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Meet Our Team!

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. 

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

A. Rhodes Wilson, MBA, EA*, CFP®, CLU®

Founder

A. Rhodes Wilson is a successful businessman with more than 30 years experience in management positions requiring creative thinking, detailed planning and faultless execution.

Rhodes is a graduate of the US Military Academy at West Point. He served as an Army officer for 21 years (seven on Active Duty and 14 in the National Guard). After leaving active duty he earned an MBA from the University of South Dakota and joined the world of business. In 1989 he left the corporate world to start his own tax preparation firm.

Since inception, ARW Wealth Management has grown and developed as Rhodes identified and addressed his clients' needs. He became an IRS Enrolled Agent, which requires detailed knowledge of the tax code and its continual changes, and qualifies him to represent clients before the IRS. He obtained various Securities and Insurance licenses to provide his tax clients with sound investment advice. Rhodes currently holds Series 7 and Series 63 licenses with FINRA, maintains Securities Licenses in 17 states and Insurance Licenses in 15 states.

Rhodes is a Certified Financial Planner® practitioner. He holds membership in Pennsylvania Society of Tax and Accounting Professionals, National  Association of Enrolled Agents and Bucks County Estate Planning Council.  These associations allow Rhodes to stay current with changes in tax law and investment regulations to better help his clients make decisions about their financial future.

*Not practicing as an EA for Guardian or its subsidiaries or affiliates.

 

Registered Representative & Investment Advisor of Park Avenue Secuirties, Financial Representative of Guardian

Nyle Berkes, LUTCF®

Financial Representative

Nyle holds a BA in Education from Bloomsburg University and taught at the elementary level prior to entering the financial services field.  He owned and operated his own Insurance agency for 7 years and now has 15 years of industry experience. Along with managing his book of business, Nyle currently works as a mentor and trainer, helping develop financial service representatives of all levels.


In his free time, he enjoys driving his race car, golfing and spending time with his wife and 3 daughters.

 

Registered Representative of Park Avenue Securities, Financial Representative of Guardian

Cynthia Hall

Office Manager

Cindi was born to be the ultimate business assistant! She loves dealing with the countless details of running a financial office. Her goal is to ensure clients and visitors have a positive experience every time they contact our office.

Cindi is also the person who shepherds account paperwork through the system until each action is complete. She holds FINRA Series 6 and Series 63 licenses, and a PA insurance license. These, along with an Associate Degree in Business from Lansdale School of Business, her background in tax preparation, and experience with real estate management, contribute to her management of the daily operations of ARW Wealth Management.