Our Values: To Glorify God and Serve Others

David Elmore, EA, CFP ©

LPL Financial Advisor

(540) 943-4193

(540) 949-8827

david.elmore@lpl.com

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, MBA

LPL Financial Advisor

(540) 943-4193

(540) 949-8827

marlana.lancaster@lpl.com

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

jay.ford@lpl.com

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

adrian.hall@lpl.com

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

abby.pannell@lpl.com

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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Mia Windley

Client Service Associate

540-943-4193

mia.windley@lpl.com

Mia joined the FMI firm in May 2023. A graduate of West Virginia University with a Bachelor of Arts majoring in Child Development, Family & Consumer Science as well as Communication. With Mia’s passion to serve others, she will...

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