Founder Daniel Abbott has over 35 years’ experience working with retirement income planning and is a Chartered Retirement Planning CounselorSM (CRPC®). He is licensed for Life and Long-Term Care Insurance and Annuities in Virginia.
Scott Bartow – Scott Bartow has a Masters Degree in Administration from Cardinal Stritch University and has received additional Financial Services Planning education with Old Dominion University. Scott holds Insurance licenses in Life Insurance, Annuities, and Long Term Care. Scott is an Investment Advisor Representative with Global Financial Private Capital LLC an SEC Registered Advisor.
Danielle Randolph – Danielle is our Client Relationship Manager. She has been working with the firm since 2007 and is responsible for the overall success of the relationship with our client’s. She naturally develops and maintains a trusted relationship with the client which supports a spirit of partnership.
Our office staff is friendly, helpful and strives to be second-to-none in customer service.
We look forward to serving you!