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Abingdon Office

955 West Main Street

Abingdon, VA 24210

Phone: 276-628-5910

Fax: 276-623-1593

Mon-Fri: 8:00 AM - 5:00 PM

A Vital Role in Preserving Your Wealth

Our advisors in Abingdon, VA realzie the importance of developing effective game plans that make the complex simple. They work with families and businesses to establish date specific, time specific goals, execute priorities, and by creating real solutionsthat preserve your wealth. Becoming your most valuable resource is their mission and they do this by following a carefully crafted, strategic process that keeps you in control.

J. Wade Lopez

J. Wade Lopez, CFP®, MSFS  |  
Abingdon, VA Office

Founder, CEO

(276) 628-5910

(276) 623-1593

Jon Weatherly

Jon Weatherly  |  
Abingdon, VA Office

Partner / Wealth Advisor

(276) 628-5910

(276) 623-1593

Justin Lopez

Justin Lopez  |  
Abingdon, VA Office

Partner / Wealth Advisor

(276) 628-5910

(276) 623-1593

Sheila Lopez

Sheila Lopez  
Abingdon, VA Office

Director of Marketing

(276) 628-5910

(276) 623-1593

Debbie Brown

Debbie Brown 
Abingdon, VA Office

Director of First Impressions

(276) 628-5910

Carrie Reeves, MBA

Carrie Reeves, MBA

Operations Associate

(276) 628-5910

(276) 623-1593

Emily N. Lee

Emily N. Lee, CFP®, CPWA®  |  
Abingdon, VA Office

Wealth Advisor

(276) 628-5910

(276) 623-1593

Matt Heitman

Matt Heitman

Growth Strategist

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