Abingdon, VA

955 West Main St. Abingdon, VA 24210

MEET the Abingdon TEAM

J. Wade Lopez,


Founder, CEO

Jon Weatherly


Partner / Wealth Advisor

Justin Lopez


Partner / Wealth Advisor

Emily N. Lee,


Wealth Advisor

Jonathan Manela


Partner / Chief Growth Officer

Matt Heitman


Partner / VP of Business Development

Sheila Lopez


Director of Marketing

Carrie Reeves,


Operations Associate

Debbie Brown


Director of First Impressions

Jimmy Gobble


Director of Relations

Travis Proffitt,


Certified Public Accountant

Stephanie Henderson


Accounting Specialist

Contact Us

Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.

We live and work near you

Abingdon , VA

955 West Main St. Abingdon, VA 24210

(276) 628-5910

Boston, MA

One Kelley Square #208 Worcester, MA 01610

(508) 719-8510

Richmond, VA

5309 Commonwealth Centre Parkway - Suite 109 Midlothian, VA 23112

(276) 628-5910

Rockville, VA

2400 Old Brick Rd - Suite 74 Glen Allen, VA 23060

(276) 628-5910

Charlottesville, VA

26 Garrett St. - Suite A Charlottesville, VA 22902

(434) 226-2651

Huntington, WV

218 13th St. Huntington, WV 25701

(304) 697-7083