Local CFP® professionals.
Invest in your tomorrow, today!
Meet the Team
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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.
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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.
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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!