Our advisors

Garry Nichols

Garry Nichols

MBA, CFP®, APMA®

Private Wealth Advisor

Learn more about Garry Nichols Visit Garry Nichols's website
Jennifer Duncan

Jennifer Duncan

APMA®

Financial Advisor

Learn more about Jennifer Duncan Visit Jennifer Duncan's website
Morgan Nichols

Morgan Nichols

CFP®, CRPC®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Morgan Nichols Visit Morgan Nichols's website

Our team

Garrett West

Garrett West

Paraplanner

Molly Harper

Molly Harper

Client Service Manager

Personal Intro

Harrisonburg, VA Office

Qualifications

  • Bachelor of Science, Family Financial Management, 2005, Virginia Tech
View more
Nancy Goodman

Nancy Goodman

Office Manager

Personal Intro

Grapevine, TX Office

Qualifications

  • Associate of Science, Secretarial Science, 1979, John Brown University
  • Bachelor of Applied Arts & Sciences, Vocational Office Education, 1989, University of North Texas
View more
Rhonda Monger

Rhonda Monger

Office Manager

Personal Intro

Harrisonburg, VA Office

Qualifications

  • Bachelor of Science, Dietetics, 1999, James Madison University
View more

Walker Frye

Intern