J. Wade Lopez, CFP^® 
Abingdon, Virginia Office

Founder, CEO

(276) 628-5910

(276) 623-1593

wade@concordwealthpartners.com

Justin Lopez 
Abingdon, Virginia Office

Partner / Wealth Advisor

(276) 628-5910

(276) 623-1593

justin@concordwealthpartners.com

Jon Weatherly 
Abingdon, Virginia Office

Partner / Wealth Advisor

(276) 628-5910

(276) 623-1593

jon@concordwealthpartners.com

Gail Maidenbaum, MBA 
Rockville, Maryland Office

Partner / Wealth Advisor

(301) 984-4461

(301) 984-4458

gail@concordwealthpartners.com

Amy Moffatt, CFP®
Rockville, Maryland Office

Wealth Advisor

(301) 984-4461

(301) 984-4458

amy@concordwealthpartners.com

Daniel T. Thornton 
Charlottesville, Virginia Office

Wealth Advisor

434-226-2651

434-234-8182

daniel@concordwealthpartners.com

Tyler Caveness 
Roanoke, Virginia Office

Wealth Advisor

540-613-8267

tyler@cavenessadvisory.com

J. Wade Lopez, CFP^® 
Abingdon, Virginia Office

Founder, CEO

Jon Weatherly 
Abingdon, Virginia Office

Partner / Wealth Advisor

Justin Lopez 
Abingdon, Virginia Office

Partner / Wealth Advisor

Jonathan Manela

Partner

Matt Heitman

Partner

Todd M. Williams

Partner / CPA at Trainer, Wright & Paterno

Sheila Lopez 
Abingdon, Virginia Office

Director of Marketing

(276) 628-5910

(276) 623-1593

sheila@concordwealthpartners.com

Debbie Brown 
Abingdon, Virginia Office

Director of First Impressions

(276) 628-5910

debbie@concordwealthpartners.com

Carrie Reeves 
Abingdon, Virginia Office

Operations Associate

(276) 628-5910

(276) 623-1593

carrie@concordwealthpartners.com

Daisia Pratt 
Rockville, Maryland Office

Operations Associate

(301) 984-4461

(301) 984-4458

daisia@concordwealthpartners.com