Our advisors

Advisor photo for Jim Ritter

Jim Ritter

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jim Ritter
Advisor photo for Pete Virok

Pete Virok

CFP®, CRPC, CMFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Pete Virok
Advisor photo for Kenneth Donovan

Kenneth Donovan

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kenneth Donovan
Advisor photo for J Christian Reese

J Christian Reese

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about J Christian Reese
Advisor photo for Katie McKinley

Katie McKinley

CFP®, CKA®, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Katie McKinley
Advisor photo for Devon Chandler

Devon Chandler

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Devon Chandler
Advisor photo for Holly Remsing

Holly Remsing

CFP®, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Holly Remsing


Our team

Melissa Briley

Melissa Briley

Paraplanner

Qualifications

  • Series 7 License, Series 66 License, Virginia Life, Health, & Annuities

  • CRPCTM

  • CMFA®

  • FPQP®

Roles & Responsibilities

  • Assists with financial plan preparation
  • Executes trades and money movement
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Ann Brown

Ann Brown

Client Relationship Manager

Qualifications

  • Bachelor of Science in Hotel, Restaurant and Institutional Management, University of Delaware

Roles & Responsibilities

  • Your "Go To" Person for Service questions
  • Schedules Your Meetings
  • Answers Calls
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Shannon Fitzgerald

Shannon Fitzgerald

Receptionist,

Client Service Specialist

Roles & Responsibilities

  • Coordinates front desk
  • Meeting Preparation
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Tiffany Graeler

Tiffany Graeler

Client Relationship Manager

Roles & Responsibilities

  • Your "Go To" Person for Service Questions
  • Schedules Your Meetings
  • Account Maintenance
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Jane Griffith

Jane Griffith

Business Development Manager,

Paraplanner

Qualifications

  • Series 7, 66 License, Virginia Life, Health & Annuities
  • Education: B.A., Wake Forest University
  • CRPC®

Roles & Responsibilities

  • Processes trades and money movement
  • Assists with investment research
  • Assists with research on various client topics and projects
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Garrett Halverson

Garrett Halverson

Financial Planning Specialist

Qualifications

  • Bachelor of Arts in Finance, University of South Carolina

Roles & Responsibilities

  • Prepares Meeting Presentations
  • Coordinates the preparation and delivering process of financial plans.
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Jesse Hanson

Jesse Hanson

Financial Planning Specialist

Qualifications

  • Bachelor of Science in Financial Planning & Wealth Management, Virginia Tech University,

  • Bachelor of Science in Investment Management & Chartered Financial Analyst, Virginia Tech University,

  • Bachelor of Science in Financial Accounting, Virginia Tech University,

  • Virginia Life, Health and Annuities License

Roles & Responsibilities

  • Assists with investment research
  • Assists in financial plan data gathering and tracking
  • Executes new business transactions
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Kelsey Holt

Kelsey Holt

Business Development Specialist,

Marketing Manager

Qualifications

  • Bachelor of Science, Health, Physical Education & Exercise Science, Virginia Commonwealth University
  • Virginia Life, Health and Annuities License

Roles & Responsibilities

  • Executes new business transactions
  • Assists with investment research
  • Plans and coordinates client appreciation events
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Heather Lee

Heather Lee

Paraplanner

Qualifications

  • Series 7 License, Series 66 License, Virginia Life, Health & Annuities
  • Bachelor of Science, Financial Planning - Liberty University

Roles & Responsibilities

  • Prepares Meeting Presentations
  • Manages Your Accounts
  • Executes Your Transactions
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Tyler Mackley

Tyler Mackley

Financial Planning Specialist

Qualifications

  • Bachelors of Science in Business Administration, Liberty University

Roles & Responsibilities

  • Assists with investment research
  • Assists in financial plan data gathering and tracking
  • Executes new business transactions
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Gayle McIntosh

Gayle McIntosh

Financial Planning Specialist

Qualifications

  • Bachelor of Science in Business Administration, South University

Roles & Responsibilities

  • Marketing and Client Events
  • Prepares Meeting Presentations
  • Coordinates the preparation and delivering process of financial plans
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Megan Otlowski

Megan Otlowski

Financial Planning Analyst

Qualifications

  • Series 7, 66 License, Virginia Life, Health & Annuities, Education: B.A., 2004, Bachelor of Science Administration, Old Dominion University
  • CRPC®

Roles & Responsibilities

  • Director of Financial Planning
  • Coordinates the preparation and delivering process of financial plans
  • Assists with investment research
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Antoinette Rogers

Antoinette Rogers

Office Manager,

Marketing Specialist

Qualifications

  • Masters of Science, Cybersecurity, Norfolk State University

  • Bachelor of Science, Interdisciplinary Studies, Norfolk State University

Roles & Responsibilities

  • Coordinates back office
  • Orders office supplies
  • Coordinates office events
  • Maintains company website
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Nina Stanton

Nina Stanton

Financial Planning Assistant

Qualifications

  • CRPC®

  • FPQP®

Roles & Responsibilities

  • Prepares Meeting Presentations
  • Assists in financial plan data gathering and tracking
  • Manages special projects
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Jacqueline Wathen

Jacqueline Wathen

Client Relationship Manager

Roles & Responsibilities

  • Answers Calls - Schedules Your Meetings - "Go To" Person for Service Questions
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