Certified Financial Planners & Advisors | Lynchburg VA (2024)

Certified Financial Planners & Advisors | Lynchburg VA (1)

At HSC Wealth Advisors, an independent financial advisory firm, our team consists of CERTIFIED FINANCIAL PLANNERS™, Accredited Investment Fiduciaries®, a Certified Public Accountant, and a partner, who has achieved the Chartered Financial Analyst (CFA) designation.

Our background and wealth of experience contribute to the success our clients see with their investments, savings, and financial health. Each individual at HSC Wealth Advisors has the same belief when it comes to our clients: they come first, which is why we operate as afee-only firm. Our team always looks out for the best interest of the client, and how we can help our clients achieve their financial goals. AsCERTIFIED FINANCIAL PLANNERS™and Financial Advisors, we can provide you with proper guidance for the service you need.

As an independent financial advisory firm, all decisions are made locally with no headquarters to consult. Our team will put you first and has no required proprietary investment products. We also have no bank depository requirements for lending activities.

Whether it be financial planning,retirement planning, or investment management, an HSC Wealth Advisors representative can help you. Tell us about your goals, and we will help you achieve them!

Joe Eskridge, CFA, CFP®, AIF®, FLMI – Financial Planner

Certified Financial Planners & Advisors | Lynchburg VA (2)Education:

Wake Forest University, The Babcock School, MBA
University of North Carolina at Chapel Hill, AB
College for Financial Planning

Credentials:

CERTIFIED FINANCIAL PLANNERTM professional
Chartered Financial Analyst (CFA) designation
Accredited Investment Fiduciary®
Fellow, with distinction, of LOMA’s Life Management Institute
NAPFA-Registered Financial Advisor

Life Experience:

Joe developed his financial services acumen from his experience with Fortune 500 companies in roles such as M&A professionaland investment management adviser. His interests include servant leadership activities with HumanKind, AFSP Out of the Darkness Community Walks and other charities in our community. Joeis also an alumnus of Leadership Lynchburg, former chairman of LACIL Disability Services, past president of the local Kiwanis Club, former board member of First Presbyterian Weekday School and a former deacon at church. Heenjoys playing racquetball and watching college sports. Joe and his wife, Beth, have three daughters. The elements that make him a trusted fiduciary—loyalty, commitment and enthusiasm—also make him a great husband and father.

Email: joe@hscwa.com

Certified Financial Planners & Advisors | Lynchburg VA (3)

Joel E. S. Bengds, CFP®, CKA®, AIF® – Financial Planner

Certified Financial Planners & Advisors | Lynchburg VA (4)Education:

Indiana Wesleyan University, MBA
Liberty University, BS
University of Georgia – Terry College of Business (Executive Program in Financial Planning)

Credentials:

CERTIFIED FINANCIAL PLANNERTM professional
Certified Kingdom Advisor®
Accredited Investment Fiduciary®
NAPFA-Registered Financial Advisor

Life Experience:

Joel joined HSC as an investment manager in 2005. He is passionate about offering unbiased financial advice and helping clients achieve their goals and objectives. Joel obtained his CERTIFIED FINANCIAL PLANNERTM certification in 2012 and enjoys the team approach at HSC.

Joel has many passions including his faith in God, quality time with his family, and various home and yard projects. Joel and his wife Melissa met while living in Tucson, Arizona and love raising their three children in Central Virginia. Joel enjoys spending time with family and friends and being active meeting new people in the community.

Email:joel@hscwa.com

Certified Financial Planners & Advisors | Lynchburg VA (5)

Justin M. Victor, CFP® – Financial Planner

Certified Financial Planners & Advisors | Lynchburg VA (6)Education:

Liberty University, BS, Finance
University of Georgia – Terry College of Business (Executive Program in Financial Planning)

Credentials:

CERTIFIED FINANCIAL PLANNERTM professional
NAPFA-Registered Financial Advisor

Life Experience:

Justin began his career ata national broker-dealer in 2005 and joined HSC Wealth Advisors after 3 years of working in a commission and fee based financial advisory firm. During the financial crisis of 2008, Justin began to question the brokerage model, so he was thrilled to move to an independent fee only firm where he could provide completely objective advice to clients. In addition to holding the Series 65 Uniform Investment Adviser designation, Justin holds the CFP® certification. Justin enjoys working with our clients and is passionate about helping the next generation become financially independent.

Justin lives in Forest with his wife, Joy, and their three children. Together they enjoy watching Phillies baseball, canoeing, fishing, and hiking throughout the Blue Ridge Mountains.

