The Team

Riverstone Wealth Advisory Group

Our Advisors

Jeff Rohr

Jeff Rohr

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

B.S Business Administration, West Virginia University, 1985
CA Insurance #0F13413

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Brad Swartzwelder

Brad Swartzwelder

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies

Education

B.S. Finance, University of Richmond, Richmond,VA
CA Insurance #0H31880 AR License #740255

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Kevin Williamson

Kevin Williamson

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

Virginia Tech - BS Finance 1998

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Justin Martin

Justin Martin

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management

Education

Financial Planning Degree - Virginia Polytechnic Institute & State University

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Jeffrey Jones

Jeffrey Jones

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

Virginia Commonwealth University | B.S. Finance and Financial Planning, Bacone College | A.S. Business Administration
AR License #3649843

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Adam Williamson

Adam Williamson

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Education

Bachelor's in Marketing Management from Virginia Tech

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Joseph Stemmle

Joseph Stemmle

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Women's Financial Strategies

Education

Virginia Commonwealth University | Bachelors of Science in Financial Planning, Virginia Commonwealth University | Bachelors of Science in Real Estate

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Erik Ott

Erik Ott

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies

Education

Bachelor's Degree in Business Administration/Management from Virginia Commonwealth University, Bachelor's Degree in Finance -Financial Planning concentration from Virginia Commonwealth University

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Our Staff

Courtney A. Maddox

Courtney A. Maddox

Paraplanner

Chartered Retirement Planning Counselor℠
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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.
Wendy Poole

Wendy Poole

Financial Planning Assistant

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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.
Maura C. Norford

Maura C. Norford

Paraplanner

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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.
Daniel Halpin

Daniel Halpin

Financial Planning Assistant

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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.
Jaymi Elswick

Jaymi Elswick

Financial Planning Assistant

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Qualifications

  • Associate of Science degree from John Tyler Community College
  • Currently working on a Bachelors Degree in Business Administration.

Roles & Responsibilities

  • Jaymi works with Justin Martin providing meeting preparation and client service.
Jeriann Crawford

Jeriann Crawford

Marketing Manager

Client Service Specialist
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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.
Pamela Padgett

Pamela Padgett

Client Service Specialist

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Qualifications

  • Pam studied Agriculture at Piedmont Virginia Community College and has a certificate in both Oenology & Viticulture.

Roles & Responsibilities

  • In the office, Pam greets all clients and manages the building operations.
  • Pam also handles various administrative tasks to assist the staff and advisors of Riverstone Wealth Advisory Group.
  • Notary Public.
Susan Kandler

Susan Kandler

Client Service Specialist

More about me...

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