Our advisors

Our team

Jackie Labus

Jackie Labus

Financial Planning Specialist

Roles & Responsibilities

  • To assist financial advisors in managing and organizing financial planning workflow. Provides client relationship support through managing, gathering and analyzing client data.
  • Outside of the office, I love to spend time with my husband, Jim and our two children, Alex and Connor and our dog Dollie Madison.
  • Together we enjoy traveling to places both near and far, dining out , seeing new movies and going to sporting events. During my "me" time I love reading, exercising and learning new crafts.
  • I am originally from North Carolina where I graduated from UNC-CH. While in graduate school in Richmond, my husband and I drove west one day and discovered Charlottesville, and we haven't looked back.
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Vanessa Smith

Vanessa Smith

Client Concierge

Roles & Responsibilities

  • New Business Processing, Client follow-up and assistance, New Client intake, Data Gathering & Summary Letters
  • I am originally from New Jersey but just moved to Virginia this past year from Charlotte, NC. A graduate from Johnson & Wales University in Providece, RI where I majored in Culinary Arts.
  • In my spare time, I enjoy cooking, dining out at new restaurants, traveling, checking our Virgini'a latest vineyards and breweries and having date nights with my future husband, Kevin.
  • I am a proud dog and cat mom to Phoebe and Remmy. I am looking forward to getting settled in Charlotesville, planning our wedding and planting some roots.
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