viragova

Chief of Staff

Taylor Morrison

Executive Assistant to the CEO

Brina C. Davis, FPQP®

Vice President of Integration

Lexa R. Walker

Director of Administration

Kelsey Stormer

Senior Client Service Associate

Madison Mossellem

Client Service Associate

Austin Barber

Facilities Manager

Brooke Cullen

Branch Administrative Manager

Lisa Imafidon

Client Service Associate

Karida Celestine

Client Service Associate

Paulette Dreyfuss

Senior Client Service Associate

Gabrielle Strickler

Administrative Associate

Jessica Hawthorne

Branch Administrative Manager

Insurance

Raquel R. Corey

Director of Insurance

Muriah H. Price

Insurance Producer

Financial Planning

Stephanie A. Bracken, CFP®, FPQP®

Director of Financial Planning

Tori Jackson

Financial Paraplanner

Integration

Dakota Cannoy

Transition Specialist

Ian Logue

Transition Specialist

Marketing & Media

Jordan Jury

Director of Media and Video Production

Marli McCullough

Event Planning

Lucy Cheng

Marketing, Social Media, Content Creator Associate Intern

OUR History

You're in good hands...

In 2019, Nicholas Subich founded YTS Wealth Management with a focus on excellence. Today, serving clients nationwide, the firm has seen remarkable growth. Joined by partner Nick Frazetta in 2023, they aim to redefine wealth management by prioritizing personalized service over digital detachment. Despite industry trends, their commitment to in-person guidance has led to exceptional results, with a 1200% growth in five years. Managing over a billion dollars in assets, YTS provides tailored solutions, specializing in retirement planning, asset management, financial planning, insurance, and tax preparation, all seamlessly integrated into an exclusive financial platform.

Get ahead of your financial future.

At YTS Wealth Management, we’re here to help  you pursue the future you envision in all aspects of your financial life.

Our Values

Push Boundaries

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Get in Touch

Win Together

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See Services

Constantly Learn

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Learn More

We meet you where you are.

Thousands impacted in 30+ states nationwide.