Alaina Schrager, CFP®

Senior Client Relationship Advisor, Investment Adviser Representative and Registered Representative
Alaina helps shareholders understand that funds in different asset classes will perform differently and works with investors to find an appropriate mix for their investment goals. She loves animals, especially dogs, and coordinates volunteer opportunities at work, including blood drives and Meals on Wheels food delivery. She has FINRA securities licenses Series 6 (Investment Company and Variable Contracts Products Representative), Series 63 (Uniform Securities Agent State Law) and Series 65 (Investment Adviser Representative).

She received a BS from Virginia Tech and majored in marketing management. Alaina is a Certified Financial Plannerâ„¢.