Locations > Staunton


Conveniently located just off of I81, our Staunton office which is actually located in Verona, opened in July 2021. Our experienced associates including Financial Advisors, Sarah Fowler and Raymond Gay, and client service associates, Lisa Aleshevich and Mindy Schwartz, 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 and the Best of Virginia by Virginia Living.

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

Meet Our Advisors


Sarah Fowler, AAMS®

First Vice President - Investments

Raymond Gay, CFP®, AIF®, CPFA®

Vice President-Investments

Contact us

Our team of advisors is ready to assist you with your financial goals.