Wealth Advisor

David Arthur sees his role as more than that of a financial advisor — he views himself as a guide. Much like a trusted travel guide helps people navigate unfamiliar terrain, David helps his clients chart a clear financial path forward, avoiding common pitfalls and uncovering the best routes toward their goals. He believes that financial planning works best as a partnership, where clients and advisors collaborate closely to align decisions with purpose, values, and long-term success.

For more than a decade, David has helped individuals, families, and business owners build confidence in their financial journeys through strategies grounded in three core pillars: client education, portfolio management, and tax efficient retirement planning. His wide-ranging financial knowledge allows him to tailor each plan to his clients’ precise needs — guiding them through life’s complexities with insight, discipline, and care.

Before joining IFA Wealth, David began his career at a global investment firm, gaining foundational experience that continues to shape his client-first approach today. He earned his Bachelor of Business Administration degree with a concentration in Corporate Finance and Investments from East Tennessee State University. Prior to entering the financial services field, he administered a regional furniture company, overseeing operations for six retail locations across Southwest Virginia — experience that gives him a deep understanding of entrepreneurship and the challenges faced by business owners.

A lifelong Roanoke resident, David and his wife, Amanda, live in Grandin Village with their two sons, Luke and Hugo, and their dog, Sonny. Outside the office, he can often be found on the sidelines of a soccer field or exploring the outdoors through hiking, camping, and kayaking adventures in the Blue Ridge Mountains and beyond.

Wealth Advisor

With deep roots in the financial services industry, Rob Arthur brings both experience and legacy to his role as a trusted financial advisor. A graduate of Virginia Tech with a degree in Agricultural Economics, he offers a unique blend of analytical knowledge and practical insight, helping clients navigate all aspects of financial planning and wealth management.

Raised in the business, Rob trained under seasoned professionals within the firm, including his father, a respected independent advisor with over 45 years of experience. These early influences shaped his client-focused approach and strong values in building long-term financial success.

His dedication to excellence has not gone unnoticed. During his career, Rob has been honored as Best Advisor in Roanoke and is currently ranked among the Top 20 Advisors at Geneos Wealth Management, a national leading independent broker-dealer. He remains committed to ongoing education and stays ahead of economic trends, market developments, and evolving investment strategies to better serve his clients. In addition to his work in investment strategy, Rob has extensive experience managing real estate portfolios, including both investment and rental properties.

Outside of the office, Rob enjoys life on a small family farm with his wife, Lauren, and their three children. Together, they embrace the outdoors, cheer on their children at sporting events, and enjoy quality time during family game nights.

Rob takes pride in building lasting relationships with his clients and helping them pursue financial confidence and freedom through personalized, comprehensive planning.

Wealth Advisor

Known for his strategic insight and client-first approach, Adam has built a reputation for delivering personalized financial guidance to individuals, families, and business owners seeking to grow, protect, and preserve their wealth.

Throughout his career, Adam has specialized in comprehensive wealth planning, investment management, retirement strategies, and risk mitigation. His approach is rooted in a deep understanding of each client’s unique goals and life circumstances, allowing him to develop tailored strategies that support long-term financial security and growth.

Adam began his career in financial services after graduating from Virginia Tech’s Pamplin College of Business. He has worked with both boutique advisory firms and larger financial institutions, gaining broad experience across market cycles and regulatory environments. This diverse background enables him to offer clients a well-rounded perspective and practical solutions, even in complex financial situations.

Committed to lifelong learning and professional development, Adam stays current with industry trends, tax law changes, and investment innovations to ensure his clients receive the most relevant and effective advice. In addition, he is actively involved in his community, often speaking at financial literacy events, serving on local government boards and volunteering with nonprofit organizations.

Adam’s clients value his integrity, clarity, and proactive communication. Whether navigating life transitions, planning for retirement, or managing intergenerational wealth, Adam serves as a trusted partner and advisor through every stage of the financial journey.

A native of Roanoke, Adam now resides in Blacksburg with his wife (Stephanie) and son (Austin). In their spare time, they enjoy attending Virginia Tech athletic events and exploring the beauty of Southwest Virginia.

Wealth Advisor

Tim Shank, CFP®, has been advising clients for over 37 years. He began his advisory career with IDS in 1987 and continued with its successor organization, American Express Financial Advisors where he was a member of their corporate Review Board. He joined IFA Wealth in 1998. His previous experience included merchandising for JC Penney Inc.

Tim obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1994 and is a member of the Institute of Certified Financial Planners. He earned a Bachelor of Science from Virginia Tech. Tim and his wife reside in Daleville. He enjoys travel, history, photography, cycling and other outdoor activities.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ , which it awards to individuals who successfully complete initial and ongoing certification requirements.

Wealth Advisor

Jim Tate has been a personal financial advisor with IFA Wealth since 1998, coming to us from American Express Financial Advisors where he held the same position since 1993. Jim began his professional career holding a variety of management positions in the manufacturing sector, and later formed his own firm as a manufacturing consultant.

Jim attended Virginia Military Institute and graduated from Old Dominion University with a B.S. in engineering. He was awarded a Master’s in Business Administration with a concentration in finance and investments from the University of Alabama.

Over the years, Jim has contributed his talents to a number of professional and community organizations. His involvements include:

• Chairman of Special Advisory Committee for Ruritan National Civic organization.
• Member – Beta Gamma Sigma Honorary Business Fraternity.
• President, non-profit Civil War educational corporation.
• Member, Richlands Ruritan Club, Lewisburg, WV.
• Past President Richmond, VA chapter American Production & Inventory Control Society.
• Member, Sons of Union Veterans of the Civil War, J.L. Chamberlain Camp, Roanoke, VA.

Jim, and his wife, Kathy, have lived in the Roanoke area for 30 years. He has three children, four step-children, six grandchildren, and eleven step-grandchildren. He enjoys Civil War and Napoleonic history and reenacting, backpacking and hiking.

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Wealth Advisor

Mark is an Investment Advisor who joined the IFA Wealth Team in the year 2020. Mark graduated from Virginia Tech in 2016, and initially worked as a Government IT Solutions Provider in which he assisted public sector agencies in the procurement and management of IT accounts. After years of learning the skills needed to properly serve and communicate with an active client-base, Mark decided to change paths and began his career at IFA Wealth as an Assistant Advisor, a role that enabled him to learn the best industry practices from a group of tenured Advisors with over 200 years of combined experience. Now, Mark is a licensed Investment Advisor providing services such as retirement planning, portfolio management, client education and more.

Outside the office, Mark spends his time making memories with his wonderful wife, Monica, and his three children, Mark III, Raymond and Rita.

Director of Operations

Jenna Mehalso joined IFA Wealth as the Assistant Director of Operations in the fall of 2023. Jenna earned a BA in Philosophy and Religion in 2013 from Bridgewater College. Prior to IFA Wealth, she spent a year in Brethren Volunteer Service, eight years as the Program Coordinator at Camp Bethel, and two years as part of the Business Office team at Roanoke College. A native of South Carolina, she now resides in Roanoke with her husband, Brian, and daughters, Campbell (2) and Corie (6 months). When not in the office or caring for her daughters; she enjoys going on runs, walking/hiking with her family and dog, and reading. Be sure to share your favorite book with her during your next office visit.

Registered Client Services Associate

Amanda Arthur began her career in financial services as an Investment Advisor with UBS Financial Services in 2010, joining her mother’s 40-year-old practice. In 2015, she joined Geneos and IFA Wealth with her husband, David, and gradually transitioned into Operations Management. She earned a BA in Psychology in 2006 from the University of Virginia and holds her Series 7, Series 66, and Insurance License. Amanda and David live in the Grandin Village with their two sons, Luke (12), and Hugo (6) and dog Sonny. When not at work, she spends much of her time on the sideline of a soccer field watching her boys play, and enjoys traveling, cooking, and reading a good book.

Client Services Associate

Sarah joined IFA Wealth in December 2024 as a Client Services Associate. She graduated from Virginia Tech in 2023 with a Bachelor of Science in Apparel, Housing, and Resource Management. In her role, Sarah enjoys getting to know clients on a personal level and building lasting connections while supporting their financial journey. She values the opportunity to provide a welcoming experience and ensure clients feel cared for every step of the way.

Originally from Botetourt County, Sarah now resides in Salem with her husband, Jacob. In her free time, she enjoys reading, traveling to new places, and spending quality time with family. A proud Hokie, she especially loves attending Virginia Tech sporting events and tailgating with family and friends.

Client Services Associate

MAs a Client Services Associate at IFA Wealth, I bring a dedicated focus on providing exceptional client support. With a Bachelor's degree from the University at Buffalo, I possess a unique and valuable background, having previously served as a Procurement Analyst at BAE Systems, Elbit Systems of America, and General Dynamics. This experience honed my ability to thrive in heavily regulated, FAR and DFAR-compliant environments, a skill set that directly translates to navigating the complexities of the wealth management industry. Combining this with a strong history in sales support and a meticulous approach to client relations, I am passionate about enhancing the client experience and contributing to IFA Wealth's client-centric mission.

In my spare time, my wife and I enjoy caring for our handful of rescue cats, who range in age from about 5 to 17 years old. When we're not looking after our fur babies, we love watching movies, taking long walks, and spending time with family and close friends.