The Myrias Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Eddie Barnes

Eddie Barnes

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Eddie Barnes's website
James Harlow

James Harlow

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Harlow's website
Paul Sakellariou

Paul Sakellariou

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Paul Sakellariou's website
Matthew Ely

Matthew Ely

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Matthew Ely's website
Sheryl Crawford

Sheryl Crawford

Financial Advisor

Visit Sheryl Crawford's website
Stefan Vulevic

Stefan Vulevic

Financial Advisor

Visit Stefan Vulevic's website
Glenn Kent

Glenn Kent

Ph.D.

Financial Advisor

Visit Glenn Kent's website

Team

Vicki Lee

Vicki Lee

Client Service Specialist

Qualifications

  • Bachelor of Science, Radford College, Radford, VA

Roles & Responsibilities

  • She handles the coordination of all client meetings and provides support for the day-to-day operation of the practice
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Angela Holmes

Angela Holmes

Paraplanner

Qualifications

  • Paraplanner| Financial Services Industry - 11 years experience
  • Securities Licenses: 7, 65,63, 31 & Life and Health Insurance
  • Bachelor of Arts, University of Virginia, Charlottesville, VA

Roles & Responsibilities

  • Angela assists advisors in preparing for client meetings.
  • She places trades and provides general client service.
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Carol Franceschini

Carol Franceschini

Client Service Associate,

Office Manager

Qualifications

  • Bachelor’s Degree in Business, Morris County College, Randolph, NJ

Roles & Responsibilities

  • General Office Administration
  • Responsible for Financial Plan prep & tracking Administration of Business Process Tracker
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Gabby Poulton

Gabby Poulton

Intern

Qualifications

  • Junior at Roanoke College
  • Delta Gamma Fraternity

Roles & Responsibilities

  • Part time Intern at Roanoke College, Gabby provides support assisting with client services and marketing related activities.
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