Our Values: To Glorify God and Serve Others
David Elmore, EA, CFP ©
LPL Financial Advisor
(540) 949-8827
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...
Marlana Lancaster, CFP®, MBA
LPL Financial Advisor
(540) 949-8827
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...
Adrian Hall
Research Coordinator
540-949-8827
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
Client Services Associate
(540) 949-8827
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...
Mia Windley
Client Service Associate
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...
Sam Sharps
Client Service Associate
(540) 949-8827
Sam joined the FMI firm in June 2023. A graduate of Bridgewater College with a Bachelor of Arts majoring in Business Administration with a concentration in Organizational Management. Sam has always cared about others and he hopes that...