Dedicated to You
We truly believe that knowledge is power. Extensive technical knowledge of financial solutions supports us in the development of effective planning and, ultimately, the delivery of quality solutions to our clients. We invite you to come and meet the team behind our knowledge.
Bo Blankenship, CFP®, MTA
Founding Partner
R Benjamin Fry, CFP®
Founding Partner
Adam Peters, CFP®, AIF®
Founding Partner
Gerald Tuck
Founding Partner
Tim Cone, LUTCF
Research Analyst
Morgan Durham
Operations Manager
Executive Assistant to Adam Peters, CFP®, AIF®
Alison Elliott
Director of First Impressions
Director of Education
Administrative Assistant to Adam Peters, CFP®, AIF®
Lisa Fonacier
Client Relationship Manager for
Bo Blankenship, CFP®, MTA
Joshua Gallegos
Registered Paraplanner, CFP®
Yvonne Lavinder
Practice Manager
Executive Assistant to R Benjamin Fry, CFP®
Bibi Link
Client Relationship Manager for
Bo Blankenship, CFP®, MTA
Deb Stover, LUTCF
Healthcare Insurance Consultant
Mark Tanis
Licensed Financial Planning Associate
Bo Blankenship, CFP®, MTA
Founding Partner
Bo is well known and respected in the financial industry. With more than 30 years of financial planning experience, Bo focuses on helping people avoid common financial mistakes by developing and implementing strategies for wealth accumulation, estate planning, and tax reduction.
Bo received his undergraduate degree in accounting and his master's in tax accounting from Virginia Tech.
Before founding FocusOne, Bo spent more than 20 years in the financial services industry. He is highly regarded for his consulting skills and has been instrumental in training numerous financial professionals.
Bo lives in Roanoke with his wife, Libby, and sons, Lucas and Tyler. He is an active member of the community and serves on several nonprofit boards.
To schedule an appointment, please reach out to Bibi at
R Benjamin Fry, CFP®
Founding Partner
Ben has more than 15 years of experience in the financial planning field, especially in the areas of asset management, financial planning, insurance, and retirement planning. Ben specializes in retirement income distribution strategies and taxation strategies.
After receiving his bachelor’s degree in economics from Hampden-Sydney College, Ben returned to Roanoke and began his career in financial services. Since then, Ben has developed a thriving practice while consulting and training other financial professionals.
Ben lives in Salem, Virginia, with his wife, Whitney, and daughters, Sydney and Taylor. He serves on the board for Health Focus of Southwest Virginia and is a deacon at Salem Presbyterian Church.
To schedule an appointment, please reach out to Yvonne at
Adam Peters, CFP®, AIF®
Founding Partner
Adam is a second-generation financial advisor who focuses his practice on helping individuals, families, and business owners navigate through their financial lives. Adam earned his CERTIFIED FINANCIAL PLANNER™ professional certification from Ohio State University.
Adam’s clients enjoy his straightforward, prudent approach to investment management and insurance planning. He makes a point of educating his clients during the process, so they can better understand their own financial position.
Adam earned his bachelor’s degree in economics and business from the Virginia Military Institute. While at VMI, he was a four-year starter and co-team captain of the football team. He currently serves on several nonprofit boards: Boys & Girls Club of Southwest Virginia, Junior Achievement, and The Endowment Board for Raleigh Court Presbyterian Church. Adam is an avid college sports fan and enjoys playing in several recreational sports leagues around Roanoke. He and his wife, Heidi, enjoy traveling and spending as much time with friends and family as possible.
To reach out to Adam directly, he can be contacted at
To schedule an appointment, please reach out to Alison at
Gerald Tuck
Founding Partner
With more than 26 years of experience in the financial services industry, Gerald researches current and potential investment options for our clients. The development and implementation of recommendations are a major part of his role with FocusOne. This includes monitoring, trading, rebalancing, and performance evaluation of clients’ accounts.
Gerald received his bachelor’s degree in economics from George Mason University. A native of Bedford County, he now lives in Roanoke, Virginia.
Gerald can be reached at [email protected].
Tim Cone, LUTCF
Research Analyst
Tim has more than 30 years of experience in the financial services industry, covering a broad range of areas, including banking, insurance, investments, compliance, and operations. His role with FocusOne primarily focuses on assisting Gerald with research and implementation of investment strategies, including monitoring, trading, rebalancing, and performance evaluation of accounts.
Tim earned his bachelor’s degree from Virginia Tech and currently lives in Roanoke, Virginia, with his four children. He is active in the community with a number of youth sports teams.
Tim can be reached at [email protected].
