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.
Greg Abbott is Dan’s son and partner. He has a degree from the University of California Berkeley in business finance and has been with the firm since 1990. Greg 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 Office Manager and Client Services Manager. She has been working with the firm since 2008 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.
Jeff Randolph – Jeff joined our team after a successful tenure as a Dean at a local College. Jeff has a Masters Degree in Education from Virginia Tech as well as a Bachelor of Business Administration Degree. Jeff holds Insurance licenses in Life Insurance, Annuities, and Long Term Care.
Our office staff is friendly, helpful and strives to be second-to-none in customer service.
We look forward to serving you!