Our advisors

Andy Huggins

Andy Huggins

Private Wealth Advisor

Learn more about Andy Huggins
John Everson

John Everson

Private Wealth Advisor

Learn more about John Everson
Stewart Barnes

Stewart Barnes

Private Wealth Advisor

Learn more about Stewart Barnes

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

Margaret Donald

Margaret Donald

Financial Planning Assistant,

Qualifications

  • Series 6
  • Series 63
  • Life and Health licensed
  • Paraplanner, College for Financial Planning

Roles & Responsibilities

  • Assists with client needs.
  • Prepares for client meetings and assists with financial plan process.
  • Manages our calendar and client scheduling in Harrisonburg.
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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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Jennifer Jones

Jennifer Jones

Paraplanner

Qualifications

  • Series 7
  • Series 65
  • Series 66
  • Life and Health licensed
  • BA, Marketing Education, Marshall University, Huntington, WV 1987

Roles & Responsibilities

  • Assists in preparing for client meetings and management of post meeting documentation and follow-up.
  • Executes trades and provides client service.
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Julie Jones

Julie Jones

Business Development Manager

Qualifications

  • BS, Information Technology Management, Western Governors University, UT , 2012
  • Paralegal Certification, National Institute for Paralegal Training, 1993

Roles & Responsibilities

  • Responsible for our marketing, advertising, sponsorships and event planning.
  • Manages our technology infrastructure needs.
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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

Colin Johnson

Colin Johnson

Paraplanner