Staunton

Conveniently located just off of I81, our Staunton office which is actually located in Verona, opened in July 2021.

Our Financial Advisors: Sarah Fowler, Raymond Gay, Don Benner, Roller Shipplett, and Jakki Avery; and five Client Service Associates: Lisa Aleshevich, Mindy Schwartz, Brooke Pritt, Alicia McAnney and Katie Bosserman; are proud to serve families, investors and business clients in the Shenandoah Valley. These associates know the importance of giving back to the community and have all been involved in many organization boards and have volunteered their time.

We strive to continuously strengthen relationships by communicating openly, managing wealth with transparency, delivering real value and taking a sincere interest in your life. It is this emphasis on client relationships that has helped us be named a Best Place to Work by Virginia Business Magazine and the Best of Virginia by Virginia Living Magazine.

We encourage you to contact our Staunton location at (540) 430-7696 and let us discuss with you our range of proven, creative wealth management and financial advisory services.

Branch Manager: Shreve Rohle