

Focus Areas
- Wealth Strategies
- Portfolio Reviews
- Intergenerational Planning
- Government Employees
- Farmers and Ranchers
- Estate & Legacy Strategies
Focus Areas
- Wealth Strategies
- Portfolio Reviews
- Intergenerational Planning
- Government Employees
- Farmers and Ranchers
- Estate & Legacy Strategies
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Antiquing
- Scuba Diving
- Traveling
- Vintage Cars
Team Members
Kerrie ForrestBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Fri | Closed |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(540) 764-4904Fax
(888) 404-7054Office Address
111 S Main StGordonsville, VA 22942opens in a new window
Mailing address
P O Box 216Gordonsville, VA 22942
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