The Team

Our Advisors

Steven Shimp

Steven Shimp

Financial Advisor

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Designations

CFP®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options

Education

Bachelor of Science, Business Administration, Longwood University, 2000

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Our Staff

Liana Bauerle

Liana Bauerle

Client Service Manager

Caroline B Gioia

Caroline B Gioia

Paraplanner

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Qualifications

  • CFP
Lisa McGrory

Lisa McGrory

Client Service Coordinator