Our Team

Our Team

Walter Bouchard

Financial Planner

walter

 

Walter Bouchard  is our Financial Planner. He wants to get to know you, your goals and objectives, as well as any areas of concern that you may have. During this Life Planning Approach, he places high importance on getting to know who you are and where you are financially. He will also identify the areas in which we can create the most value for you in our relationship.

 

Vista Club
 

 

 

Walter Bouchard is proud to have been recognized as a Vista Club advisor for 2022—a distinction based on annual production that places him among the top 26 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

John R. Bradberry, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

John is an established CERTIFIED FINANCIAL PLANNER practitioner in the Roanoke, Virginia, area. The focus of John’s practice is helping clients achieve better financial outcomes during their working years and into their retirement years. John accomplishes this through comprehensive financial planning, with an emphasis on investment management and tax efficiency.

John attended Auburn University where he earned his bachelor’s degree in finance. During his time in Auburn, John purchased and managed a highly successful retail/internet business. John later returned to Roanoke where he used his experience and business ownership background to develop a thriving financial planning and investment management practice. John lives in Roanoke with his wife, Courtney, and daughter, Abigail. He enjoys movies, golf, and coaching several of his daughter’s sports teams.

Jennifer Lengle

Operations Manager

Jennifer is our Operations Manager.  She manages the day-to-day operations, executes our business plan, and coordinates all our marketing and client events. As our organization grows, she has an excellent track record of assisting the staff through changes and implementing improvements to our business. She is never afraid to take on a new challenge and is a strong believer that a positive mindset achieves the impossible.

Jennifer is a proud mom who enjoys traveling with her daughter to gymnastics meets and sitting at the diamond watching her son play baseball. When she gets time to herself, Jennifer loves wine, photography, kayaking, and traveling.