Wealth Advisors
David Shnitzer, CFP®, CRPC™, APMA®, BFA™
MANAGING PARTNER - WEALTH ADVISOR
David Shnitzer began his career in the financial services industry over 20 years ago as a financial advisor with American Express Financial Advisors. In 2005, the financial advisor division of American Express was spun off as Ameriprise Financial. David became a Branch Manager in Westborough, MA in 2010. In 2015, he was asked to lead the Boston Complex and took on the role of Complex Director in Boston.
In 2022, David decided to devote all his time to working with his clients and stepped down from his leadership role with Ameriprise Financial. In 2024, David left Ameriprise Financial to launch Care Private Wealth, a supported independent team practice within Lincoln Investment. David is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional specializing in financial planning for families and business owners.
David lives in Sudbury, MA. He is married to Shoshana and has three wonderful daughters, Ayla, Eliana, and Zara. The family loves to travel together, creating everlasting memories from once-in-a-lifetime experiences. David enjoys coaching youth soccer and basketball for his daughters' teams. He is also a co-founder of ONETrack International, a recognized 501(c)(3) organization that promotes a transition-to-home approach to addressing the global orphan crisis.
Keith Fredrickson, CFP®, CRPC™, AIF®Senior Vice President - Wealth Advisor
With over two decades in financial markets, I bring a dynamic, client-centered approach to wealth management rooted in integrity, strategic planning, and a deep understanding of capital markets. My journey began in 1998 with an internship at MJ Meehan & Company, where I first recognized that the movement of capital reflects human decisions, hopes, and dreams. From 2004 to 2007, I honed my skills as a trader on the NYSE floor with Van der Moolen Specialists, before transitioning into wealth advising at Merrill Lynch. During my time there, I realized that true financial guidance extends beyond investments and requires a fiduciary mindset focused on aligning wealth with personal values and long-term goals.
With Care Private Wealth, I provide comprehensive financial planning and an emphasis on investment management, retirement planning, tax-efficient strategies, estate planning, and asset protection. My mission is to help individuals, families, and business owners navigate complex financial decisions with confidence and clarity. As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Chartered Retirement Planning Counselor (CRPC™), and Accredited Investment Fiduciary® (AIF®), I am committed to delivering personalized solutions tailored to my clients' unique needs, ensuring their financial success is both strategic and purpose-driven.
I believe the highest purpose in life is to serve others. As a Senior Vice President and Wealth Advisor, I take the time to truly get to know my clients, their goals, priorities, and what matters most to them. Trust is the foundation of any good relationship, and I believe that starts with genuine connection. I tailor my advice to fit not just financial objectives but personal values
Outside of work, I’m a lifelong learner. I studied liberal arts and philosophy at Bard College, and my curiosity has led me to explore everything from jazz theory to personal growth. Music is a big part of my life. I play guitar, sing, and compose jazz and rock songs. I also focus on continuously improving not just financially, but physically and emotionally. Whether it's in my personal life or my profession, I’m always striving to grow, connect, and make a meaningful impact.
🔹 Specialties: Wealth Management, Investment Strategies, Tax-Efficient Planning, Retirement Planning, Estate & Legacy Planning, Financial Literacy, Risk Management, Asset Protection
🔹 Let’s Connect: If you’re seeking a financial partner who prioritizes trust, transparency, and tailored solutions, I’d love to help.
Vandolf Parish
ASSOCIATE VICE PRESIDENT - WEALTH ADVISOR
As a financial advisor here at CARE, I rely upon my knowledge and experience to offer wealth management strategies to help you pursue your short- and long-term goals. I dedicate myself to thoroughly understanding your priorities and providing you with the attention and customized goals-based strategies that you should expect from your advisor.
I work closely with you to identify and prioritize your various goals and then develop a customized roadmap to suit your circumstances and your unique feelings and attitudes. Whether you are concerned about retirement, education planning, risk protection or contemplating a major acquisition, we will work together to implement a disciplined process to achieve your desired goals.
When working with a new client, I take the time to listen to and review their financial situation and identify their priorities and concerns. After gathering and analyzing this data I offer recommendations and develop a plan and approach that addresses their unique situation. Going forward, we will work together to monitor the plan’s progress and assess any necessary changes or enhancements.
I pride myself on providing an exceptional level of client care and service, and I invite you to contact me to see how my knowledge and service model can help you meet your financial needs.
Joe Klempel
ASSOCIATE VICE PRESIDENT - WEALTH ADVISOR
I believe you should have total confidence in the advice you receive and the decision you make with your money. As a financial advisor, I always start by understanding your values and ensuring that your short and long-term goals point back to those values. Early on we will discover what’s important to you as the starting point and compass for the financial planning process. This will provide you with a clear, comforting vision of the future and guide your investment decisions today.
