OUR LOCATIONS

Staunton Office

Our Staunton office is where we began—grounded in community and built on relationships. Meet with our team for thoughtful, forward-looking planning and guidance that’s professional, personal, and easy to understand.

5 Middlebrook Ave,
Staunton, VA 24401

Monday–Friday
8:30 AM – 4:30 PM

(540) 712-0288

MEET THE TEAM

Meet Our Staunton Team

  • A man with a beard and blue eyes in a blue suit, white shirt, and pink tie standing in front of a brick wall.

    Seth Liskey

    FOUNDER & CEO | CERTIFIED FINANCIAL PLANNER® | CERTIFIED EXIT PLANNING ADVISOR®

    Learn More
  • Close-up portrait of a smiling woman with long wavy red hair, light skin, and freckles, wearing a navy blazer over a gray top and a delicate gold necklace, against a blurred brick wall background.

    Laurie Maddox

    FINANCIAL ADVISOR | CERTIFIED EXIT PLANNING ADVISOR®

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  • Portrait of a smiling woman with long wavy brown hair, wearing a black blazer and a black top with a polka dot mesh detail, against a blurred brick background.

    Ashley Ferguson

    FINANCIAL ADVISOR

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  • A woman with shoulder-length brown hair smiling, wearing a green top and black blazer, standing against a blurred brick wall background.

    Emily Curry

    CLIENT SERVICE MANAGER

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  • A woman with curly, blonde hair wearing a red blazer, black top, gold jewelry, and smiling against a brick wall background.

    Michelle Marino

    CLIENT SERVICES MANAGER

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  • Portrait of a woman with wavy brown hair wearing a black blazer and red top, smiling, with a blurred brick wall background.

    Ashley Simmons

    CLIENT SERVICE ASSOCIATE

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Rooted in Historic Downtown Staunton.

Our History

PARKING INFORMATION

Visit our Staunton Office.

There's convenient parking right near our door. You’ll find street parking along Middlebrook Avenue or you can park at the New Street Parking Deck. Arriving for a meeting? Call ahead and we'll point you to the easiest place to park.

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