We begin with a relationship…
We firmly believe that long-term client relationships are built on a foundation of mutual trust and understanding. We do not expect that you give us your trust. Rather, our goal is to earn your trust over time as we meet periodically to help you continue on the right financial path.
Our first priority is to fully understand your financial situation and the challenges and opportunities that may lie ahead. Next, we work with you to prioritize your goals and address any concerns that could hinder your progress. Gradually we implement the plan and then monitor and review it over time.
David T. Larson, CLU, CFP®
David has lived in the Shenandoah Valley since coming to James Madison University in 1996. He has been employed as a financial services professional since 2001, one year after earning his bachelor’s degree in Business Administration from James Madison University.
David is a past member of the Million Dollar Round Table, one of the premier organizations for top financial professionals. As past President of the Shenandoah Valley Association of Insurance and Financial Advisors, Mr. Larson is very knowledgeable in a wide array of financial matters. He has completed his CERTIFIED FINANCIAL PLANNER™ designation, considered to be one of the industry’s top qualifications for personal financial planning. He enjoys working with individuals and small businesses, helping them with wealth creation, protection, and distribution.
He lives in Bridgewater with his lovely wife Emily and their five children. He is a member of the Harrisonburg Rotary Club and a member of First Presbyterian Church. He also serves on the board of the Rockingham Memorial Hospital Foundation, as well as the Harrisonburg Rotary Club.
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To request a personal meeting with David, please click here.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Anne O. Zumbro
Anne, along with her husband, Steve, moved to the Shenandoah Valley in 1997 after earning her master’s degree in Counseling Psychology at the University of Missouri-Columbia. She accepted a position at Bridgewater College and later served as the Associate Dean of Students for five and a half years. In 2004, Anne took a break from her career after she and her husband made the decision to homeschool their two daughters.
Anne and her family live outside of Dayton. They are active members of First Presbyterian Church and the local homeschooling community.