Our Team

As the Chief Executive Officer at GERLOFTIN Wealth Advisors, James Loftin works with individuals, families and business owners and specializes in wealth accumulation, investment management, asset protection and retirement planning.

George E. Rall, Jr., RFC® partnered with James Loftin, CFP® and together formed GERLOFTIN Wealth Advisors, LLC in 2010. George has over 30 years of experience in the field of personal finance and investments.

Captain David Harvey was brought on-board in February 2020 and he assists James and George with investment research & analysis, and trading strategies at the firm’s trading department. Mr. Harvey began his career with NASA on the...

Keir is an associate at GER LOFTIN who joined the team in May of 2019. Keir assists with day to day tasks such as research, marketing, client relations, and serves as a liaison for GER LOFTIN’s Internship Program...

Cindy Scheffler has been working in the financial services industry since 2004. As a graduate of Salisbury University, Cindy holds a bachelor’s degree in finance and marketing. Before joining GER LOFTIN, Cindy was the Branch...

Duncan joined GER Loftin Wealth Advisors LLC in 2012, bringing with her over twenty-five years of corporate experience in finance, operations and senior management. As Comptroller, she is responsible for overseeing the daily accounting...

Lori Loftin is the client services manager at GERLOFTIN Wealth Advisors. She serves as a liaison between the company and its valued clients. She provides administrative support to the financial advisors and assists with marketing. Lori...