With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Advisors

Katherine E Crow, Private Wealth Advisor serving the Staunton, VA area - Ameriprise Advisors

Katherine E Crow

CRPC®, CLTC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Katherine E Crow's website

Team

Penny Gilbert

Penny Gilbert

Office Manager

Jennifer Williams

Jennifer Williams

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner
Bridgett Beasley

Bridgett Beasley

Client Relationship Manager

Stephanie Harrison

Paraplanner