Team

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

Founder, CEO

(276) 628-5910

(276) 623-1593

wade@concordwealthpartners.com

Justin Lopez  |  
Abingdon, VA Office

Partner / Wealth Advisor

(276) 628-5910

(276) 623-1593

justin@concordwealthpartners.com

Jon Weatherly  |  
Abingdon, VA Office

Partner / Wealth Advisor

(276) 628-5910

(276) 623-1593

jon@concordwealthpartners.com

Gail Maidenbaum, MBA  |  
Rockville, MD Office

Partner / Wealth Advisor

(301) 984-4461

(301) 984-4458

gail@concordwealthpartners.com

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

Wealth Advisor

(508) 719-8510

adam@concordwealthpartners.com

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

Wealth Advisor

301-984-4461

301-984-4458

becky@concordwealthpartners.com

Daniel T. Thornton  |  
Charlottesville, VA Office

Wealth Advisor

434-226-2651

434-234-8182

daniel@concordwealthpartners.com

Ed Zywien  |  
Worcester, MA Office

Wealth Advisor

(508) 719-8510

ed@concordwealthpartners.com

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

Wealth Advisor

(276) 628-5910

(276) 623-1593

emily@concordwealthpartners.com

John Wilson  |  
Worcester, MA Office

Wealth Advisor

(508) 719-8510

jwilson@concordwealthpartners.com

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

Wealth Advisor

(508) 719-8510

joe@concordwealthpartners.com

Tyler Caveness 
Roanoke, VA Office

Wealth Advisor

540-613-8267

tyler@cavenessadvisory.com

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

Founder, CEO

Jon Weatherly  |  
Abingdon, VA Office

Partner / Wealth Advisor

Justin Lopez  |  
Abingdon, VA Office

Partner / Wealth Advisor

Jonathan Manela

Partner / Chief Growth Officer

Matt Heitman

Growth Strategist

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

Partner

Sheila Lopez  
Abingdon, VA Office

Director of Marketing

(276) 628-5910

(276) 623-1593

sheila@concordwealthpartners.com

Debbie Brown 
Abingdon, VA Office

Director of First Impressions

(276) 628-5910

debbie@concordwealthpartners.com

Carrie Reeves, MBA

Operations Associate

(276) 628-5910

(276) 623-1593

carrie@concordwealthpartners.com

Daisia Pratt, FPQP®
Rockville, MD Office

Operations Associate

(301) 984-4461

(301) 984-4458

daisia@concordwealthpartners.com

Hiba Charara 
Worcester, MA Office

Operations Manager

(508) 719-8510

hiba@concordwealthpartners.com