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Combining over 100 years of financial services experience, the Willett Phelan Myers Rodts Wealth Management Group works with individuals, families, and businesses to guide financial decision-making and create plans to help accomplish our client’s goals. Led by Chris Willett, Scott Phelan, Kevin Myers, and Avery Rodts — our team is dedicated to growing clients' wealth, protecting their assets, and utilizing tax-efficient planning strategies. We work with and for our clients, tailoring plans to fit their unique needs, preferences, and values. Through our comprehensive and client-first approach, we foster long-term relationships to advise clients through all phases of their financial journey.
Awards
2025 Forbes Best In State Wealth Advisor
Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2025 Best in State Wealth Advisor.
2025 Forbes Best In State Wealth Management Team
WPMR has been recognized as a 2025 Forbes Best in State Wealth Management Team.
2024 Forbes Best in State Wealth Advisor
Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2024 Best in State Wealth Advisor.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Chris Willett
Executive Vice President / Investments, Financial Advisor
Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor
Kevin T. Myers, CFP®
Vice President/Wealth Management, Financial Advisor
Avery Rodts
Vice President / Investments, Financial Advisor
Steven W. Edwards
Account Executive
Tricia M. Fleury
Account Executive
Cindy Hions-Dayoub
Account Executive
Amanda Medrow Myers
Financial Planning / Client Associate
Betty Ralph
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Working With Our Team
Watch this video to learn about our team’s client service philosophy and what to expect when working with our team.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Two for Twenty Podcast
Episode 17 - Understanding Insurance
Listen in to this quarter's podcast with Scott Phelan and Todd Shambo with State Farm as they discuss insurance.
Episode 16 - Venture Capital
Listen in to this quarter's 2 for 20 podcast with Scott Phelan and Mike Dowdle as they discuss Venture Capital.
Episode 15 – Update with Chris Marinac
Listen in to this quarter's podcast with Scott Phelan, Kevin Myers, and Chris Marinac, Director of Research at Janney as they discuss the current markets.
Monday Morning Outlook
Not So Hot - June 7, 2025
Read this week's Monday Morning Outlook provided by First Trust.
America's 3.5-Second Miracle - Jun 30, 2025
Read this week's Monday Morning Outlook provided by First Trust.
Mirror-Image Quarters and Iran - June 23, 2025
Read this week's Monday Morning Outlook provided by First Trust.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.