OUR TEAM

Your purpose is our passion.

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.

Founder, Wealth Manager
MBA, ChFC
®, CLU®

David Koren

PHONE
EMAIL
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Portfolio Manager
CFP
®

Michael P. Smith

PHONE
EMAIL
our-team-caleb-vaughan.jpg

Financial Planning Strategist
CFP
®

Caleb Vaughan

PHONE
EMAIL
our-team-john-gargula.jpg

Risk Management & Retirement
Plan Specialist

John Gargula

PHONE
EMAIL
our-team-robbie-koren.jpg

Operations Manager

Robbie Koren

PHONE
EMAIL
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Senior Client Service Specialist

Caroline Bacon

PHONE
EMAIL