An Ameriprise Private Wealth Advisor
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Rich joined the practice in August 2021. Rich has over 25 years in the financial services industry.
I have worked in the practice since 2005. I have many years of industry experience with several broker/dealers. I work closely with the private client group, and will assist you with your requests and questions. I ensure that all business is processed quickly and accurately, and that all portfolio changes are made in accordance with your decisions. I am a notary public.
I joined the practice in August 2020.
I have been in the banking a client service industry for over twenty years. I assist with all operations of the practice to ensure all clients receive excellent service. I assist with compliance of all industry and company regulations and requirements. I am fluent in French.
I have worked in the practice since 2001, after spending over 12 years working as Controller in the real estate industry. My responsibilities include managing all financial reporting, compliance documentation, and overseeing the day to day operations of the practice. I hold a BA in Business Administration from the University of Mary Washington.
Rob joined Whitlock Wealth in August 2019. Rob supports the clients and advisors as a financial planning specialist.
After you complete the form below, I will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice I provide, and the costs associated. I look forward to meeting you and discussing your financial future.
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I will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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I look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
The initial consultation provides an overview of financial planning concepts. You will not receive
written analysis and/or recommendations.
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If you have friends or family members who could benefit from personalized financial advice to reach their goals, please let them know about my practice. When you refer me, they will receive an email with a link to my website where they can learn about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. Thanks again for trusting me to help you achieve your financial goals.
The person you refer will receive an email with a link to visit my website
and contact me for a complimentary consultation, if they choose.
will be notified of your referral with your friend's contact information and may reach out to them directly.
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Your referral will receive an email with a link to visit my website and contact me for a complimentary consultation form. I will be notified of your referral with your friend's contact information and may reach out to them directly.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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