Your Team Members

                                                             

“My life’s work is helping my clients turn their dreams into reality by crafting customized investment strategies.”

Dan has always had a natural affection for the business that was fostered by his father. They would review the charts and tables in the journal and so began his path into the financial services field. What Dan learned from an early age is that investing wisely is not guess work, it requires a disciplined balanced approach that factors in every aspect of your financial life.  

We all know a goal without a plan is just a dream. Your finances are too important to be left to chance. Dan works with his clients to craft a custom plan based on your goals and objectives. This plan becomes the framework for all of the decisions you will make together during your financial journey. 

He began his career as a financial advisor more than 31 years ago. Dan obtained the CERTIFIED FINANCIAL PLANNER® certification in 2004. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. CFP® certificants also agree to meet ongoing continuing education requirements.  Dan earned a bachelor of science in business and economics from Randolph Macon College

Dan and his wife, Lisa reside in Roanoke. They have two children Sidney and Jack, both graduates of Virginia Tech. They like to stay active, working out together, enjoying outdoor activities and travelling. In his spare time Dan enjoys golfing. Each year he and his friends plan an annual golf destination, these trips have taken them to Ireland, Florida, Arizona, Wisconsin, to name a few.  

Giving back is important for Dan. He is a proud supporter of the American Cancer Society, SPCA and the American Heart Association. 

                                                     

“I help people simplify the financial side of life and business so they can focus on what matters most: living with purpose and building a confident future.”

With over 28 years of experience, Chad is a trusted advisor to individuals, families and business owners seeking clarity and confidence in their financial journey.  Known for his transparent, relationship-driven approach, he delivers personalized strategies that turn complexity into confidence and support long-term success.

As a PIM Portfolio Manager and Managing Director of Investments, Chad provides disciplined investment management and hands-on service. He crafts retirement, investment, succession, and multigenerational wealth strategies that are both empowering and practical. His ability to turn uncertainty into clarity-paired with a strong belief that great plans begin with great relationships makes him a trusted partner at every stage of life and business.

In the years, 2008, 2014 through 2021 and 2023, Chad was named to The Platinum Council, an honor among top-tier advisors for excellence in service and performance. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production based on the past year, and professionalism.

He holds a Bachelor of Science from James Madison University and lives in Salem with his wife, Lesley and their German Short-Haired Pointer. They enjoy spending time with their three sons–Cam, Luke and Nick–especially at Smith Mountain Lake or staying active through fishing, golfing and mountain biking.

                                                    

Lydia ensures that our clients’ needs are taken care of quickly and efficiently.  She is both passionate about delivering exceptional client experience, going above and beyond what is required to ensure their clients’ administrative and operational needs are met.

Lydia is no stranger to change, whether it be relocating to a new city, tackling a new career, or losing a spouse.  She understands first-hand how difficult change can be and prides herself in helping clients navigate difficult situations with empathy and professionalism. 

Daily she strives to ensure that clients’ administrative and operational needs are handled accurately and efficiently. Lydia is responsible for handling the day to-day administration of accounts, updating existing account information, managing account and fund transfers and answering questions regarding statements. 

She joined Wells Fargo Advisors in 2000 as a Client Associate and joined the team in 2010. Prior to joining Wells Fargo Advisors she held a variety of positions including LPN, working in a clay mine laboratory, and collector for General Electric Credit Card, to name a few. 

A native of upstate New York, Lydia has lived up and down the East Coast and has called Roanoke home since 2010.  A widow, Lydia treasures her time with her two beautiful daughters and grandchildren, Liam, Grace and Owen.  They spend as much time together as possible, one of their favorite pastimes is Christmas baking.  When she’s not entertaining her grandchildren, you’ll find Lydia gardening or attending services at Trinity United Methodist.

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“I enjoy learning about people and helping them build a strong financial foundation that brings long-financial confidence.”

Jim Howard is a Wealth Planning Associate with Summit Wealth Group and has more than 13 years of experience in the financial services industry. His background includes serving as a Financial Consultant and Advisor, where he worked closely with clients on wealth planning strategies while also supporting the operational and service functions that help advisory practices run efficiently. Through these roles, Jim developed a well-rounded understanding of both client-facing advisory work and the behind-the-scenes coordination required to deliver a high standard of service.

In his current role, Jim supports Summit Wealth Group through comprehensive wealth planning and client coordination, helping ensure each client receives thoughtful, well-organized guidance aligned with their long-term goals. He holds a bachelor’s degree in finance from Radford University.

Originally from Jamestown, Rhode Island, Jim has lived in Salem, Virginia since 2010. He and his wife, Jessie, are active members of the community and enjoy raising their two children, Liam and Delilah, in the Roanoke Valley. Outside the office, Jim enjoys spending time outdoors biking, hiking, and kayaking throughout the region.