Our advisors

Jim Ritter, Private Wealth Advisor serving the Virginia Beach, VA area - Ameriprise Advisors

Jim Ritter

CFP®, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jim Ritter
Pete Virok, Private Wealth Advisor serving the Virginia Beach, VA area - Ameriprise Advisors

Pete Virok

CFP®, CRPC®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Pete Virok
Kenneth Donovan, Private Wealth Advisor serving the Virginia Beach, VA area - Ameriprise Advisors

Kenneth Donovan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kenneth Donovan
J Christian Reese, Private Wealth Advisor serving the Virginia Beach, VA area - Ameriprise Advisors

J Christian Reese

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about J Christian Reese
Katie McKinley, Financial Advisor serving the Virginia Beach, VA area - Ameriprise Advisors

Katie McKinley

CFP®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Katie McKinley
Devon Chandler, Financial Advisor serving the Virginia Beach, VA area - Ameriprise Advisors

Devon Chandler

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Devon Chandler
Holly Remsing, Financial Advisor serving the Virginia Beach, VA area - Ameriprise Advisors

Holly Remsing

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Holly Remsing

Our team

Melissa Briley

Melissa Briley

Paraplanner

Qualifications

  • Series 7, 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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Lisa Burga

Lisa Burga

Receptionist,

Client Service Specialist

Roles & Responsibilities

  • Coordinates Front Office
  • Meeting Preparation
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Christian DeWitt

Christian DeWitt

Paraplanner

Qualifications

  • Bachelor of Science, Finance - Old Dominion University
  • Series 63 & 65 Licenses, Virginia Life, Health & Annuities

Roles & Responsibilities

  • Executes Your Transactions
  • Manages Your Accounts
  • Assists with Meeting Follow-up
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Kiyena Evans

Kiyena Evans

Financial Planning Specialist

Qualifications

  • Masters of Arts In Management and Leadership, Webster University

Roles & Responsibilities

  • Assists with investment research
  • Assists with research on various client topics and projects
  • Executes new business transactions
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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,

Chartered Retirement Planning Counselor℠

Qualifications

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

Roles & Responsibilities

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

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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Gayle McIntosh

Gayle McIntosh

Financial Planning Assistant

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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Nina McLin

Nina McLin

Financial Planning Assistant,

Chartered Retirement Planning Counselor℠

Roles & Responsibilities

  • Prepares Meeting Presentations
  • Assists in financial plan data gathering and tracking
  • Manages special projects
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Jonathan McManus

Jonathan McManus

Financial Planning Specialist

Qualifications

  • Bachelor of Science in Business Administration, Old Dominion University

Roles & Responsibilities

  • Executes new business transactions
  • Assists with investment research
  • Prepares Meeting Presentations
  • Assists in financial plan data gathering and tracking
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Megan Otlowski

Megan Otlowski

Financial Planning Analyst,

Chartered Retirement Planning Counselor℠

Qualifications

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

Roles & Responsibilities

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