News and Commentary
Meet the Team
Michael Gochenour
Get to know Mike Gochenour, Executive Vice President and Financial Advisor. With more than 25 years of experience as a Financial Advisor, Mike is a founding member and leader of the Lantz and Gochenour Investment Group.
Mary Via
Get to know Mary Via, Financial Advisor, AWMA®. Mary has been an integral part of the Lantz and Gochenour Investment Group since our inception and brings more than 25 years of industry experience to her role as an advisor.
Jackie Blosser
Get to know Jackie Blosser, Senior Registered Private Client Associate.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
October 09, 2025
October is National Financial Planning Month – the perfect time to revisit your goals or set new ones. A well-crafted financial plan empowers you to navigate life’s uncertainties while staying focused on what matters most to you.
Curious about the planning process or ready to build your financial roadmap?
Contact our office at 540.236.9220 to get started!
#FinancialPlanningMonth
https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/15/financial-planning--bringing-stability-and-possibility-to-your-life
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
