Pictured left to right: Bill Calohan, Dean Wilson, Lott Rogers and Mark Jenkins.


Your Life...Your Way.  Plan It.  Live It. 
We can help make it happen.


Welcome to our website, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

We have 70 years of combined financial services experience.  Our mission is to help our clients work toward their financial goals not only for themselves, but for their families and their businesses by assisting them with strategies for asset accumulation, wealth preservation, fund distribution and legacy transfer.

We are here to help educate you about the basic concepts of financial management; help track your progress along the path towards your financial goals; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "Favorites" in your Internet browser. We frequently update our information, and we would not want you to miss any developments.

Please do not hesitate to contact us if you have any questions or would like to schedule a complementary review.


Lynchburg Office: 121 Goldenrod Place, Lynchburg, VA  24502, 434-832-0012

Halifax Office: 1 Houston Street, Halifax, VA  24553, 434-476-7000