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.
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.
Senior Client Service Representative
Meridith joined the team in March 2013. With more than 12 years of experience in the industry, she enjoys interacting with and helping clients in her position as Senior Customer Service Representative. Her main focus is to service your accounts and answer any questions you may have.
She lives in Cross Junction with her husband, Jason, and their four adorable dogs: Gus, Tink, Winnie, and Sophia. Meridith enjoys spending time with her husband and pups. She also enjoys gardening, reading, and craft projects.
Client Service Representative
Natalie joined our team in March 2015 and now has more than 7 years of experience in the industry. She enjoys speaking with clients, servicing client accounts, and managing the office schedule. Natalie also enjoys interacting with clients and providing them with a positive experience. Natalie 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 Lake Frederick community with her four-legged son, Watson! Natalie is an avid Washington Nationals fan and spends as much time as possible in DC cheering on her Nats. When she’s not at Nationals Park, Natalie enjoys reading, traveling, and blogging about her many adventures. Natalie is engaged to Ryan Lapp, and they will be married in Autumn 2022.
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.