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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Erin Apperson

Erin Apperson

Paraplanner,

Client Service Manager

Personal Intro

· B.S. in Business Administration, Longwood University, ‘03

· Licenses: Series 7, 66 and Life & Health

· Married to Jonathan since 2003.

· Mom to Cole

· I enjoy going for walks, reading, trips to the beach and all things football

Roles & Responsibilities

  • Participates in client meetings with Michael Hancock.
  • Processes business.
  • Available for client questions.
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JoAnne Weaver

JoAnne Weaver

Business Development Manager

Personal Intro

  • BS, Therapeutic Recreation, Radford University
  • Married 28 years
  • We have two children, both at Christopher Newport University: Abby, senior and Emma, freshman.
  • Jazzercise Instructor for 14 years
  • Master Gardener
  • In my free time, I love camping, hiking, knitting and cooking.

Roles & Responsibilities

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

Terri Meenan

Client Relationship Manager

Personal Intro

  • B.A. in Liberal Arts, Bucknell University
  • Married to Dan for 23 years.
  • Mom to Carrie (Elon University), Annie (Western Albemarle High School), James (Henley Middle 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 with Joe Feola.
  • 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

Radio DJ with a weekly show on a local Charlottesville station

I enjoy reading, yoga, cooking, going on runs with my dog, Facha, and spending time with friends and family.

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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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Brooks Hardy

Brooks Hardy

Client Service Specialist

Personal Intro

  • B.A. Hollins University in Psychology concentration in Social & Personality Psychology
  • Alpha Psi Omega (National Honor Society for Theater), Vice President while at Hollins University.
  • Certified Doula (childbirth educator and advocate)
  • Enjoys horseback riding, reading and spending time with friends and family.

Roles & Responsibilities

  • Schedules all client meetings.
  • Processes mail.
  • Availble for client questions.
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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

Sophomore 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

Haley Blair

Haley Blair

Intern