The team
Advisors, planners, and a client service team whose actual job description includes taking care of you. Plus the next group of advisors, learning the work from the inside.
01
The people who build the plan and sit across the table from you.
Senior Financial Consultant, Retirement Specialist and Wealth Advisor
sdevlinFinancial Planner
jfletcherFinancial Advisor & Wealth Manager
jbyusDirector of Operations and Client Service
mhaydenFinancial Analyst
cferguson02
The people who answer when you call. Taking care of the client is the job, not a step in it.
03
Students at Liberty University and Virginia Tech learning the work from the inside.
Financial Intern
jdevlinFinancial Intern
cgrindstaffWork with us
Virginia offices, clients across the country, and a habit of treating the client relationship as the job rather than the overhead.
