The Team

Ritter, Virok, Lambert & Associates

Our Advisors

Jim Ritter

Jim Ritter

Private Wealth Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Education: Bachelor of Arts in Psychology, 1975, Grove City College
CA Insurance #0C47849

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Devon Chandler

Devon Chandler

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances

Education

Bachelor of Science, 2011, Business Management, University of Phoenix, Phoenix, AZ
CA Insurance #0D81631

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J Christian Reese

J Christian Reese

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies

Education

Bachelor of Science, 1998, Accounting/Political Science, Shepherd University, Shepherdstown, WV

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Our Staff

Megan Otlowski

Megan Otlowski

Paraplanner

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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
Jacqueline Wathen

Jacqueline Wathen

Client Service Manager

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Roles & Responsibilities

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

Shanna Oden

Administrative Assistant

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Roles & Responsibilities

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

Nina Stanton

Financial Planning Assistant

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Roles & Responsibilities

  • Prepares Meeting Presentations - Account Maintenance
Kelsey Holt

Kelsey Holt

Financial Planning Assistant

Marketing Specialist
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Qualifications

  • Education: Bachelor of Science 2013, Virginia Commonwealth University

Roles & Responsibilities

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

Jane Griffith

Financial Planning Assistant

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Qualifications

  • Education: B.A., Wake Forest University

Roles & Responsibilities

  • Prepares Meeting Presentations - Account Maintenance
Christina Mele

Christina Mele

Administrative Assistant

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Roles & Responsibilities

  • Receptionist - Meeting Preparation - Coordinates Front Office