Staunton

Contact Information

202 S. Lewis Street
Suite 201

Staunton, VA 24401

Phone: (540) 609-5386

Toll-Free: (800) 846-6666

Staunton
Advisors
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Jakki Avery, CFP®, CRPC®, APMA®

Jakki Avery, CFP®, CRPC®, APMA®

First Vice President-Investments
Financial Advisor
(540) 609-5384 website
202 S. Lewis Street
Suite 201

Staunton, VA 24401
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Don Benner

Don Benner

Managing Director
(540) 609-5381 biography
202 S. Lewis Street
Suite 201

Staunton, VA 24401
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Sarah Fowler, AAMS®

Sarah Fowler, AAMS®

First Vice President - Investments
(540) 430-7807 biography
202 S. Lewis Street
Suite 201

Staunton, VA 24401
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Raymond Gay, CFP®, AIF®, CPFA®

Raymond Gay, CFP®, AIF®, CPFA®

First Vice President - Investments
(540) 383-9825 biography
202 S. Lewis Street
Suite 201

Staunton, VA 24401
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H. Roller Shipplett, Jr.

H. Roller Shipplett, Jr.

Managing Director
(540) 609-5383 website
202 S. Lewis Street
Suite 201

Staunton, VA 24401
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Will Sowers, CFP®

Will Sowers, CFP®

Senior Vice President-Investments
(540) 609-5387 biography
202 S. Lewis Street
Suite 201

Staunton, VA 24401

Contact us

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

Phone: (800) 846-6666