Our Team

Success is no accident.  Pollock Investment Advisors understands the challenges families face today.  From planning for retirement, to managing debt, to saving for college, the nuances of personal finance can be overwhelming. It is our passion to serve as our clients’ financial quarterback.

Pollock Investment Advisors recognizes the importance of a primary advisor capable of overseeing the multi-dimensional aspects of a family’s financial affairs. By acting in a fiduciary capacity, we keep clients focused on a meaningful and purpose-driven financial future.

We coordinate the management of each client’s full financial portfolio. From planning, to execution, to follow-up, each client gets our team’s undivided attention. This frees our clients up to focus on the other important aspects of their lives.

James K. Pollock, CFA

Managing Partner

734.929.2520

734.929.2528

With over thirty years of experience managing money for a wide range of personal, corporate, retirement, private foundation and endowment portfolios, Jim Pollock provides clients with a common-sense perspective when managing their...

Read more

Robert N. Pollock, Jr.

Managing Partner

734.929.2520

734.929.2528

Mr. Pollock's investment career began with Paine Webber in 1986 as an investment broker. Two years later he joined Beacon Investment Company, where he started as a Senior Portfolio Manager and eventually became a shareholder and member...

Read more

Nicklaus M. Areddy, CFP®, CRPC®

Senior Portfolio Manager

734.929.2520

734.929.2528

Nick started his career with Pollock Investment Advisors in 2013. He is a graduate of The University of Michigan with a Bachelor degree in Economics and Communication. Pollock Investment Advisors first hired Nick as an intern, where he...

Read more

Rory M. Brandon

Operations Manager

734.929.2520

734.929.2528

Rory Brandon began her career in finance at a registered investment advisory firm in Traverse City, Michigan. While there, she honed her operational and organizational skills, and discovered her passion for client service. In 2010,...

Read more

Avence Snyder

Client Experience Specialist

Read more

Melinda Waltner

Operations Assistant

Harper

Chief Window Watcher