I enjoy building strong relationships with my clients and keeping a pulse on their life events no matter what season they are in. Whether it’s bringing a new baby home, sending children off to college, paying off your mortgage or mourning the loss of a spouse, I make it a priority to stay connected with my clients and stand ready to serve when they need it most. Having a strong relationship with your advisor will result in better communication and better understanding when tough decisions stand in your path. The most important thing to me is that my clients feel heard, and that all recommendations are given based on what they hold important and what fits their needs, wants, and goals.
I grew up on my family’s cattle ranch in Eastern Montana and graduated from MSU-Bozeman with a degree in Agricultural Education. In 2020, after an 11-year career in the energy services industry, I followed my passion for teaching into the financial advising world. Today, I live in Helena, Montana with my wife, Courtney, and our three children. When I’m not advising clients, I enjoy coaching my children’s sports and spending time in God’s creation hunting and fishing.
Alison Vento
ASSOCIATE VICE PRESIDENT - WEALTH ADVISOR
I’m a dedicated financial advisor with over 18 years of experience helping clients build, preserve, and transfer wealth. Since earning my Bachelor of Science in Finance and Business Administration from California State University Northridge in 2006, I’ve been committed to delivering thoughtful, comprehensive planning and investment solutions that empower individuals and families to pursue their financial goals confidently.
I am originally from Peru, but I spent most of my life in Los Angeles before making an exciting move to South Florida in June 2024 with my husband and our two boys, ages 5 and 7. We’re loving our new home and exploring our vibrant community here. Outside of work, you’ll often find me hiking scenic trails, kayaking, cooking, or planning family getaways and adventures with family and friends.
Balancing career and family is central to who I am, and it fuels my energetic approach to advising clients.
Today, I hold FINRA Series 7 and Series 66 registrations, Variable and Life Insurance licenses, and the professional designations ChFC®, WMCP®, and CRPC®. These credentials reflect my ongoing dedication to staying at the forefront of financial strategies, retirement planning, wealth management, and risk mitigation
Whitney Jelinek
ASSOCIATE VICE PRESIDENT - WEALTH ADVISOR
What is important to you?
I want to get to know you- because before investing your money, I believe it's essential to invest our time in understanding what you're working toward.
What's important to me?
Family is my foundation. My Gramps was (and still is) my hero. He served in the Army Air Corps during World War II and inspired me to serve our country in the Air Force after high school. He was also remarkably financially savvy. My fascination with finance began with him. “A penny saved is a penny earned,” and “a bird in the hand is worth two in the bush” were some of his favorite sayings, and they've guided me ever since.
Education is another core value. My parents were teachers for over 28 years before their retirement, and their passion for learning inspired me to pursue my own education, earning a Master of Science in Family Financial Planning from Montana State University in 2017. I bring more than a decade of financial industry experience to my role as a Wealth Manager at CARE Private Wealth. I also hold the AAMS™ (Accredited Asset Management Specialist) designation, Series 7 and 66 registration, and insurance licenses in multiple states.
My clients are my focus. My goal is to help you create a personalized strategy that supports your long‑term financial goals. Clients benefit from my blend of old‑fashioned values and modern tools, a balance that reflects who we are at CARE Private Wealth. Whether you're planning for retirement, saving for a child's education, or exploring ways to reduce taxes, I'm here to help! Together, we'll build and maintain a strategy that evolves with your life.
Outside of the office, I love spending time with my husband and our very spoiled bulldogs—Bjorn and Lily, both English—and our rescue Remus, a Frenchie. Since moving to Gillette in 2015, we've been proud to be part of this community and enjoy volunteering locally, including at the Senior Center. On a nice day, you might find me out on my Harley or walking around the fishing lake or other local parks.
I’d love to connect. Call or email anytime Please call me at 307-257-8404 or email me to connect further!
Leonard Rea, CFP®
EMERITus - WEALTH ADVISOR
Leonard Rea is a CERTIFIED FINANCIAL PLANNER® practitioner with over 40 years of experience in taxation and financial services. He has been professionally licensed for 29 years and is a graduate of the College for Financial Planning in Denver, Colorado.
Leonard specializes in providing tax and advisory services to individuals and a wide range of service industries, with a strong focus on tax strategy and retirement planning. His extensive experience, combined with a commitment to client success, has made him a dependable advisor known for delivering personalized, forward-thinking financial solutions.
Tax services are not offered through, or supervised by, Lincoln Investment.