Our advisors

Our team

Stacy Higgins

Stacy Higgins

Operations Director

Personal Intro

  • BS in Business Administration, Longwood University ‘99
  • Married to Kevin with 2 children, Christopher and Elsie
  • I love to travel, play outside with our kids, try new wineries, read, knit, yoga and enjoy the sunset at our house!

Roles & Responsibilities

  • Manages day to day office procedures.
  • Handles bookkeeping and payroll.
  • Facilitates strategic goal planning.
  • Available for client questions.
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JoAnne Weaver

JoAnne Weaver

Business Development Manager

Personal Intro

BS, Therapeutic Recreation, Radford University

  • Married to Tex. We have two children, Abby, Christopher Newport University graduate and Emma, attends Virginia Tech
  • Jazzercise Instructor for 17 years
  • I enjoy gardening, cooking, camping, hiking and knitting.

Roles & Responsibilities

  • Event planning.
  • Website & social media implementation.
  • Community service coordination.
  • Available for client questions.
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Terri Meenan

Terri Meenan

Client Service Manager

Personal Intro

  • B.A. in Liberal Arts, Bucknell University
  • Married to Dan for 26 years.
  • Mom to Carrie (Elon University), Annie ( Virginia Tech ), James ( Western Albemarle High School ).
  • In my free time, you can find me gardening, attending sporting events and spending time with my family and friends.

Roles & Responsibilities

  • Participates in client meetings with Joe Feola.
  • Processes business.
  • Available for client questions.
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Helen Bilodeau-Kielbasa

Helen Bilodeau-Kielbasa

Client Relationship Manager

Personal Intro

  • B.A. in Interdisciplinary Social Sciences specializing in Gerontology and Social Work, University of South Florida.
  • Married to Jody with three children: Camille, Luke and Juliet.
  • I love reading, walking, cooking, eating, traveling and spending time with my family.

Roles & Responsibilities

  • Participates in client meetings.
  • Processes buisness.
  • Available for client questions.
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Paige Ryan

Paige Ryan

Client Relationship Manager

Personal Intro

BA in Classics, Emory University 2006

I enjoy reading, yoga, cooking, and spending time with friends, family and my dog Facha. I’ve worked as a radio DJ and deckhand on a tall ship, but find financial planning much more rewarding than being on-air or a great day under sail. (I do miss the tan and free music though!)

Roles & Responsibilities

  • Participates in client meetings.
  • Processes business.
  • Available for client questions.
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Isaac Grant

Isaac Grant

Client Relationship Manager

Personal Intro

  • B.S. Business Administration: Financial Planning, Liberty University 2019
  • Married to my wife, Breanna, since September 2019
  • I enjoy cooking, walking my labradoodle, and playing soccer in my free time

Roles & Responsibilities

  • Participates in client meetings.
  • Processes business.
  • Available for client questions.
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Holly Grimm

Holly Grimm

Client Relationship Manager

Personal Intro

  • Masters of Education Elementary - University of Minnesota-Twin Cities
  • I live in Crozet with my partner, James and son, Ansel.
  • I love running as much as possible, playing outside with my family, visiting local wineries and traveling to new places.

Roles & Responsibilities

  • Participates in client meetings.
  • Processes business.
  • Available for client questions.
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Rebecca Schmitz

Rebecca Schmitz

Client Relationship Manager

Personal Intro

  • BA in Political Science from Dickinson College
  • MA in Journalism from American University
  • Married to Eric; children Jack (Western Albemarle High School) and Emma (Henley Middle School)
  • I enjoy running, tennis, watching my kids play sports, and cheering for the Pittsburgh Steelers. I can also be found walking (or being walked by) my 100 lb. Labrador Retriever and my 15 lb. Cavalier King Charles Spaniel.

Roles & Responsibilities

  • Participates in client meetings.
  • Processes business.
  • Available for client questions.
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Richard Monroe

Richard Monroe

Investment Specialist

Personal Intro

  • B.S. Psychology, Tulane University, 1994
  • Married to Laura, 15 years
  • Father to Turner (The Field School) and Henry (Henley Middle School)
  • I enjoy traveling with my family, watching my kids play sports, playing soccer and tennis and down time at home with our many pets.

Roles & Responsibilities

  • Investment research and analysis.
  • Manages trading for the firm.
  • Analyzes client data.
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Tammie Broaddus

Tammie Broaddus

Client Service Coordinator

Personal Intro

  • B.A. in Economics and B.A. in Political Science, Mary Washington University.
  • Mother to three - Sophie (Director of Business Development, Optum), Will (Head Brewer, Three Notch), Anne (fifth grade teacher).
  • I enjoy sporting events, music, reading, and the outdoors.
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Betsy Hancock

Betsy Hancock

Administrative Assistant

Personal Intro

  • B.S. in Nursing, Salisbury University
  • Married Michael in 1989 and we have 3 grown children: Erik, Bryan and Kelly
  • After a 23 year career as a Neonatal Intensive Care Nurse, I retired 11 years ago to manage the home and family.
  • In my free time I enjoy traveling, running, hiking, reading, wine tasting and spending time with family and friends.

Roles & Responsibilities

  • Travel coordinator
  • Assisting with Payroll
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Zach Hiter

Zach Hiter

Intern

Personal Intro

Third year at the University of Virginia majoring in economics.

Hobbies include volunteering at the SPCA, hiking with friends and working with the Future Business Leaders of America at UVA.

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Will Elvgren

Will Elvgren

Intern

Personal Intro

Junior at Christopher Newport University

Majoring in Business with a focus in Finance

Minoring in Leadership Studies

  • I love hiking and exploring the outdoors
  • I enjoy volunteering with my fraternity at Riverside Elementary School
  • Fun fact: I am a total car nerd!
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Sejal Patrikar

Sejal Patrikar

Intern