Riverstone Wealth Advisory Group

Advisors

Lane Wilson

Lane Wilson

Financial Advisor

Visit Lane Wilson's website
Jeff Rohr

Jeff Rohr

Private Wealth Advisor

Visit Jeff Rohr's website
Brad Swartzwelder

Brad Swartzwelder

Private Wealth Advisor

Visit Brad Swartzwelder's website
Kevin Williamson

Kevin Williamson

Private Wealth Advisor

Visit Kevin Williamson's website
Jeffrey Jones

Jeffrey Jones

Financial Advisor

Visit Jeffrey Jones's website
Adam Williamson

Adam Williamson

Financial Advisor

Visit Adam Williamson's website
Joseph Stemmle

Joseph Stemmle

Financial Advisor

Visit Joseph Stemmle's website

Team

Courtney A. Maddox

Courtney A. Maddox

Paraplanner,

Chartered Retirement Planning Counselor℠

Qualifications

  • Holds Series 7, 66, Life and Health licenses
  • 9+ years experience in the Financial Planning industry and with Ameriprise Financial Services
  • Bachelors in Communication from University of Florida

Roles & Responsibilities

  • Courtney works alongside Brad Swartzwelder assisting him with client service, prepraing for meetings, and completing transactions.
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Wendy Poole

Wendy Poole

Paraplanner

Qualifications

  • Bachelor of Science in Business Administration from Longwood University.
  • Holds Life, Health and Annuities license.
  • Member of the National Society of Compliance Professionals.

Roles & Responsibilities

  • Wendy works with Brad Swartzwelder's team, assisting with client service, and meeting preparation.
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Maura C. Norford

Maura C. Norford

Paraplanner

Qualifications

  • Holds Series 7 and 66 licenses
  • 7+ years of experience in the Finance industry
  • Bachelor's Degree in Psychology from Mary Washington University

Roles & Responsibilities

  • Maura works alongside Kevin Williamson, assisting him with client service, appointment preparation, and completing transactions.
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Daniel Halpin

Daniel Halpin

Paraplanner

Qualifications

  • Bachelor of Science in Business Administration from Virginia Commonwealth University, with a concentration in Financial Planning.

Roles & Responsibilities

  • Daniel works with the Williamson team, assisting with client service and meeting preparation.
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Lindsey Johnson

Lindsey Johnson

Financial Planning Specialist

Qualifications

  • Bachelor of Science in Applied Economic Management from Virginia Tech with a concentration in Financial Planning
  • Member of the Financial Planning Association of Central VA

Roles & Responsibilities

  • Lindsey works with Jeff Rohr’s team assisting with client service and meeting preparation.
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Jeriann Crawford

Jeriann Crawford

Marketing Manager,

Client Service Specialist

Qualifications

  • Bachelors in Business Administration from Southern Methodist University
  • Bachelors of Art/Economics from Southern Methodist University

Roles & Responsibilities

  • Jeriann handles marketing for Riverstone, including event planning and social media.
  • Jeriann is the administrative assistant for Jeff Rohr.
  • Notary public.
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Susan Kandler

Susan Kandler

Client Service Specialist

Qualifications

  • Bachelor of Business Administration with an emphasis in Marketing from University of West Georgia.

Roles & Responsibilities

  • Administrative Assistant to Kevin Williamson, Adam Williamson and Lane Wilson.
  • Oversees licensing tracking and business processing for Riverstone advisors.
  • Notary Public
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