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Meet Our Experienced Team

Our mission at F&M Financial Services is to provide exceptional wealth management services to the Shenandoah Valley community.  We strive to build lasting relationships with our clients by understanding their unique financial goals and needs.  Our team of experienced professionals is dedicated to providing personalized and comprehensive financial planning, investment management, and retirement planning services that help our clients achieve their financial objectives.  We are committed to providing transparent and trustworthy advice, and we work tirelessly to ensure our clients’ financial success and peace of mind.

Meet Our Wealth Management Team

Matt Robinson

Matt Robinson

Infinex Financial Advisor
Calan Jansen

Calan Jansen

Infinex Financial Advisor
Kate Bray

Kate Bray

Investment Relationship Specialist

Recent Wealth Management News

Green Investments

Incorporating Impact Investing Into Your Retirement Planning

Are you interested in the responsible investing trend? Looking for a way to get a competitive return on your investment without compromising your values?…
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Photo of miniature trees set on stacks of coins with line graph overlay

Six Keys to More Successful Investing

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful, and all investing…

Have Questions? Get In Touch

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