Ritter, Virok, Lambert & Associates

Our mission is to help clients feel more confident about their financial future.

For our retiring clients, our mission is to help them find a purpose that is strong enough to get them out of bed in the morning and to have more confidence in their financial life so that they can sleep well at night.


Advisors

J Christian Reese

J Christian Reese

Financial Advisor

Visit J Christian Reese's website
Devon Chandler

Devon Chandler

Financial Advisor

Visit Devon Chandler's website
Jim Ritter

Jim Ritter

Private Wealth Advisor

Visit Jim Ritter's website

Team

Megan Otlowski

Megan Otlowski

Paraplanner

Qualifications

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

Roles & Responsibilities

  • Manages Your Accounts - Executes Your Transactions - 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

Financial Planning Assistant

Qualifications

  • Education: B.A., Wake Forest University
  • Series 7, 66 Licenses

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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