The Team
The Myrias Group
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Eddie Barnes

Eddie Barnes

Financial Advisor

More about me...

Contact

edward.r.barnes@ampf.com

540.769.0052

Designations

CFP®

Top Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

B.A. Arts, Sciences & Literature, Virginia Military Institute, Lexington, VA
CA Insurance #0E18285

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James Harlow

James Harlow

Financial Advisor

More about me...

Contact

james.a.harlow@ampf.com

540.769.0052

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

BS in Finance, Virginia Polytechnic Institute & State University, Blacksburg, VA

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Paul Sakellariou

Paul Sakellariou

Financial Advisor

More about me...

Contact

paul.n.sakellariou@ampf.com

804.864.6029

Designations

CFP®, APMA®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

BA Business Economics- Virginia Military Institute

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Matthew Ely

Matthew Ely

Financial Advisor

More about me...

Contact

Matthew.Ely@ampf.com

540.769.0052

Designations

CFP®, ChFC®

Top Areas of Focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Education

Bachelor of Music, 2005, concentration in Education, James Madison University, Harrisonburg, VA

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Sheryl Crawford

Sheryl Crawford

Financial Advisor

More about me...

Contact

Sheryl.E.Crawford@ampf.com

540.769.0052

Top Areas of Focus

  • Women's Financial Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies

Education

Bachelor of Science, James Madison University, 1984

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Stefan Vulevic

Stefan Vulevic

Financial Advisor

More about me...

Contact

Stefan.Vulevic@ampf.com

540.769.0052

Top Areas of Focus

  • Cash Flow Management Strategies
  • Family Finances
  • Investments

Education

Bachelor's Degree in Business with Minor in Finance, Roanoke College, Salem, Virginia - 2014

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Our Staff

Vicki Lee

Vicki Lee

Client Service Specialist
More about me...

Contact

vicki.s.lee@ampf.com

540.769.0052

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
Angela Holmes

Angela Holmes

Paraplanner
More about me...

Contact

angela.w.holmes@ampf.com

540.769.0052

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.
Glenn Kent

Glenn Kent

Financial Planning Assistant
More about me...

Contact

glenn.kent@ampf.com

540.769.0052

Qualifications

  • Series 7
  • Series 66

Roles & Responsibilities

  • Assists financial planning advice department
  • Assists in general client service and support
Carol Franceschini

Carol Franceschini

Client Service Associate
Office Manager
More about me...

Contact

Carol.j.franceschini@ampf.com

804.864.6029

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
Gabby Poulton

Gabby Poulton

Intern
More about me...

Contact

gabrielle.poulton@ampf.com

540.769.0052

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.