Our Values: To Glorify God and Serve Others

David Elmore, CFP®, CKA®, EA

CEO, Senior Wealth Advisor

(540) 949-8827

David Elmore founded Bookkeeping & Management Systems Inc. in 1987 to provide reliable support in tax, accounting, payroll, and estate planning services.

Marlana Lancaster, CFP®, MBA

Senior Wealth Advisor

(540) 943-4193

(540) 949-8827

marlana.lancaster@lpl.com

Born and raised in Augusta County, Virginia, Marlana joined FMI in May 2006. She is a CERTIFIED FINANCIAL PLANNER® and holds an MBA from Liberty University. Also, a graduate of Eastern Mennonite University where she received a bachelor’s..

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...

Adrian Hall

Managing Principal & Chief Compliance Officer

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...

Abby Pannell

Senior 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...

Ben Misantone

Media and Marketing Specialist

540-943-4193

benjamin.misantone@lpl.com

Ben Misantone is a media professional with award-winning video work. At the start of his career, Ben completed his BA in Cinema-Television with a minor in Communications from Regent University. He then began a position as a Video...

Caleb Snider

LPL Financial Advisor

(540) 943-4193

(540) 949-8827

caleb.snider@lpl.com

Caleb Snider was born and raised in the small town of Rural Retreat in Southwest Virginia. He earned his bachelor’s in business administration with a double major in Economics and Finance from Marshall University, graduating in 2019....

Desiree Lounsbury

Admin Consultant

540-943-4193

Admin.FMI@LPL.com

Desiree has more than twenty-four years of experience as an Executive Assistant with extensive experience working for LPL financial advisors. She joined LPL in 2023 to apply her experience working with advisors in the Admin Solutions...

Joel Elmore

LPL Registered Administrative Associate, Chief Operations Officer

540-943-4193

540-949-8827

joel.elmore@lpl.com

Joel Elmore is an experienced professional passionate about helping others achieve their financial goals and fostering stronger communities. Born and raised in Staunton, Virginia, Joel discovered his love for problem-solving early,...

Lindsay Terry

LPL Registered Client Services Associate

(540) 943-4193

(540) 949-8827

lindsay.terry@lpl.com

Lindsay comes to FMI with over 15 years of experience in various administrative roles within the banking, insurance, and financial services industries – most recently as an operations team lead for an independent financial advising...

Mohit Nigam

Chief Growth Officer

803-207-3498

m.nigam@lpl.com

Mohit Nigam serves as the Chief Growth Officer at Financial Management Inc., where he drives strategic expansion, advisor engagement, and client success across the firm’s wealth management, tax, payroll, and advanced planning solutions...