Our Team
With over 80 years of combined industry experience, Michael Gochenour, Mary Bryant Via, and Hugh Lantz have the perspective to give you comprehensive and customized financial advice. Our team takes time to understand your goals and develop a tailored financial plan, along with personalized investment strategies to help you accumulate, grow, manage, preserve, and transfer your wealth.Our financial advisory practice is strengthened by Jacqueline Blosser, Sharon Krantz, and Constance Roach, who deliver extraordinary client service by providing personal attention and prompt execution to client needs. Our collective depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide quality guidance and execute financial solutions for every stage of life.
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Michael C. Gochenour
Executive Vice President / Wealth Management, Financial Advisor
Mary Bryant Via, AWMA®
Financial Advisor
Sharon Cupp Krantz
Senior Wealth Management Associate, CFP®, AWMA®
Jacqueline N. Blosser
Senior Registered Private Client Associate
Constance M. Roach
Private Client Associate
Hugh J. Lantz
Executive Vice President / Wealth Management, Financial Advisor
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
2025 Market Outlook: Happenings - Monday, January 27th at 6:30 pm
ARE WE APPROACHING A STOCK MARKET BUBBLE?
A Good Financial Plan Can Make the Difference
You are cordially invited to a discussion on whether the stock market is approaching bubble territory that could potentially impact your investments and your retirement income. Other topics include: falling interest rates, the effect of the election results on your portfolio, and will artificial intelligence continue its market dominance?
Let us help you prepare for uncertainty.
Complimentary meal provided.
2025 Market Outlook: Hyatt Place - Tuesday, January 28th at 12 pm
ARE WE APPROACHING A STOCK MARKET BUBBLE?
A Good Financial Plan Can Make the Difference
You are cordially invited to a discussion on whether the stock market is approaching bubble territory that could potentially impact your investments and your retirement income. Other topics include: falling interest rates, the effect of the election results on your portfolio, and will artificial intelligence continue its market dominance?
Let us help you prepare for uncertainty.
Complimentary meal provided.
2025 Market Outlook: Southern Kitchen - Tuesday, January 28th at 6:30 pm
ARE WE APPROACHING A STOCK MARKET BUBBLE?
A Good Financial Plan Can Make the Difference
You are cordially invited to a discussion on whether the stock market is approaching bubble territory that could potentially impact your investments and your retirement income. Other topics include: falling interest rates, the effect of the election results on your portfolio, and will artificial intelligence continue its market dominance?
Let us help you prepare for uncertainty.
Complimentary meal provided.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
December 05, 2024
Celebrate the magic of the season this Saturday, December 7th at Winter Wonderfest in downtown Harrisonburg. We are pleased to sponsor this festive holiday event in partnership with Harrisonburg Downtown Renaissance. Enjoy carriage rides, photos with Santa, holiday shopping, performances, and more! https://downtownharrisonburg.org/winter-wonderfest/
November 21, 2024
Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Discover how a comprehensive financial plan can guide your financial future with needed advice and personalized strategies.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Office hours:
Monday - Friday 8:30 a.m. - 5:00 p.m.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.