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, serivng on the boards of the RMH Foundation and New Creation. Currently, he is President of the Rotary Club of Harrisonburg and he is an active member of First Presbyterian Church. He lives in Bridgewater with the lovely 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.

Anne O. Zumbro

Administrative Associate

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 reside in Harrisonburg. They are active members of First Presbyterian Church and the local homeschooling community.
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.