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 for 13 years 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 for more than 12 years to Kara, a retired Hokie cheerleader. They have a 100-lb golden doodle named General Patton and a cat named Okra. 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 Faith Community Church in Harrisonburg and serves on the advancement committee at Blue Ridge Christian School.

Outside of the office, Nichole enjoys spending time with friends and family. She loves to ski, both on the water and the snow. She and her family spend many weekends at Smith Mountain Lake and love all things water related. Nichole and her husband, Paul, have four kids: Owen, Reese, Becca and Annie. They also have a golden doodle named Herschel.


Jordan White, CFP®
Financial Advisor

Jordan was born in Kansas City, Missouri, and as a child moved to Nashville, followed by Newport News, Virginia. He received his bachelor's from James Madison University and masters from Virginia Commonwealth University. Jordan has been in the industry for four years and holds his Series 66 and 7. 

Currently, he serves on his neighborhood's POA. Jordan's wife, Emily, is a former Captain in the United States Army. They have a daughter, Ellie, who is 2.5 years old. He enjoys hiking, snowboarding, and going to JMU football games. His favorite thing to do outside of work is play with Ellie.


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 also a big group of friends. 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, jogging with dogs, 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 Hospitality Committee.   

Rachael is eager and excited to serve client's 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. Currently, Robyn is working on getting her Series 7 and Series 66.

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.