My financial advice team

Anne has lived in Virginia her entire life and in Richmond for the past 32 years. She and her husband Jimmy, have 2 daughters, Grace and Abby and white lab, Murphy. Anne enjoys volunteering, spending time with familyand friends, and relaxing in her hometown at the river.

Jeanine is a proud graduate of VA Tech (B.S. Finance). She has lived most of her life in Hanover, where she currently makes her home with her husband and two dogs. She has two grown up sons. Life outside the office involves walks around her property with the pups and paddle boarding. She also enjoys running races with friends, visiting wineries, reading and watching movies.

Megan lives in Richmond with her 2 beloved cats, Benjamin & Leonardo. Though cats by definition, they are her children in every way that matters. Her greatest wish is to leave them her estate, and she wrestles daily with the painful reality she will likely outlive them. When not in the office, Megan can be found walking, trying to notice life’s small, meaningful moments or playing Mahjong with her wonderful grandmother.

Kristen has lived all over but calls Virginia home. She is married to Kevin, and they have 3kids: Chase, Del and Bartley and 2 yellow labs. Kristen loves spending time with her family, sampling the local brewery scene, volunteering, and watching Alabama and Tennessee sports (Roll Tide! & Go Vols)

Anna grew up in Oregon and worked in Chicago for several years before settling in Richmond over a decade ago. She joined SecureBridge in 2021 and acquired her securities license in 2023. Anna and her husband, Michael, have 3 children as well as a pit-beagle mix who loves to chase squirrels. Outside of the office, she enjoys cheering on her children at all their activities, visiting wineries, and watching Oregon State football.

Kelly was born in Richmond, VA but spent half of her life growing up in Roswell, GA before attending the College of Charleston in Charleston, SC. She has three dogs (Pippa, Maezy and Annie) who keep her laughing. Kelly enjoys playing indoor and baking. She has owned her own small cake pop business for over a decade.

A student at the University of Richmond Robins School of business, Alex is concentrating in Finance with a minor in History.

A Chicago native, Alex is missing his Cubs but is thrilled to be in Richmond this summer with friends to enjoy the outdoors and all that the city has to offer.

In his free time, he enjoys all kinds of exercise but likes to relax by cooking and reading.

Cheryl was born in Richmond, VA and currently resides in Midlothian, VA. She and her husband James have a daughter, Caitlin, a son, Brandon, a grandson, Holden and a granddaughter on the way. Outside of the office, Cheryl enjoys spending time with family, working with RMC Events, watching Villanova basketball and loves Baby Yoda.

Pam lives in Ashland. She has three children, two in college and one in high school. Pam loves to spend time with her family, watching her kids play their sports while being their biggest supporter, traveling and exploring new places, enjoying nature, crafting, and spending time with her friends.