Broker Check

Team

 
Wade Lopez is Founder and CEO of Lopez Wealth Management Group, a comprehensive wealth planning firm located in Abingdon, VA. Wade’s career began immediately upon graduating college and has worked exclusively in wealth management since...

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Jon Weatherly

Wealth Advisor

(276) 628-5910

(276) 623-1593

Jon believes in helping clients by listening attentively to their needs and understanding their financial goals along with identifying their concerns. His mission is to help his clients attain financial freedom and peace of mind by...

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Justin joined Lopez Wealth Management in May of 2015 after receiving his Bachelor’s Degree in Finance from Pamplin College of Business at Virginia Tech. He is passionate about Lopez Wealth’s mission “to become our...

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Tyler joined Lopez Wealth Management in September of 2016. Prior to joining Lopez Wealth, Tyler worked as an implementation consultant with some of America’s largest employers. Academically, Tyler received his Bachelor’s Degree in...

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Jill Woodward

Director of Operations

(276) 628-5910

(276) 623-1593

As Director of Operations, Jill's mission is to provide exceptional service to the clients. Jill's proactive and highly organized nature contributes to providing clients with an optimal client experience at Lopez Wealth. Her methodical...

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Jennifer Caveness

Operations Associate

(540) 469-5121

(276) 623-1593

Jennifer adds value for clients at Lopez Wealth by earning their trust by getting to know them. To provide assistance, Jennifer envisions herself in the position of the client and provides them with the knowledge and service she would...

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Sheila Lopez

Director of First Impressions

(276) 628-5910

(276) 623-1593

Over the years, Sheila has handled many duties at Lopez Wealth from covering the front desk, scheduling appointments, payroll, ordering supplies; you name it, if it is administrative Sheila has probably done it. Sheila now spends the...

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John Baker

Director of Information Systems

(276) 628-5910

(276) 623-1593

During his career John has had many hats including – salesman, entrepreneur, manager, programmer, strategist, database and network administrator and consultant. Over the years he has gained a unique ability to overcome complex...

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Nick joined Lopez Wealth Management in May of 2017 after receiving his Bachelor’s Degree in Political Science and Sociology from Roanoke College. During Nick's spring semester of 2017, he interned at our Roanoke office location...

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