Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Kevin joined the team full-time for the 2011 tax season after preparing tax returns on a part-time basis in previous years. He earned his Bachelor's degree in Accounting from James Madison University. Kevin spent four years in the...
Carrie joined our team in 2016. Carrie works with clients to establish new accounts, manage portfolios, and execute strategic wealth management based on their goals. She is hard-working and dedicated to clients.
Debbie joined the firm in 2021 as a client service representative. She assists the firm with client communications, scheduling, and administrative support. She loves working with people and has great communication skills. She has spent...
Theresa handles client services for the firm and provides administrative support for our clients. She has been with the firm since 1976 in which she has acted in many different capacities. Theresa's most recent work experience outside...