Loni J. Conley

Loni started his career with a third-generation family-owned business and attributes his financial education to the 12 years of service to this family. Loni has been in the financial services industry for over 20 years. With his experience, Loni has formed a niche working with small business owners, understanding that business owners can easily be distracted from their personal goals. Loni focuses on planning with all clients, the use of non-proprietary products, customizing client portfolios, the ability to have open architecture and oversees the daily operations of Woods & Waters Financial Group. Loni holds FINRA Series 6, 7, 63, 65 with LPL Financial and the CPFA designation, and Virginia Life and Health.

Loni resides in Greene County with his wife Julie, a second-grade teacher for Greene County, and children Abigail, Holsten, and Elizabeth “BB”. Loni is a member of Stanardsville United Methodist Church, Former Chair of The Charlottesville Ballet, and focuses on community involvement with Greene County youth education programs. Loni enjoys attending to all of his children’s interests, camping, hiking, and has an eye for vintage sports memorabilia. He and Julie have a bucket list to travel to a new destination every year!

Loni met his wife Julie, in Charlottesville Virginia. They have been married since 2007