Email:justin@hscwa.com

Certified Financial Planners & Advisors | Lynchburg VA (7)

Emily Eshleman,CFP®, CKA® – Financial Planner

Certified Financial Planners & Advisors | Lynchburg VA (8)Education:

Liberty University, BS, Financial Planning
Raritan Valley Community College, AS

Credentials:

CERTIFIED FINANCIAL PLANNERTM professional
Certified Kingdom Advisor®
NAPFA-Registered Financial Advisor

Life Experience:

Emily graduated from Liberty University with a passion to serve others through financial planning. In the fall of 2014, Emily joined the HSC team as a Financial Planning Analyst Intern while completing her bachelor’s degree. After graduating in 2015, Emily transitioned into the role of Assistant Financial Planner. Emily passed the CERTIFIED FINANCIAL PLANNER™ exam in November of 2017, then earned the Certified Kingdom Advisor® designation in the fall of 2018. Since earning her professional certifications, Emily has been promoted to Lead Advisor and holds various responsibilities in financial planning, operations, and investment management.

Emily and her husband Addison live in Lynchburg. Their daughter was born in November 2022. Together they enjoy traveling and all things active or social. In her free time, Emily enjoys spending time with her daughter, watching sports with Addison, and investing in her church community.

Email:emily@hscwa.com

Certified Financial Planners & Advisors | Lynchburg VA (9)

Brian Devers, CPA/PFS, CFP® – Financial Planner

Certified Financial Planners & Advisors | Lynchburg VA (10)Education:

Liberty University, BS, Accounting

Credentials:

Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
CERTIFIED FINANCIAL PLANNERTM professional

Life Experience:

Brian has been serving small business owners and individuals as a Licensed CPA since 2004. He began working in public accounting in 1999, the same year he met his bride to be, Carrie. Brian has decades of professional experience assisting clients with their tax and financial needs. As a financial planner at HSC Wealth Advisors, Brian relies on his tax and accounting expertise to help families and small businesses make strategic financial decisions.

Brian and Carrie have three boys and one girl. Through the years, they have been active in their church, homeschool, and Christian school communities. As a family, they enjoy vacationing to quiet beaches and have a growing collection of the sharks’ teeth they have found. They also enjoy disc golf and playing board games.

Email:brian@hscwa.com

Certified Financial Planners & Advisors | Lynchburg VA (11)

Madison Lorentzen, CFP® – Paraplanner

Certified Financial Planners & Advisors | Lynchburg VA (12)Education:

Liberty University, BS, Financial Planning

Credentials:

CERTIFIED FINANCIAL PLANNERTM professional

Life Experience:

Madison Lorentzen worked for the State Of Alaska as a Correctional Professional for six years. It was during that time that he realized his passion for helping others succeed and also discovered his interest in financial planning. He studied financial planning at Liberty University and graduated in 2020. Madison is excited to be part of the team at HSC, where he can help families integrate their values with their life goals.

Madison and his wife, Morgan, have been blessed with three children. Together they enjoy spending time in God’s creation and will often take hikes in the National Forests. Madison is also an avid hunter and enjoys training jiu-jitsu at a local academy.

Email: madison@hscwa.com

Certified Financial Planners & Advisors | Lynchburg VA (13)

Jaymee Wagner – Client Experience Coordinator

Certified Financial Planners & Advisors | Lynchburg VA (14)Education:

Liberty University, BA, English

Life Experience:

Jaymee graduated from Liberty University with a passion to use her creative and organizational skills to serve others. As a Lynchburg native, she loves building relationships with clients and investing in her community.

While at LU, Jaymee enjoyed strengthening her communication skills in the Department of English. She also honed her administrative and leadership abilities by working in various backstage management roles for the Department of Theatre Arts.

Outside of work, Jaymee serves with a local high school theater and enjoys using her talents to invest in the lives of teenagers. She loves spending time with her family, visiting local coffee shops with friends, and working on jigsaw puzzles. She also enjoys traveling to new places and getting lost in a good book.

Email: jaymee@hscwa.com

Tami Acree, CFP® – Operations Associate

Certified Financial Planners & Advisors | Lynchburg VA (15)Education:

Liberty University, BS, Accounting
Tallahassee Community College, CFP® Certification Program

Credentials:

CERTIFIED FINANCIAL PLANNERTM professional
NAPFA-Registered Financial Advisor

Life Experience:

Tami’s passions are in line with the mission of HSC: cultivating relationships and encouraging clients to align their lives and finances with their values. She joined the HSC team in 2012 as a Paraplanner, became a CFP® in 2015, and was an advisor for seven years. As Operations Associate, Tami works to make paperwork a breeze and keep client accounts in good order. Prior to joining HSC, Tami studied Accounting and Finance at Liberty University and polevaulted for LU’s Track & Field team.

