About Us

Our Practice

Joni Scates, John Dennis, and Elaine Sharry

 

We are committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing you financial education and information.

Please call us if you have any questions about us or the range of financial products and services we provide.

 


 

Our Team

John Dennis, AIF®

Managing Partner

Phone 804-419-0647
Fax 866-804-7677
Mobile Phone 804-690-4019

 

Joni Scates Beachly

Managing Partner

Phone 804-419-8969
Fax 844-300-7531
Mobile Phone 865-250-9050

 

Elaine Sharry

Administrative Assistant

Phone 804-897-8294
Fax 866-301-8734
Mobile Phone 844-300-7531

 


Our Process

  • Discovery - your unique goals and objectives
  • Analysis - Analyze your total investment and wealth situation
  • Development - Develop custom, comprehensive solutions
  • Implementation - Implement plan with your other professionals (if needed)
  • Monitoring - Monitor your plan and review regularly