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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, VA Office

Wealth Advisor

434-226-2651

434-234-8182

Adam Waitkevich

Adam Waitkevich, CFP®, CDFA™, ADFA™, Certified QDRO Specialist™

Wealth Advisor

(508) 719-8510

Becky Blevins, CFP®, CPWA®, MSFS

Becky Blevins,
CFP®, CPWA®, MSFS  |  
Rockville, MD Office

Wealth Advisor

301-984-4461

301-984-4458

Ed Zywien

Ed Zywien  |  
Worcester, MA Office

Wealth Advisor

(508) 719-8510

Emily N. Lee

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

Wealth Advisor

(276) 628-5910

(276) 623-1593

Hiba Charara

Hiba Charara 
Worcester, MA Office

Operations Manager

(508) 719-8510

John Wilson

John Wilson  |  
Worcester, MA Office

Wealth Advisor

(508) 719-8510

Joseph Waitkevich

Joe Waitkevich,
Certified QDRO Specialist™  |  
Worcester, MA Office

Wealth Advisor

(508) 719-8510

Todd M. Williams, CPA, CVA, ABI

Todd M. Williams, CPA, CVA, ABI  |  
Trainer, Wright & Paterno

Partner

(304) 697-7083

Hiba Charara

Hiba Charara 
Worcester, MA Office

Operations Manager

(508) 719-8510

Staff

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

Daisia Pratt

Daisia Pratt, FPQP®
Rockville, MD Office

Operations Associate

(301) 984-4461

(301) 984-4458

Hiba Charara

Hiba Charara 
Worcester, MA Office

Operations Manager

(508) 719-8510

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