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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

Calan Jansen

Calan Jansen

Osaic Institutions Financial Advisor

Recent Wealth Management News

personal finance Shenandoah Valley, Virginia Harrisonburg Winchester Staunton Timberville

What’s New for 2025?

To help you stay informed, here are five changes you can look forward to in the new year. Higher catch-up contributions for some. As of January 1,…
Choosing a Beneficiary for Your IRA or 401(k) Shenandoah Valley, Virginia Harrisonburg, Staunton, Winchester

Choosing a Beneficiary for Your IRA or 401(k)

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits,…
Business owner banking Shenandoah Valley Community Commercial Lending

6 Steps To Financial Empowerment For Business Owners

The journey to financial empowerment as an entrepreneur is often challenging. Societal expectations, access to resources, and self-imposed limitations…

Have Questions? Get In Touch

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