Blue Ridge Financial Partners  ------- -Serving the Greater Roanoke Valley and Southwest Virginia

At Blue Ridge Financial Partners, we work to assist the individuals and small business owners we serve with their financial concerns.  We understand the benefits of working with our clients to develop a unique strategy designed to fit their goals and aspirations.  Through a consultative, team approach we are able to help clients prepare for life's events including, but not limited to, risk management, retirement planning, estate planning strategies, and overall cash flow analysis.

Our team approach is the greatest strength we offer to our clients.  They can feel comfortable knowing that there is more than one person to assist them with their financial concerns.  In addition, each member of the Blue Ridge Financial Partners has an area of particular interest, knowledge, and experience which enhances our overall level of service to you, our client.  We strive to build high trust and life-long relationships with the clients we are blessed to serve.

As residents of the Roanoke Valley, we not only work together as a team within our office, but also in our community.  A diverse group of leaders comprise our team, each of whom are civic-minded and involved in various community organizations surrounding the Roanoke Valley and Greater Southwest Virginia.  You can read about some of these members and their involvement on their individual pages within this site.

Our team consists of the following members:

 

  • Shannon Underwood, President & Principal, Retirement Planning Specialist*
  • L. Suzanne Cronise, EVP Sales & Development &  Managing Partner, Retirement Planning Specialist*
  • David Binns-Loveman, EVP Operations and Strategies & Managing CFP®, Retirement Planning Specialist*
  • Steve Holt, Vice President, Retirement Planning Specialist*
  • Weston Meyers, Financial Representative 
  • Bruce Elliott, CLU, Director & Financial Strategist
  • Derek Carter, Financial Strategist
  • Emily Gale Eubank, Client Relations & Marketing Manager 
  • Tiffany Lynch, Executive Assistant & Operations

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We hope that you soon have the privilege of meeting one of our team members and we look forward to being able to assist you and your family in the future.

 

*Retirement Planning Specialist title awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.