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

Associate Financial Advisor

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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