Morgan Durham
Operations Manager and Executive Assistant to Adam Peters, CFP®, AIF®
Morgan joined FocusOne in May 2016 as Adam’s executive assistant. With a background in retail management, she is comfortable working in a fast-paced environment and knows the value of excellent customer service.
Morgan lives in Roanoke with her husband, Charlie, their French Bulldog, Dexter, and cat, Tina. In her free time, she enjoys taking hot yoga classes, playing board games, and trying out Roanoke’s newest restaurant or brewery.
Morgan can be reached at
Alison Elliott
Director of First Impressions, Director of Education, and Administrative Assistant to Adam Peters, CFP®, AIF®
After spending 12 years working as a math teacher, Alison’s interest in the financial industry was sparked by working with her financial advisor within the school system. She decided to transition into the financial industry and since has obtained her SIE, FINRA Series 7 top-off and 66 securities registrations, and VA life/health/annuities licenses.
Alison graduated with her BA in mathematics education from West Liberty University and her MS in education from Radford University. Originally from Weirton, West Virginia, but now resides in Roanoke, Virginia, and is an active member of Elevation Roanoke church. In her spare time, Alison enjoys researching and trying new recipes and hanging out with her husband, Brian, and rescue dog, Lola.
Alison can be reached at
Lisa Fonacier
Client Relationship Manager for Bo Blankenship, CFP®, MTA
Lisa came to FocusOne as Bo’s client relationship manager in August 2014. With a background in business administration, she handles review meeting preparation and client service work for Bo’s practice.
Lisa and her husband, Lee, moved to Roanoke in 2006 with their two sons, Garrett and Grant. Outside of the office, she loves hiking with her two sheepadoodles, ND and Ana, and is active with the Notre Dame Club of Blue Ridge.
Lisa can be reached at
Joshua Gallegos
Registered Paraplanner, CFP®
Joshua lives in Roanoke, Virginia, with his wife, Ashlee, and their Belgian Malinois, Trixee, but is originally from Mishawaka, Indiana. He earned his bachelor's degree in business with a concentration in finance from Indiana University South Bend.
In his free time, Joshua likes to golf with his friends and go hiking with Ashlee. He and Ashlee also love to explore new cuisines and restaurants.
Joshua can be reached at
Yvonne Lavinder
Practice Manager and Executive Assistant to R Benjamin Fry, CFP®
Yvonne joined the FocusOne team in 2015 as Ben’s executive assistant. Prior to this, she was the client services manager for Greystone Financial Group, where she helped process new business and handled client relations for the group for 11 years.
Yvonne enjoys volunteering at her church; hiking with her husband, Mark, of more than 30 years; and snuggling with Siegen, their German shorthaired pointer. During football season, she loves attending Virginia Tech games with her son, Mason, who is a Hokie majoring in aerospace engineering.
Yvonne can be reached at
Bibi Link
Client Relationship Manager for Bo Blankenship, CFP®, MTA
Bibi joined FocusOne in August 2021 as Bo’s client relationship manager. Prior to joining our firm, Bibi worked as the dining manager at Roanoke Country Club for 12 years and previously worked for Wachovia Bank.
Originally from New Jersey, Bibi now lives in Roanoke with her daughters and granddaughter. In her free time, she loves traveling, cooking, watching basketball, and planning parties and events for friends and family.
Bibi can be reached at
Deb Stover, LUTCF
Healthcare Insurance Consultant
Debbie began her health insurance career more than 20 years ago and joined FocusOne in August 2018. She specializes in the individual health insurance market, group health insurance, and ancillary benefits.
Debbie graduated from Mary Baldwin College and Virginia Commonwealth University with a master's degree in social work. Before her career change into the insurance industry, she primarily worked in inpatient and outpatient settings with a licensed clinical social worker (LCSW) license.
Debbie currently lives in Moneta, Virginia.
Debbie can be reached at
Mark Tanis
Licensed Financial Planning Associate
Before coming to Focus One in 2021, Mark spent 27 years working in the financial services industry covering a broad range of areas, including banking, personal finance coaching, and project finance.
Mark graduated from the University of Mary Washington with a BA in business and earned an MBA with a concentration in finance from the University of Richmond. He holds SIE and FINRA Series 7 and 66 securities registrations.
Mark grew up in Roanoke, Virginia, where he now resides with his wife, Tamalyn, and his daughter, Avery. When he is not watching his daughter’s sports teams, Mark enjoys hiking and spending time at Smith Mountain Lake with friends and family. He also serves on the board of the nonprofit Because We Care Ministries.
Mark can be reached at
