Our Team

Our Team

Bo Blankenship, MTA, CFP®

Founder and Partner

Bo Blankenship, CFP®, MTA, is a well-known, respected CERTIFIED FINANCIAL PLANNER™ professional. The focus of Bo’s practice is helping individuals, business owners, retirees, and those preparing for retirement, avoid common financial mistakes through the development and implementation of wealth accumulation, estate planning, tax reduction and asset preservation strategies.

With 25 years of financial planning and tax accounting experience, Bo served as managing director for MetLife Western Virginia for 17 years, growing the Roanoke office to the top performing office in Virginia. After graduating, he worked for KPMG Peat Marwick for 3 years in the tax department. While developing a thriving practice, Bo is highly regarded for his consulting skills and has been instrumental in training numerous financial services professionals.

Bo received his undergraduate degree in accounting and a master's in tax accounting from Virginia Tech. He was also proud to be a member of the 1984 Virginia Tech Independence Bowl Team and the 1986 Peach Bowl Team.

Bo is a resident of Roanoke, where he presently resides with wife, Libby, and sons Tyler and Lucas. 

R Benjamin Fry, CFP®, CLTC

Founder and Partner

The focus of Ben’s practice is on helping business owners, retirees, and those preparing for retirement avoid common financial mistakes through the development and implementation of estate planning, tax reduction, asset preservation, and wealth accumulation strategies.

Ben regularly gives public seminars and workshops throughout Virginia and North Carolina on the topics of long-term care planning, life insurance, and retirement planning with an emphasis on asset management and tax efficiency.

Ben received his BS degree in economics from Hampden-Sydney College, after which he returned to Roanoke, VA, where he began his career in financial services. Since that time, Ben has developed a thriving practice while consulting and training other financial services professionals.

Ben is a resident of Salem, VA, where he presently resides with his wife, Whitney, and daughters Sydney and Taylor.

Adam Z Peters, CFP®

Founder and Partner

I grew up in the Roanoke Valley and still call it home today. My practice centers on helping business owners, retirees, and those preparing for retirement avoid common financial mistakes. I work with clients to develop and implement estate planning, tax reduction, asset preservation, and wealth accumulation strategies.

I earned a BA in economics and business from the Virginia Military Institute. I was a four-year letterman and a captain of the football team. Upon graduation, I returned to Roanoke and have worked to build a solid financial planning practice at FocusOne.

Organizations

  • CrossFit Level 1 Certified Trainer at Brickhouse CrossFit
  • VMI Keydet Club
  • Virginia Amateur Sports Board of Directors - Chairman

Gerald Tuck

Founder and Partner

As part of the FocusOne Team, Gerald researches current and potential investment and protection options for all existing and prospective clients.

The development of investment strategies for clients, along with implementing the recommendations, are a major part of his role. This includes monitoring, trading, rebalancing, and performance evaluation of client accounts.

Gerald received a BA in economics from George Mason University and has 26 years of experience in the financial services industry.

A native of Bedford County, Gerald now resides in Roanoke. 

Lisa Fonacier

Client Relationship Manager

With a background in business administration, Lisa serves as our customer relationship manager.

Lisa moved to Roanoke in 2006 with her husband and their two sons.

Morgan Jessee

Executive Assistant to Adam Peters

As Adam's practice manager, Morgan provides day-to-day support services.

Outside of work, Morgan enjoys volunteering at local animal shelters and spending time with her family and friends. She was born and raised in Roanoke and currently lives in Daleville.

Yvonne Lavinder

Executive Assistant to Ben Fry

As Ben's practice manager, Yvonne provides day-to-day support services.

Prior to joining FocusOne, Yvonne was the agency assistant for Greystone Financial Group for 11 years.

In her spare time, Yvonne enjoys volunteering at her church and staying fit.

Diana Smith

New Business Analyst and Executive Assistant to Bo Blankenship

Diana works as business manager to Bo. Prior to joining FocusOne, Diana worked as a broker assistant for 16 years while raising her two sons.

Frances Stevenson

Practice Manager

As our practice manager, Frances provides day-to-day support services to the team at FocusOne.

Prior to joining FocusOne, Frances' career in human resource management focused on change management and employee development. She moved to Roanoke from Scotland with her family in 2007.