Cole Massey

Cole is a committed Investment Advisor Representative who follows the principles of Dave Ramsey to help clients achieve financial freedom and reach their personal goals. His focus is on creating customized financial strategies that align with each client’s values and ambitions, whether they are just starting out or looking to fine-tune an existing plan.

Cole is dedicated to providing practical, actionable advice that empowers individuals and families to build a secure financial future. By emphasizing budgeting, debt reduction, and strategic investing, he helps clients gain confidence and achieve lasting financial success.

Outside of his professional life, Cole and his wife—both proud Virginia Tech graduates—enjoy attending Hokie football games and embracing all that their community has to offer. They love going on long walks, exploring new local restaurants, and spending summers at the beach and winters snowboarding out west. Cole and his wife are also proud parents to two children, a son and a daughter, and share their home with a playful dog in Roanoke, VA.

Cole is passionate about helping clients turn their financial goals into reality and create a life they truly love. He looks forward to partnering with individuals and families to build a brighter, more secure financial future.