Our advisors

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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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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Glenn Kent

Glenn Kent

Financial Planning Assistant

Qualifications

  • Series 7
  • Series 66

Roles & Responsibilities

  • Assists financial planning advice department
  • Assists in general client service and support
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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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Marvis Milroy

Marvis Milroy

Client Service Manager

Roles & Responsibilities

  • Manages our calendar and client scheduling in Winchester.
  • Handles all incoming phone calls.
  • Assists with client meeting preparation.
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