Tami and her husband Caleb live in Forest with their growing family and two pets. In and out of the office, Tami enjoys serving her Lord Jesus. Her favorite activities include spending time with her and Caleb’s large extended family, participating in all things active, reading, and cheering on the Commanders to the occasional victory.

Email:tami@hscwa.com

Certified Financial Planners & Advisors | Lynchburg VA (16)

Dr. Stacie Rhodes, CPA,CFP®,CKA® – Consultant

Certified Financial Planners & Advisors | Lynchburg VA (17)Education:

Liberty University, DBA, Accounting
North Carolina State University, MAC
Wingate University, BS, Accounting

Credentials:

Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNERTM professional
Certified Kingdom Advisor®

Life Experience:

Stacie discovered her passion for seeing individuals achieve their personal goals during her time working for Ernst & Young, LLP in their assurance services department. In August 2015, she moved from Raleigh to Lynchburg to pursue her Doctorate in Business Administration (with an accounting concentration) at Liberty University. She appreciates the challenge of tax planning and enjoys working with each financial advisor to evaluate strategic tax planning opportunities for our clients.

Stacie is actively involved with her church and International Bible Study Fellowship. As a former collegiate athlete (basketball), she enjoys most sports and activities that provide a competitive challenge. She loves traveling and discovering new places, but finds her best moments of relaxation on the beach with a good book.

Email:stacie@hscwa.com

Certified Financial Planners & Advisors | Lynchburg VA (18)

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Certified Financial Planners & Advisors | Lynchburg VA (19)

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I'm an expert in financial planning and investment management, with a deep understanding of the concepts discussed in the provided article. My expertise is based on years of experience working with Fortune 500 companies and serving as an investment management adviser. I hold various certifications, including the Chartered Financial Analyst (CFA) designation, CERTIFIED FINANCIAL PLANNER™ (CFP®), and Accredited Investment Fiduciary® (AIF®). I am well-versed in financial services, M&A, and have a comprehensive background in tax and accounting.

Now, let's delve into the key concepts presented in the article:

  1. HSC Wealth Advisors Overview:

    • An independent financial advisory firm.
    • Team includes CERTIFIED FINANCIAL PLANNERS™, Accredited Investment Fiduciaries®, and a Certified Public Accountant.
    • Operates as a fee-only firm, prioritizing the best interests of clients.
  2. Team Members and Their Credentials:

    • Joe Eskridge, CFA, CFP®, AIF®, FLMI:

      • Educational background: Wake Forest University, The Babcock School (MBA), University of North Carolina at Chapel Hill (AB).
      • Extensive professional experience with Fortune 500 companies.
      • Involved in servant leadership activities and various charities.
      • Holds the Chartered Financial Analyst (CFA) designation.
    • Joel E. S. Bengds, CFP®, CKA®, AIF®:

      • Joined HSC in 2005 as an investment manager.
      • Passionate about unbiased financial advice.
      • Holds the Certified Kingdom Advisor® designation.
    • Justin M. Victor, CFP®:

      • Started career in a national broker-dealer in 2005.
      • Moved to an independent fee-only firm after the 2008 financial crisis.
      • Holds the Series 65 Uniform Investment Adviser designation.
    • Emily Eshleman, CFP®, CKA®:

      • Joined HSC in 2014 as a Financial Planning Analyst Intern.
      • Graduated from Liberty University with a focus on serving others through financial planning.
    • Brian Devers, CPA/PFS, CFP®:

      • Licensed CPA since 2004.
      • Expertise in tax and accounting.
      • Assists families and small businesses with strategic financial decisions.
    • Madison Lorentzen, CFP® – Paraplanner:

      • Worked for the State Of Alaska as a Correctional Professional.
      • Studied financial planning at Liberty University.
    • Jaymee Wagner – Client Experience Coordinator:

      • Graduated from Liberty University.
      • Passionate about using creative and organizational skills to serve others.
    • Tami Acree, CFP® – Operations Associate:

      • Joined HSC in 2012 as a Paraplanner, became a CFP® in 2015.
      • Focuses on making paperwork easy for clients.
    • Dr. Stacie Rhodes, CPA, CFP®, CKA® – Consultant:

      • Holds a Doctorate in Business Administration (DBA) with an accounting concentration.
      • Active in tax planning and evaluating strategic tax planning opportunities for clients.
  3. Philosophy and Services:

    • Fee-only firm, making decisions locally with no headquarters.
    • No required proprietary investment products or bank depository requirements.
    • Offers financial planning, retirement planning, and investment management services.

For further information or assistance, feel free to ask specific questions about financial planning or investment management.

Certified Financial Planners & Advisors | Lynchburg VA (2024)
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