Trusted Industry Partners

In building a 360-degree view of our your finances sometimes we find it useful or needed to loop other industry professionals into your financial team. We are very selective in providing referrals on trusted industry partners. We do not have any special arrangements nor do we receive compensation for these suggested partners. Through experience we know they are professionals you can count on and will go the extra mile to take care of our clientele when needed. They share the same client-first philosophy. If we put our name on the line with an endorsement, we take that seriously.

Hottel & Willis, PC CPA

Hottel & Willis, P.C. was founded in July 1971 and is located in historic Winchester, Virginia. We currently serve individual, business and nonprofit clients throughout the Shenandoah Valley and West Virginia’s eastern panhandle. For over 45 years, we have distinguished ourselves in the region, both as a quality, trusted partner, and a firm that cares about community. Our team is composed of experienced professionals who are committed to providing consistent, high quality service to our diverse client base. We provide client services which regional firms offer with the added benefit of close personal attention. We take pride in collaborating with clients to ensure, that the service they receive promotes their success and financial well-being. Our experience comes from years of providing traditional advisory and assurance services to a vast array of clients.

Contact: Heather Tweedie
Phone: 540.662.0325

Ari N. Sommer, Esq., Estate Planning

Ari N. Sommer, of Harrison & Johnston, PLC, is an attorney primarily representing clients with asset protection, elder law and estate planning needs.  His particular focus is planning for long-term care, Medicaid pre-planning and crisis care and Pension with Aid and Attendance benefits for wartime veterans and their spouses.

Contact: Ari Sommer
Phone: 540.667.1266


Steve Cowen, Atlantic Coast Mortgage


“We’re a mortgage lender – big enough to handle all your financing needs, small enough to be hands-on highly personal and forward thinking to stay way ahead of much of our competition.

In 2011, several longtime mortgage professionals founded Atlantic Coast Mortgage to be better, faster and more efficient for borrowers. Today, we are one of the largest privately-held mortgage lenders in the greater metro area.”

Contact: Senior Loan Officer, Steve Cowen
Phone: 571.386.2038