Our Financial Advisors
Meet our Investment and Insurance team!
“I enjoy helping people save for education, retirement, housing costs and charitable giving. Every situation is unique and I enjoy the challenge of finding the best options to help each individual or family.”
“I see myself as a resource, educator, and coach. Each client represents a unique story. My goal is to provide a personalized investment strategy that can change and adapt as life happens.”
"My goal is to keep things running efficiently and be a friendly point of contact for our clients."
1675 Virginia Ave., Harrisonburg (located in the Harmony Square Branch building)
Check the background of this firm on FINRA's BrokerCheck.