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
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
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

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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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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Ruth Munyao

Ruth Munyao

Client Concierge

Personal Intro

Family

Married to Zikki with 1 son.

Interests

I love to travel and spend time with my family. I enjoy growing plants and am passionate about cooking.

Roles & Responsibilities

  • Assists in marketing and event coordination.
  • Facilitates vital office activities.
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Rae Reaves

Rae Reaves

Intern

Roles & Responsibilities

  • Asset allocation support.
  • Financial planning support.
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Daniel Wong

Daniel Wong

Intern

Roles & Responsibilities

  • Asset allocation support.
  • Financial planning support.
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Bobby Butcher

Bobby Butcher

Intern

Roles & Responsibilities

  • Asset allocation support.
  • Financial planning support.
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J'riah Guerrero

J'riah Guerrero

Intern

Roles & Responsibilities

  • Asset allocation support.
  • Financial planning support.
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