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(276) 628-5910
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Charlottesville Office

126 Garrett Street, Suite A 

Charlottesville, VA 22902

Phone: 434-226-2651

Fax: 434-234-8182

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

ARTICULATING CLIENT GOALS

Our Charlottesville approach to financial planning revolves around a relationship with the client which focuses first on clearly articulating the client’s goals, then devising a plan to direct investments towards achieving those goals. We recognize the importance of having someone you can trust to foster these goals and help turn them into real life events and experiences.

Daniel T. Thornton

Daniel T. Thornton 
Charlottesville, Virginia Office

Wealth Advisor

434-226-2651

434-234-8182

Amy Moffatt, CFP®

Amy Moffatt, CFP®
Rockville, Maryland Office

Wealth Advisor

(301) 984-4461

(301) 984-4458

Todd M. Williams

Todd M. Williams

Partner / CPA at Trainer, Wright & Paterno

(304) 697-7083

Staff

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

Daisia Pratt

Daisia Pratt 
Rockville, Maryland Office

Operations Associate

(301) 984-4461

(301) 984-4458

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