Staunton

Located on the 2nd floor of Sunspots Studios on the corner of S. Lewis Street and Middlebrook Avenue in the historic downtown shopping and dining district in Staunton, Virginia.

202 S. Lewis Street also known as the Klotz Building (1929). The Klotz building in downtown Staunton, Virginia is a historic building that was built in 1929 to house a scrap metal, hides, and fur business. The Klotz building was built in 1929 by the Klotz Brothers, Amos and Jacob. History of the building can be found here on page 9.

Our Financial Advisors: Sarah Fowler, Raymond Gay, Don Benner, Roller Shipplett, Jakki Avery and Will Sowers; and six Client Service Associates: Lisa Aleshevich, Mindy Schwartz, Brooke Pritt, Alicia McAnney, Katie Bosserman and Kim Nye; 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 and let us discuss with you our range of proven, creative wealth management and financial advisory services.

Branch Manager: Shreve Rohle