Our advisors

David Barrett-Johnson, Financial Advisor serving the Charlottesville, VA area - Ameriprise Advisors

David Barrett-Johnson

CFP®

Financial Advisor

Managing Director of ArkWise Wealth
Learn more about David Barrett-Johnson
Kimberlee A Barrett-Johnson, Private Wealth Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Kimberlee A Barrett-Johnson

CFP®

Private Wealth Advisor

President of ArkWise Wealth
Learn more about Kimberlee A Barrett-Johnson
Charlie Mas, Financial Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Charlie Mas

APMA®

Financial Advisor

Learn more about Charlie Mas
Shelly Pellish, Financial Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Shelly Pellish

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Shelly Pellish
Andrew St. Jean, Financial Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Andrew St. Jean

CFP®, CIMA®

Financial Advisor

Learn more about Andrew St. Jean

Our team

Emily Johnson

Emily Johnson

Client Service Manager

Personal Intro

Education

B.A. in Art History, Mary Baldwin College

Family

Married to Carol with 3 cats.

Interests

I enjoy hiking, craft beer, eating good food, and spending time with family and friends.

Qualifications

  • RICP™

Roles & Responsibilities

  • Participates in client meetings.
  • Manages team technology.
  • Processes business.
  • Available for client questions.
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Philip St. Jean

Philip St. Jean

Client Service Specialist

Personal Intro

Education

B.A. in Economics from Grove City College.

Family

Married to Anna and enjoy spending time with my 6 siblings and their families.

Interests

I enjoy writing and learning about economic issues, helping my wife with her photography business, cooking new foods, and playing volleyball.

Roles & Responsibilities

  • Participates in client meetings.
  • Manages team technology.
  • Processes business.
  • Available for client questions.
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Graham Scharf

Graham Scharf

Operations Director

Personal Intro

Education

B.A. in Philosophy and Theology, Wheaton College; Master of Teaching, Pace University

Family

Married to Rebecca with 2 daughters.

Interests

I love spending time with family and friends - cooking, playing games, hiking, climbing, camping, surfing, sailing, and exploring.

Roles & Responsibilities

  • Manages day-to-day office procedures.
  • Handles bookkeeping and payroll.
  • Facilitates strategic goal planning.
  • Available for client questions.
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Amelia Jones

Amelia Jones

Client Concierge

Personal Intro

Education

B.S. in Consumer Studies, Virginia Tech

Interests

I love to paint, read, and play a variety of games. I am passionate about music and played in the band and color guard.

Roles & Responsibilities

  • Assists in marketing and event coordination.
  • Facilitates vital office activities.
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Daniel Wong

Daniel Wong

Intern

Roles & Responsibilities

  • Asset allocation Support
  • Financial planning Support
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Rae Reaves

Rae Reaves

Intern

Roles & Responsibilities

  • Asset allocation support.
  • Financial planning support.
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