We focus on clients who are preparing for retirement or currently in retirement with a typical account size of $500,000-$5,000,000. These are often baby boomers looking for a straightforward framework to help plan for a sound retirement. My professional designations are specific to the planning needs surrounding retirement: strategies to help you create retirement income and manage your wealth.


Advisors

Katherine Rediger

Katherine Rediger

CFP®, BFA

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Katherine Rediger's website

Team

Jackson Wiles

Jackson Wiles

Financial Planning Specialist

Qualifications

  • Bachelor of Science in Finance; Financial Planning Option
  • Jackson started with the practice in July 2020.
  • Jackson grew up in Danville, VA, He's a big Virginia Tech sports fan and enjoys watching football and basketball. He also enjoys spending time in the outdoors; hiking, fishing, and kayaking.

Roles & Responsibilities

  • Aids in preparing investment recommendation letters and reviewing portfolio asset allocation.
  • Responsible for new client set-up, updating client information, client service calls, and completing client paperwork.
  • Coordinates marketing media across social media platforms.
  • Responsible for completing client meeting agendas, organizing approproaite reports, preparing paperwork for accounts, and providing necessary follow-up.
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