Working with our team, you won’t be subjected to the kind of automated service offered by many of the big, impersonal firms. When you reach out to us, you’ll always speak directly to a knowledgeable professional who is ready to guide you and take care of your needs.
Branch Operations Assistant
Abby joined our team in May 2023
Abby has over 20 years of experience in exceptional customer service and administrative support.
Born and raised in Montgomery County, Maryland. Abby moved to the Eastern Panhandle of WV in March of 2020. She has two sons, Brian and Gabriel, who keep her motivated to be their prime example of unconditional love. What she adores more than anything is her grand fur baby, Bubs. During Abby’s free time she loves spending it with her sisters, Dani and Lauren in a “Country State of Mind”. Abby enjoys classic country music, crafting, reality TV, and RomCom movies.
Danielle oversees the day-to-day operation of the business, making sure that everything is running smoothly and efficiently. She feels it is critical to maintain an upbeat, friendly working environment in order to achieve the best possible results.
Danielle joined our team in 2011. With more than 20 years of industry experience, she was able to bring a fresh perspective to the company, which has allowed us to expand upon providing exceptional service to our valued clients. Danielle holds the Series 7 and Series 63 securities registrations with LPL Financial.
Danielle enjoys spending time with her husband, Nick, and their four dogs Zorra, Lily, Scrappy, and Ace. She also enjoys trying new workout programs, is an avid reader, and loves to spend time at the beach whenever she can.
Karen joined our team January 2023.
Karen is the friendly voice that answers the phone and the welcoming smile that greets you when you visit the office. She takes care of scheduling clients for their appointments, prepares the meeting documents, and assists with servicing client's accounts.
Karen grew up in Toms Brook, attended Strasburg High School and has over 30 years of banking and customer service experience. She lives in Winchester City with her husband, Mike, and has two adult children. During her free time, Karen enjoys going for walks, traveling, and attending live theater shows.
Client Service Representative
Natalie joined our team in March 2015 and enjoys working alongside clients to help service their accounts and provide a positive experience. Natalie was born in California and raised in Mississippi before making her way to Virginia. She graduated from the University of Southern Mississippi in 2010 with a degree in anthropology and a minor in forensic science.
Natalie loves living in the Shenandoah Valley where she resides in the Woodstock community with her husband, Ryan, and their two pups! Natalie enjoys hiking and spending time in the outdoors and when she has free time, she enjoys reading and blogging about her adventures. She also loves Washington Nationals baseball and traveling - so far, she has made it to 42 of the 50 states and can count England, Scotland, Italy, Germany, Austria, and Canada as stops on her quest to see the world.
President and Founder
For more than 39 years, Bill Creveling has found great pride in assisting individuals with their financial and retirement planning needs. His extensive experience with company and personal retirement plans, Social Security retirement benefits, retirement income planning, and investment portfolio allocations provides the knowledge necessary to map out a thorough retirement strategy that successful retirees depend on. He places high value on client relationships and considers them the backbone of the practice.
Bill holds a CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning located in Denver, Colorado. He also holds a Chartered Retirement Planning CounselorSM certification from the College of Financial Planning. Bill is a graduate of Bridgewater College with a bachelor’s degree in business administration and economics. He holds FINRA Series 7 (General Securities Representative), Series 6 (Investment Company Products/Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law), and Series 65 (NASAA-Investment Advisors Law) registrations through LPL Financial and is registered to conduct business in 28 states across the U.S. and the District of Columbia.
Bill lives in Stephens City, Virginia, with his wife of 38 years. They are proud of their daughter and son-in-law who work in the field of social work. Outside of the office you will find Bill spending time with his family, offshore fishing in North Carolina on his boat, exercising, and enjoying the beach.