“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 30 years ago. Dan obtained the CERTIFIED FINANCIAL PLANNER^TM 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. In the years, 2008, 2014 through 2021 and 2023, Dan has been named The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.


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.

                                                     

“Clients hire me to serve as their personal Advisor.  With me reviewing their finances, it allows them the freedom to focus on other priorities.”

As a Senior Financial Advisor, Chad understands what it is like to build a practice. It can be difficult managing everything that needs your attention. That’s where Chad can help. He specializes in working with busy professionals. Utilizing a goals-based approach, Chad strives to provide sound investment advice, allowing you to focus on running the business, or meeting personal objectives, confident that your financial affairs are being managed and are in proper order.

He began his career as a financial advisor more than 28 years ago with a predecessor firm of Wells Fargo Advisors. In the years, 2008, 2014 through 2021 and 2023, Chad has been named to The Platinum Council (previously known as Premier Advisor), a distinction held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

A graduate of James Madison University, he earned Bachelor of Science in 1994. 


Chad and his wife Lesley reside in Salem with Floyd, their German Short-Haired Pointer, and Saint, their Plott Hound. Together they have three children, Cam, Luke and Nick. One of their favorite pastimes is spending time as a family at Smith Mountain Lake. 

An avid sports fan, he enjoys golf and mountain biking. He particularly enjoys biking in the natural beauty of Carvins Cove.  

Chad volunteers in the community with youth and AUU sports leagues and proudly supports the Virginia Tech football program by working the chains during games, a position he has held for over 20 years.

                                                    

“Helping you safeguard what you have worked your entire life to build is an honor for me.”

Danny is passionate about helping his clients feel confident they have the financial freedom to do what matters most to them. Whether you dream of traveling the world, leaving a legacy to support a cause that is dear to you, supporting future generations or any other goal you can imagine – helping protect and grow your wealth is his life’s work. He does not take this responsibility lightly, as a result, he employs a process that helps achieve the goal of building and protecting your wealth.

He began his career as a financial advisor more than 37 years ago and moved to a predecessor firm of Wells Fargo Advisors in 1997.  Danny has been named to The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

He earned a Bachelor of Science in Psychology and Math from Roanoke College. 


Danny and his wife Page are proud to call Roanoke home. After raising children and building careers, they enjoy the simple things in life like spending time with the family and enjoying time outdoors together. 

An active member of the Peloton^® community, you can routinely find Danny cycling to unwind. He also enjoys reading in his downtime.

Giving back to his community is a priority for Danny, he actively supports the SPCA and the American Red Cross.

                                                    

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.