Our advisors

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
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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
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Rhonda Monger

Rhonda Monger

Office Manager

Personal Intro

Harrisonburg, VA Office

Qualifications

  • Bachelor of Science, Dietetics, 1999, James Madison University
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Amy Nichols

Amy Nichols

Client Service Specialist

Personal Intro

Harrisonburg, VA Office

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Walker Frye

Intern