Meet Our Staff
David Gentry
Retirement & Estate
Planning Specialist
David is the Advisor for this office and works closely and personally with clients to develop plans and programs to support individual life needs and goals. His qualifications include:
- Registered Investment Advisor Representative
in Virginia and Georgia
- Certified Annuities Specialist (CAS®) designation from the Institute of Business and Finance
- Licensed Certified Public Accountant (CPA)
- Registered to sell Mutual Funds & Variable Contracts in Virginia and Georgia
- FINRA Series 6, 63 & 65
- Life, Health & Long-Term Care Insurance Licensed in Virginia and Georgia
- President, Central Virginia Chapter of the Society for Financial Awareness
Angela Gentry
Office Manager
Angela runs our office and keeps all the parts organized and moving seamlessly. She is often the first point of contact for clients and is ready, willing and able to assist them in any way she possibly can. Her qualifications include:
- Experience with the implementation and management of Health & Welfare and Benefit plans with a large conglomerate, as well as complete small office management.
- A firm commitment to customer service excellence
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