Meet Our Team


Travis Marshall, AAMS®
Senior Vice President, Financial Advisor

Travis is a native of Culpeper County, Virginia. He attended Ferrum College, the University of Hawaii and Virginia Tech, where he graduated with a bachelor’s degree in history. He has been in the industry since 2008 and holds the Accredited Asset Management Specialist (AAMS) designation, Series 7, 66, 9 and 10, Life and Annuities, as well as a real estate and P&C license.

Travis has been married to Kara, a retired Hokie cheerleader, since 2009. They have a 100-lb golden doodle named General Patton. He loves history, college football, boating, fishing, backpacking, traveling the Caribbean and scuba diving.




Nichole Whatley, AAMS®
Senior Vice President, Financial Advisor

Nichole joined the industry in 2004 as an intern and became fully licensed in 2007, with her Series 7, 63, 65, Life and Annuity, and later obtained the Accredited Asset Management Specialist (AAMS) designation. She is originally from Gahanna, Ohio, and attended the University of Tennessee, Knoxville.

She is an active member of New Beginnings Church in Harrisonburg and serves on the board of directors at Blue Ridge Christian School. She also enjoys serving women through a ministry based in Brentwood, Tennessee, called Faithfully Restored Women.

Outside of the office, Nichole enjoys spending time with friends and family. She loves to ski, both on the water and the snow. Nichole and her husband, Paul, have four kids: Owen, Reese, Becca, and Annie. The kids are very involved in competitive sports, and they spend many weekends at the ball field or in the gym. They also have a golden doodle named Herschel.



Jordan White, CFP®
Financial Advisor

Jordan grew up in Newport News, Virginia, and was exposed to compounding interest as a young teenager. This created a love of markets and investing. He attended James Madison University and wanted to gain business and life experience before moving into a financial advisor career. He began his career with Penske Truck Leasing and attained his MBA with a concentration in Finance while at Penske Truck Leasing. He transitioned to long-term care as a Licensed Nursing Home Administrator before joining BB&T Scott & Stringfellow in 2017 as a financial advisor. Jordan became a CERTIFIED FINANCIAL PLANNER™ professional in 2023.

Jordan is married to Emily, and they have two daughters. Ellie was born in 2018 and Lexi was born in 2021. They enjoy going to National Parks, JMU football games, and nightly family time after dinner.



Rachael Sauder, FPQP®
Registered Client Associate

Rachael is a native of Harrisonburg, Virginia, and attended Eastern Mennonite University for her undergraduate in Psychology. She joined the industry in 2017 and has her Series 7 and Series 66 license. Rachael feels honored to work with such a structured team. Not only are they co-workers, but they are family. They are all here to support each other both at work and in their personal lives. She feels blessed to have been accepted for this position.

Outside of the office, Rachael enjoys camping with family in their Casita Camper, trail bike riding, crocheting blankets, painting, running, and roller blading. She married her high school sweetheart, Jeremy, in June 2014. Together they have two dogs, Wallie and Stripe.

Both her and her husband’s extended families are local to Harrisonburg, so they have deep roots in Virginia. Jeremy and Rachael are also both involved in their local church. Jeremy plays guitar and sings for the Praise and Worship Team, and Rachael is part of the church’s Children’s Ministry.

Rachael is eager and excited to serve clients’ financial needs.



Robyn Weaver
Registered Client Associate

Robyn is originally from Sarasota, Florida, and moved to the Shenandoah Valley when she was 10. She attended Lee University in Cleveland, Tennessee and received her bachelor’s degree in business administration. She joined the industry in 2020 and has her Series 7 and Series 66 licenses.

Outside of the office, Robyn spends her time with family and friends and anything to stay active and be outdoors. Some of her hobbies include snowboarding, wakeboarding, hiking, spending time at the beach and on the lake, and traveling to new places.