Meet Us

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 management and distribution.

He is active in the community he loves He is a past board member of the RMH Foundation, currently serves on the board of New Creation, and is past-President of the Rotary Club of Harrisonburg. He is also an active member of First Presbyterian Church. He lives in Bridgewater with his lovely wife Emily and their six children.

Request a personal meeting with Dave

Tyler L. Conley

Wealth Advisor

Tyler has lived in the Shenandoah Valley his entire life and attended Broadway High School. Tyler earned a Bachelor’s degree in Business Administration from Bridgewater College, along with participating as a member of the Bridgewater College baseball team.

Tyler has been active in the community volunteering time with The United Way Community Impact Team and he is currently a member of the Clover Hill Bucks in the Rockingham County Baseball League. Tyler presently resides in Harrisonburg, VA.

Request a personal meeting with Tyler

Talitha Shank

Client Services Associate

Talitha has lived in the Shenandoah Valley for most of her life. She is active in the community spending her free time teaching yoga classes, and has frequently helped with after school programs for at risk children.

Talitha currently lives in Harrisonburg with her husband, Sam, and loves the culture of living in the heart of downtown. They enjoy cooking together, walking the trails of Blue Ridge Parkway, and traveling to new places.
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.