Our advisors

Andy Huggins, Private Wealth Advisor serving the Roanoke, VA area - Ameriprise Advisors

Andy Huggins

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Andy Huggins Visit Andy Huggins's website
John Everson, Private Wealth Advisor serving the Roanoke, VA area - Ameriprise Advisors

John Everson

CFP®, MS

Private Wealth Advisor

Franchise Owner
Learn more about John Everson Visit John Everson's website
Stewart Barnes, Private Wealth Advisor serving the Roanoke, VA area - Ameriprise Advisors

Stewart Barnes

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Stewart Barnes Visit Stewart Barnes's website
James Harlow, Private Wealth Advisor serving the Roanoke, VA area - Ameriprise Advisors

James Harlow

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Harlow Visit James Harlow's website
Christopher Goehner, Financial Advisor serving the Roanoke, VA area - Ameriprise Advisors

Christopher Goehner

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christopher Goehner Visit Christopher Goehner's website
Susan Kagey, Private Wealth Advisor serving the Roanoke, VA area - Ameriprise Advisors

Susan Kagey

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Susan Kagey Visit Susan Kagey's website
Paul Sakellariou, Private Wealth Advisor serving the Roanoke, VA area - Ameriprise Advisors

Paul Sakellariou

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Paul Sakellariou Visit Paul Sakellariou's website
Nicole Tayman, Financial Advisor serving the Roanoke, VA area - Ameriprise Advisors

Nicole Tayman

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nicole Tayman Visit Nicole Tayman's website
Phillip McCoy, Financial Advisor serving the Roanoke, VA area - Ameriprise Advisors

Phillip McCoy

CFP®

Financial Advisor

Learn more about Phillip McCoy Visit Phillip McCoy's website
Matthew Ely, Financial Advisor serving the Roanoke, VA area - Ameriprise Advisors

Matthew Ely

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew Ely Visit Matthew Ely's website
Joshua Kyger, Financial Advisor serving the Roanoke, VA area - Ameriprise Advisors

Joshua Kyger

CFP®

Financial Advisor

Financial Planning Specialist
Learn more about Joshua Kyger Visit Joshua Kyger's website
Sheryl E. Crawford, Financial Advisor serving the Roanoke, VA area - Ameriprise Advisors

Sheryl E. Crawford

Financial Advisor

Learn more about Sheryl E. Crawford Visit Sheryl E. Crawford's website

Our team

Erika Bowers

Erika Bowers

Client Service Manager

Roles & Responsibilities

  • Client Service Coordinator
  • Calendar management and appointment scheduling
  • Handles all incoming telephone calls and mail
  • Client meeting file preparation
  • Compliance record retention
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Steven Tyler Butler

Steven Tyler Butler

Paraplanner

Lisa Everson

Lisa Everson

Office Manager

Qualifications

  • Bachelor of Science - Shepherd University, 1986

Roles & Responsibilities

  • Office Administration
  • Human Resources compliance
  • Responsible for Financial Plan prep & tracking
  • Administration of Business Process Tracker
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Carol Franceschini

Carol Franceschini

Office Manager

Roles & Responsibilities

  • Office Administration
  • Responsible for Financial Plan prep & tracking
  • Administration of Business Process Tracker
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Angela Holmes

Angela Holmes

Paraplanner

Qualifications

  • Series 7
  • Series 65
  • Series 63
  • Series 31
  • Life and Health Licensed
  • Bachelor of Arts, University of Virginia, Charlottesville VA

Roles & Responsibilities

  • Assists advisors in preparing for client meetings
  • Executes trades and provides general client service
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Bobbi Hutson

Bobbi Hutson

Client Service Specialist

Vicki Lee

Vicki Lee

Client Service Specialist

Qualifications

  • Bachelor of Science, Radford College

Roles & Responsibilities

  • Coordinates all client meetings
  • Provides support for the day-to-day operations of the practice
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Tonya Stahmer

Tonya Stahmer

Client Service Specialist