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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

David  Binns-Loveman

David K. Binns-Loveman

EVP Operations & Strategies & Managing CFP®, RICP®, Retirement Planning Specialist

540-427-6721

540-904-6051

L Suzanne Cronise

L Suzanne Cronise

Retirement Planning Specialist, EVP Sales & Development & Managing Partner

540-427-6721

540-904-6051

Shannon Underwood

Shannon Underwood

President & Principal, Retirement Planning Specialist

540-427-6721

540-904-6051

 Bruce Elliott

Bruce Elliott

CLU, Director & Financial Strategist

540-427-6721

540-904-6051

 Mark Jenkins

Mark Jenkins

VP of Investment Relations & Wealth Management

434-832-0012

434-832-1172

 Dean Wilson

Dean Wilson

CERTIFIED FINANCIAL PLANNER(TM) professional, VP of Financial Strategies

434-832-0012