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(276) 628-5910
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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, CFP®

J. Wade Lopez, CFP® 
Abingdon, Virginia Office

Founder, CEO

(276) 628-5910

(276) 623-1593

Jon Weatherly

Jon Weatherly 
Abingdon, Virginia Office

Partner / Wealth Advisor

(276) 628-5910

(276) 623-1593

Justin Lopez

Justin Lopez 
Abingdon, Virginia Office

Partner / Wealth Advisor

(276) 628-5910

(276) 623-1593

Sheila Lopez

Sheila Lopez 
Abingdon, Virginia Office

Director of Marketing

(276) 628-5910

(276) 623-1593

Debbie Brown

Debbie Brown 
Abingdon, Virginia Office

Director of First Impressions

(276) 628-5910

Carrie Reeves

Carrie Reeves 
Abingdon, Virginia Office

Operations Associate

(276) 628-5910

(276) 623-1593

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