Local CFP® professionals.

Invest in your tomorrow, today!

Meet the Team

  • Local CFP financial advisor, financial planner, wealth management assistance.

    Robert C. Denton, CFP®

    WEALTH MANAGEMENT ADVISOR

    Robert C. “Chad” Denton recieved his CERTIFIED FINANCIAL PLANNER™ designation in August of 2022 and has been serving in the financial services community for over 20 years.

    He is a lifelong resident of the Eastern Panhandle and enjoys spending time with family, coaching, fishing, and playing guitar on the church praise team.

  • Local client account and health insurance enrollment specialist.

    Jenna Morales

    CLIENT ACCOUNT SPECIALIST

    Jenna joined the team last year and has helped us to greatly enhance the overall client experience. She is a graduate of Cedarville University and Blue Ridge Community Technical College, and is a Sigma Tau Delta Honor Society Member.

    Jenna also attends church with her husband, Ray.

  • Local client relationship manager, experienced financial services professional.

    Meredith Denton

    CLIENT RELATIONSHIP MANAGER

    Meredith began her career in the financial services industry over 20 years ago. She was an outstanding intern with Northwestern Mutual where she won the prestigious Bronze Award for new intern representatives.

    Today she helps to make sure that every client feels comfortable and is treated with the highest quality of care. Meredith is a mother of two wonderful children and also serves on the hospitality team at church.

About Us

We are a CERTIFIED FINANCIAL PLANNER™ practice serving the greater Shenandoah Valley for over 20 years. Our primary focus areas include retirement planning, investing, and benefits consulting. Contact us for more information today!

Services Available

  • ACA Enrollment Support

  • Group Retirement Plans

  • Group Health Insurance

  • Group Benefits Administration Assistance

  • Benefits Analysis

  • Broker Support

  • IRAs and Rollover Services

  • Retirement Planning

  • Asset Allocation

  • 529 Education Planning

  • Estate Planning

  • Life Insurance