BLUE RIDGE FINANCIAL PARTNERS - Key Persons
Job Titles:
- EVP Operations & Strategies & Managing CFP®, RICP®, Retirement Planning Specialist
- Member of Saint Mark 's United Methodist Church
- Member of the Financial Planning Association
- Member of the Roanoke Valley Local of the National Association of Insurance
David Binns-Loveman, CFP® started his relationship with the financial services industry as a client of current business partners L Suzanne Cronise and Shannon Underwood. A former information technology consultant and mechanical engineer, David began his financial services career in 2005.
A passion for financial planning led David to become a CERTIFIED FINANCIAL PLANNER(tm) professional in 2011. As a CFP® professional, David takes a holistic approach to working with his clients' total financial circumstances, and offers a broad range of options for both individual and business needs. Also in 2011, David earned a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania, and was awarded the related Equitable Advisors title of Retirement Planning Specialist. He has worked with many retirees and near-retirees to help them plan for a successful retirement
As a biological and adoptive father of four, David especially enjoys working with families to address their total financial needs, including insurance, retirement, and college education planning.
David is a member of the Roanoke Valley local of the National Association of Insurance and Financial Advisors. He has held several officer positions with the local association, including serving as President in 2011-2012.
As a CFP®, David is also a member of the Financial Planning Association.
David is an active member of Saint Mark's United Methodist Church in Daleville, Virginia, serving in the choir and children's ministries.
David resides in Roanoke with his wife, Dr. Karen Binns-Loveman, and their four children.
Job Titles:
- Dean
- CERTIFIED FINANCIAL PLANNER ( TM ) Professional, VP of Financial Strategies
Dean grew up in the Shenandoah Valley of Virginia, and relocated to the Lynchburg area in 1990 to work for Ericsson and the related follow on companies as an Accounting Manager and Controller. As the Ericsson presence in this area was winding down in 2002, he decided to follow a lifelong passion for investing, and turned it into a career with AXA Advisors, who subsequently become Equitable Advisors. It was a career move which Dean has not regretted, as not everyone is fortunate enough to go to work each day being able to be involved with a personal passion, while simultaneously helping to guide clients as they pursue their own financial dreams.
Dean is married to Brenda, and they have two grown children. Dean has a Bachelor's degree from The College of William and Mary and an MBA from James Madison University. As a CFP®, Certified Financial Planner™ professional, he is well prepared to assist individual and small business clients meet their personal and business financial planning needs. Professionally, he is a member of the Lynchburg Estate Planning Council and the National Association of Insurance and Financial Advisors (NAIFA). Within the community, Dean is an active long term member of the Rotary Club of Forest.
Job Titles:
- Retirement Planning Specialist, EVP Sales & Development & Managing Partner
L. Suzanne Cronise, born and raised, and a current resident of Botetourt County; Suzanne has been with Equitable Advisors since 2003. She is a member of the National Association of Insurance and Financial Advisors; Chief Operating Officer and managing partner with Blue Ridge Financial Partners.
Suzanne is a 2003 graduate of Roanoke College with a B.A. in Economics and a B.B.A. in Business Administration. While at Roanoke College, she served as the Inaugural President of Theta Beta Chapter of Alpha Sigma Alpha.
Also in 2013, Suzanne earned a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania, and was awarded the related Equitable Advisors title of Retirement Planning Specialist.
In 2014, Suzanne attended the Equitable Institute, an advanced learning curriculum, hosted at Harvard University. This program is a significant part of her continued education in Asset Allocation and Wealth Management.
Suzanne's hobbies include Virginia Tech athletics, golf, personal fitness and cooking. Her professional passion is to provide financial and retirement planning strategies, investment management, long-term healthcare solutions and college planning consultation to individuals, families, attorneys, and non-profits.
Mark grew up on the Eastern Shore of Maryland and moved to Lynchburg in 1994 to attend Liberty University. He worked in the food industry for eight years and helped manage several successful restaurants in the area. He then transitioned his career to the automotive industry where he worked in management and dedicated sixteen years. Mark has always strived to put his customer's needs first and help his customers make the best decision that will benefit them in the future. Mark began a new career with Equitable Advisors to fuel his passion for success and help his new clients, friends and family achieve financial goals through creating a long-lasting partnership. Mark not only wants to help you with financial decisions, but he looks forward to investing time to understand what is important to you and provide you with top notch client service.
Mark is married to Christy who was born in Amherst County and they have three boys, Hunter, Parker, and Willie. His family are members of Thomas Road Baptist Church and their boys attend Liberty Christian Academy. He enjoys spending time playing golf, camping, fishing, the beach, skiing and whatever else his three boys throw at him. Mark has served in the community throughout the years volunteering as a coach for his boys' sports teams and serving at his church.
Job Titles:
- VP of Investment Relations & Wealth Management
Job Titles:
- President & Principal, Retirement Planning Specialist