Our advisors

Advisor photo for Andy Huggins

Andy Huggins

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Andy Huggins Visit Andy Huggins's website
Advisor photo for John Everson

John Everson

CFP®, MS

Private Wealth Advisor

Franchise Owner
Learn more about John Everson Visit John Everson's website
Advisor photo for Stewart Barnes

Stewart Barnes

CFP®, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Stewart Barnes Visit Stewart Barnes's website
Advisor photo for Lee F Brooks

Lee F Brooks

CFP®, CRPC

Private Wealth Advisor

Learn more about Lee F Brooks Visit Lee F Brooks's website
Advisor photo for James Harlow

James Harlow

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Harlow Visit James Harlow's website
Advisor photo for Christopher Goehner

Christopher Goehner

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christopher Goehner Visit Christopher Goehner's website
Advisor photo for Susan Kagey

Susan Kagey

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Susan Kagey Visit Susan Kagey's website
Advisor photo for Paul Sakellariou

Paul Sakellariou

CFP®, BFA, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Paul Sakellariou Visit Paul Sakellariou's website
Advisor photo for Nicole Tayman

Nicole Tayman

CFP®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nicole Tayman Visit Nicole Tayman's website
Advisor photo for Phillip McCoy

Phillip McCoy

CFP®

Financial Advisor

Learn more about Phillip McCoy Visit Phillip McCoy's website
Advisor photo for Matthew Ely

Matthew Ely

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew Ely Visit Matthew Ely's website
Advisor photo for Joshua Kyger

Joshua Kyger

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joshua Kyger Visit Joshua Kyger'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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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

Tonya Stahmer

Tonya Stahmer

Client Service Specialist

Elizabeth Taylor

Elizabeth Taylor

Client Service Coordinator,

Marketing Specialist

Roles & Responsibilities

  • Office Administration
  • Calendar Management
  • Appointment Scheduling
  • Social Media Management
  • Marketing and Event Planning
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Kendall Husidic

Kendall Husidic

Client Service Coordinator

Personal Intro

  • Kendall is from the Roanoke area and has joined our team with six years of industry experience
  • She is licensed in insurance and has knowledge of financial planning, as well as maintaining client investment accounts
  • She will be the first line of contact in person, on the phone, or via email for The Myrias Group
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Amanda Erhart

Amanda Erhart

Client Service Specialist