David holds degrees from Virginia Tech and Virginia Commonwealth University and became a CERTIFIED FINANCIAL PLANNER™ in 2005. He specializes in comprehensive financial planning and the discretionary management of financial assets. David grew up in Salem, Virginia where he lives today with his wife, Robyn, and their three children.
Principal, Director of Wealth Management and Financial Planning
Director of Business Development
Heather studied Human Services at New River Community College and is a former intern and volunteer with CASA of NRV CARES. Heather is originally from Christiansburg, Virginia but moved to Roanoke with her husband while he completed his nursing degree at Jefferson College of Health Sciences. They are now settled into the area and enjoy exploring the valley with family and friends.
Stephanie is a Salem, Virginia native and a graduate of Elon University where she studied Human Services. She is mother to two children, whom she describes as "spunky." Together, they enjoy taking walks with their dog, Georgie, and traveling the valley in an effort to discover the undiscovered.
Tammy received her Bachelor's degree from Radford Unversty in 2001 and her Master's degree from Virginia Tech in 2006. She lives in Salem, Virginia with her husband and daughter and enjoys serving as a PTA volunteer and Girl Scout Cookie mom.
We don't aspire to be all things to all people...
There was a time when financial planning meant being handed a thick binder filled with reports and graphs and--somewhere in there--observations and recommendations. For us, planning means embarking on a dynamic, collaborative journey. Circumstances change. Goals evolve. Priorities shift. Our approach to planning is fluid and adaptable, just like life.
Markets are unpredictable, and we believe that navigating them requires a tactical approach that is objective and disciplined. We build customized portfolios for each client using proprietary investment strategies that are influenced by what the markets are doing--not what they should be doing. It's not magic, but it does require conviction. And that's our job.
SELECTIVE FIRM PERSONAL SERVICE
Wanting to get a head start? These might help...
These are pieces that we think address some of the more common questions or concerns that our clients have as they get started with financial planning. We have also included some "white papers" on focused topics, as well as our most recent seasonal newsletter and our weekly commentary. Enjoy!
Don't obsess, but take a peak every now and again...
Log in to the INVESTMENT PORTAL to view portfolio positions, review performance and download statements. The PLANNING PORTAL is for reviewing your financial plan, running balance sheets and net worth statements, and managing your budget.
Questions? Comments? We'd love to hear from you.
Conversations cost nothing. If you are committed to creating a roadmap to retirement and you want a partner who shares your conviction, then let's chat. If after talking we agree that working together makes sense, then...
300 E. 2nd Street
Salem, VA 24153
This content is developed from sources believed to be providing accurate information. The information on this site is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted.