Everence Financial & Everence Federal Credit Union

Steve Burkholder, CFP®, is a Financial Planner focused on helping individuals and groups through financial and charitable giving services. Steve partners with clients to develop solutions that support their goals and create meaningful community impact. He offers two primary areas of service: comprehensive, fee‑based financial planning and values‑aligned investment management. Steve works with clients to build plans that reflect what matters most to them and to structure their investment, retirement, and charitable accounts in ways that advance both their financial and philanthropic aspirations.

https://www.everence.com/advisor-pages/steve-burkholder

Caleb J Chupp is a Financial Consultant serving the Harrisonburg office. In his work, Caleb works alongside individuals, families, and businesses as they integrate their finances and values in order to achieve their goals.

“I am proud to be able to help build lasting community impact and create more sustainable futures for people of all backgrounds,” he said. “Through my work, I’m able to pursue my passion of connecting with people and creating holistic, meaningful relationships.”

https://www.everence.com/advisor-pages/caleb-chupp

Federica Pandolfi is an Everence Financial Consultant and takes great pride in working with clients to help them clarify their goals and create personalized financial strategies. 

Through her work, Federica provides clients with guidance on areas such as investments, retirement, and overall financial stewardship, and specializes in accounts held in mutual funds. Her role focuses on building long-term relationships and helping clients make informed decisions that align with their values. Federica is ready to help you reach your financial goals – in English or Spanish.

Habla Español

Byron Pellecer serves as Community Development Officer for Everence® Federal Credit Union in Harrisonburg, Virginia. He is responsible for cultivating and supporting individuals, local churches, nonprofits and businesses.

Byron graduated from Eastern Mennonite Seminary in Harrisonburg with a Master of Divinity degree. Before coming to Everence, he worked as associate conference minister, lead pastor, and church planter. Byron is eager to connect and build relationships with a culturally diverse community.

Habla Español

https://www.everence.com/advisor-pages/byron-pellecer​
 

Dave Warren, CPGA, AIF®, serves as Vice President, Atlantic Region for the Everence®. Passionate about helping Everence clients integrate their faith and finances – with a special interest in charitable and legacy planning – Dave is focused on finding new ways to expand the services offered to the Atlantic region, which includes the Greater Philadelphia area and all states southward along the east coast, including offices in Harrisonburg, Viriginia, and Sarasota, Florida. Dave also serves as the National Charitable Specialist for Everence Foundation. 

https://www.everence.com/advisor-pages/dave-warren

Mayra Williams is the Branch Manager for Everence® Federal Credit Union in Harrisonburg, Virginia. In her role, she leads the branch staff as they provide exceptional customer service, lending products, and banking services to credit union members. Mayra appreciates being able to work with a dedicated team to help members achieve their financial goals.

In her free time, Mayra enjoys hiking through Shenandoah National Park and spending time with her husband and pets.

Habla Español