The Team

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.

Our Advisors

Katherine Rediger

Katherine Rediger

Associate Financial Advisor

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B.S. Finance, Virginia Tech 2013


Our Staff

Alexa Cornett

Alexa Cornett

Client Service Coordinator

More about me...


  • Bachelor of Science in Applied Economic Management, Virginia Tech College of Agriculture and Life Science; Financial Planning Option & Minor in Business
  • Alexa started with the practice in June 2018.
  • Alexa grew up in Richmond, VA, has been a lifelong Hokie fan, enjoys playing volleyball, and loves coffee.

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.