Origin Wealth

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Origin Wealth
Team photo for Origin Wealth

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Advisors

Advisor photo for MaryAnna Gilmer

MaryAnna Gilmer

CFP®, CRPC, BFA, APMA®

Financial Advisor

Managing Partner of Origin Wealth
Visit MaryAnna Gilmer's website
Advisor photo for Steven J Engel

Steven J Engel

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Steven J Engel's website


Team

Jackie Labus

Jackie Labus

Financial Planning Specialist

Roles & Responsibilities

  • To assist financial advisors in managing and organizing financial planning workflow. Provides client relationship support through managing, gathering and analyzing client data.
  • My husband, Jim, and I have two children, Alexandra and Connor. I cherish our family time, and look forward to our quiet evenings spent at home watching a movie to going on vacation together.
  • I enjoy kayaking, taking long walks with our dog, Hopper Rose, dining out at our favorite restaurants, reading, and watching my favorite teams play football, basketball, and baseball.
  • I am originally from North Carolina where I graduated from UNC-CH. While in graduate school in Richmond, my husband and I drove west one day and discovered Charlottesville, and we haven't looked back.
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Vanessa Smith Thompson

Vanessa Smith Thompson

Operations Manager

Roles & Responsibilities

  • Manage and organize daily business operations. New business processing, Client follow-up and assistance, New client intake, data gathering & client transactions.
  • My husband Kevin and I have a son, Cooper who we adore. In my spare time, I enjoy going to the farmers market, cooking and spending quality time with my family and friends.
  • I have a rescue dog, Phoebe and rescue cat, Remmy. Both are incredibly spoiled.
  • I am originally from New Jersey and moved to Charlottesville, Virginia in 2019 from Charlotte, NC. A graduate from Johnson & Wales University in Providence, RI where I majored in Culinary Arts.
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Teri Edwards

Teri Edwards

Client Service Coordinator

Roles & Responsibilities

  • To assist our advisors in managing and organizing office work flow including but not limited to appointment scheduling, meeting preparation and client service.
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