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Team photo for Boldspire Wealth
Team photo for Boldspire Wealth

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Our advisors

Advisor photo for Kenneth Donovan

Kenneth Donovan

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Kenneth Donovan
Advisor photo for Jim Fisher

Jim Fisher

Financial Advisor

Learn more about Jim Fisher
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 James Christian Reese

James Christian Reese

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about James Christian Reese
Advisor photo for Devon Chandler

Devon Chandler

CFP®, APMA®, CMFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Devon Chandler
Advisor photo for Jesse Hanson

Jesse Hanson

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jesse Hanson
Advisor photo for Tyler Mackley

Tyler Mackley

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Tyler Mackley


Our team

Dylan Alvarado

Dylan Alvarado

Financial Planning Specialist

Qualifications

  • Bachelor of Science in Financial Planning and Wealth Management, Virginia Polytechnic Institute and State University

  • Series 7 License, Series 66 License

Roles & Responsibilities

  • Prepares Meeting Presentations
  • Coordinates the preparation and delivering process of financial plans
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Melissa Briley

Melissa Briley

Paraplanner

Qualifications

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

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

Financial Planning Specialist

Roles & Responsibilities

  • Meeting Preparation and Support
  • Account Maintenance
  • Advisor License Maintenance and Management
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Jane Griffith

Jane Griffith

Business Development Manager,

Paraplanner

Qualifications

  • Bachelor of Arts, Wake Forest University

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

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

Paraplanner

Qualifications

  • Bachelor of Arts in Finance, University of South Carolina

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

Roles & Responsibilities

  • Processes trades and money movements
  • Assist with research on various client topics and projects
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Madison Hanson

Madison Hanson

Client Relationship Manager

Qualifications

  • Master of Science in Leadership Studies, Virginia Polytechnic Institute and State University

  • Bachelor of Science in Public Relations, Virginia Polytechnic Institute and State University

Roles & Responsibilities

  • Your "Go To" for Service Questions
  • Schedules Your Meetings
  • Account Maintenance
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Gayle Mahan

Gayle Mahan

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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Daniel Nierenberg

Investment Operations Assistant

Qualifications

  • Master of Business Administration, La Salle University

  • Bachelor of Arts in Psychology, New York University

Roles & Responsibilities

  • Collaborate with advisors to develop investment philosophies and implement tailored strategies
  • Conduct research and analysis to identify suitable investment options
  • Monitor portfolio performance and rebalance allocations to maintain strategic targets and optimize returns
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Megan Otlowski

Megan Otlowski

Financial Planning Analyst

Qualifications

  • Bachelors of Science in Business Administration, Old Dominion University

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

Roles & Responsibilities

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

Dylan Robbins

Financial Planning Specialist

Qualifications

  • Bachelor of Science in Psychology, Hampden-Sydney College

  • Series 7

Roles & Responsibilities

  • Prepares Meeting Presentations
  • Assists in financial plan data gathering and tracking
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Antoinette Rogers

Antoinette Rogers

Senior Office Manager,

Marketing Manager

Qualifications

  • Master of Science in Cybersecurity, Norfolk State University

  • Bachelor of Science in Interdisciplinary Studies, Norfolk State University

Roles & Responsibilities

  • Direct daily office activities, including mail distribution and maintenance services
  • Manage office budgets, process invoices, track operational costs, and negotiate contracts with vendors for supplies and equipment
  • Maintains company website and social media
  • Coordinates office events
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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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