Broker Check

Our Values: To Glorify God and Serve Others

David Elmore, EA, CFP ©

LPL Financial Advisor

(540) 943-4193

(540) 949-8827

[email protected]

David Elmore opened Bookkeeping & Management Systems Inc. in 1987 to serve individuals and businesses in the areas of tax, accounting, estate planning and payroll services. Quickly, realizing the growing need for financial planning and...

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Marlana Lancaster

LPL Financial Advisor

(540) 943-4193

(540) 949-8827

[email protected]

Born and raised in Augusta County, Marlana joined FMI in May 2006. She is a graduate of Eastern Mennonite University receiving a Bachelor's degree in Business Administration with minors in Economics and Missions. Her life goal is to...
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Jay Ford

Operations Manager

(540) 943-4193

(540) 949-8827

[email protected]

Jay has been a part of the Financial Management team since November of 2012. He graduated from Indiana University with a major in Marketing and a minor in Psychology. He brings many valuable years of business experience to Financial...
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Adrian Hall

Research Coordinator

540-943-4193

540-949-8827

[email protected]

Adrian Hall was born and raised in the Northern Neck which is on the eastern side of Virginia. She came to the Shenandoah Valley in order to attend...

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Abby Pannell

Client Services Associate

(540) 943-4193

(540) 949-8827

[email protected]

Abby joined the FMI team in May 2016. She attended Eastern Mennonite University for two years, later transferring to Old Dominion University where she earned her Bachelor's degree in Psychology. Abby brings valuable experience from...

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Sharon Fessier

Client Services Associate

(540) 943-4193

(540) 949-8827

[email protected]

Sharon has over 50 years' experience in the banking and financial services field. She joined Financial Management Inc in 2005. Sharon works closely with the Advisors in a support capacity to provide not only the Advisors, but also our...
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