I am well aware of the many obstacles we can face in preparing for retirement, as I have navigated many of them myself. From the difficulty of finding an advisor who is truly honest and trustworthy, to a divorce and even the loss of a partner, I understand on a personal level how insurmountable these barriers can feel. I've even heard someone say their retirement plan is to just not think about it.

Retiring with confidence and dignity means we do need to think about our future, but that doesn't have to be scary. I partner with my clients to focus not on the dollar amount, but the purpose behind that money. I want every client to understand the connection between what they hope to accomplish and the way they are invested.

I have been investing since the 1990s and navigated through several market cycles. I am passionate about helping people uncover their "why" for investing. It may seem a simple question, but have you ever thought about what you will need to be happy in retirement? What specific daily events are we funding? These questions are essential to finding a strategy that's right for you.

When I'm not thinking about investing strategies, I enjoy the companionship of my canine jogging buddies, Maverick and Radar. We often test out new hiking trails, especially in the state parks and national forests of the Blue Ridge Mountains. I'm also an avid swimmer (although not a fast one!) and I've recently begun to learn pickleball.

Deborah Landry is the Branch Office Administrator and oversees day-to-day operations to make your experience with us as smooth as possible. As a single mom, she can usually be found with her toddler, practicing her pretend skills in her after work hours.

We entered this business to make a difference in peoples’ lives. If you would like to learn more about how a purpose-centered approach can help you retire on your terms, let us know – we’d be honored to help.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Pets
  • Pickleball
  • Swimming
  • Hiking
  • Dancing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat 10:00AM - 04:00PM
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More