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

Tessa R. Shepard

Client Services Associate

Tessa is a lifelong resident of the Shenandoah Valley and attended high school at Turner Ashby. After high school she attended West Virginia University and received a Bachelor’s degree in Business Administration in December 2016. While attending WVU she was active in a business fraternity, Delta Sigma Pi.

As a member of Delta Sigma Pi, Tessa was engaged in the social and alumni committees. She helped to organize various organization events, involving current students and alumni of the Business school to keep all the alumni in touch with the organization. She is very excited about her new career in financial services and looks forward to working alongside the Larson Wealth Management team to assist clients with their planning.

Tessa currently lives in Harrisonburg. After she gets married this December she plans on relocating to Stuarts Draft, VA.
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.