Ritter, Virok, Lambert & Associates

Advisors

Jim Ritter

Jim Ritter

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jim Ritter's website
Devon Chandler

Devon Chandler

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Devon Chandler's website
J Christian Reese

J Christian Reese

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit J Christian Reese's website

Team

Megan Otlowski

Megan Otlowski

Paraplanner

Qualifications

  • Series 7, 66 License, Virginia Life, Health and Annuities, Education: B.A., 2004, Bachelor of Science Administration, Old Dominion University

Roles & Responsibilities

  • Manages Your Accounts - Executes Your Transaction - Financial Plan Preparation
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Jacqueline Wathen

Jacqueline Wathen

Client Service Manager

Roles & Responsibilities

  • Answers Calls - Schedules Your Meetings - Go To" Person for Service Questions
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Shanna Oden

Shanna Oden

Administrative Assistant

Roles & Responsibilities

  • Paperless Office Coordinator - Supply Manager - File Manager
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Nina McLin

Nina McLin

Financial Planning Assistant

Roles & Responsibilities

  • Prepares Meeting Presentations - Account Maintenance
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Kelsey Holt

Kelsey Holt

Financial Planning Assistant,

Marketing Specialist

Qualifications

  • Education: Bachelor of Science 2013, Virginia Commonwealth University

Roles & Responsibilities

  • Coordinates & Directs Marketing - Prepares Meeting Presentations - Account Maintenance
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Jane Griffith

Jane Griffith

Paraplanner

Qualifications

  • Series 7, 66 License, Virginia Life, Health & Annuities
  • Education: B.A., Wake Forest University

Roles & Responsibilities

  • Prepares Meeting Presentations - Account Maintenance
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Megan Brengel

Megan Brengel

Receptionist,

Client Service Specialist

Roles & Responsibilities

  • Receptionist - Meeting Preparation - Coordinates Front Office
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