Our Team
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Your purpose is our passion
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Our credentialed advisors have over 60 years of combined experience in the financial services industry. In our office we pride ourselves on ethics, morals and family values. We combine those with our skills, education and experience to help meet our client’s financial goals and objectives. We hold a firm-wide commitment of giving back to the RVA community through volunteering, board service and charitable giving.
DAVID KOREN
MBA, ChFC®, CLU®
Wealth Manager
Direct: (804) 622-1722
Email: