Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Longview Financial Group
Team photo for Longview Financial Group

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Our advisors

Advisor photo for Daniel Hanvey

Daniel Hanvey

Financial Advisor

Managing Director of Longview Financial Group
Learn more about Daniel Hanvey Visit Daniel Hanvey's website
Advisor photo for Tom Moss

Tom Moss

Financial Advisor

Managing Director of Longview Financial Group
Learn more about Tom Moss Visit Tom Moss's website
Advisor photo for Karen T McCanless

Karen T McCanless

MBA

Financial Advisor

Managing Director of Longview Financial Group
Learn more about Karen T McCanless Visit Karen T McCanless's website
Advisor photo for Meredith McCanless Teden

Meredith McCanless Teden

Financial Advisor

Managing Director of Longview Financial Group
Learn more about Meredith McCanless Teden Visit Meredith McCanless Teden's website


Our team

Heather M Lee

Heather M Lee

Practice Manager

Qualifications

  • Series 7, Series 66, Life and Health Insurance License

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Catherine Zvorsky

Catherine Zvorsky

Marketing Specialist

Jake Hanvey

Jake Hanvey

Intern