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Our team

Courtney A. Maddox

Courtney A. Maddox

Paraplanner,

Chartered Retirement Planning Counselor℠

Personal Intro

While Courtney was born in Aiken, SC she was raised here in Midlothian. She resides locally with her husband, Gary and their son, Zachary. And their dog, Millie. They enjoy touring Virginia’s wineries, playing golf, and spending time with friends.

She works alongside Brad Swartzwelder assisting him with client service, preparing for meetings, and completing transactions.

Qualifications

  • 9+ years of experience in the Financial Planning industry and with Ameriprise Financial Services
  • Holds Series 7, 66, Life and Health licenses
  • Bachelors in Communication from University of Florida

Roles & Responsibilities

  • She works alongside Brad Swartzwelder assisting him with client service, preparing for meetings, and completing transactions.
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Wendy Poole

Wendy Poole

Paraplanner

Personal Intro

Wendy was born and raised in Midlothian, Virginia. She currently resides in Powhatan with her fiancee, Bryant. Wendy enjoys spending time with family and friends and finding the time for some of her favorite hobbies including sewing, crafting and watching movies.

Qualifications

  • Bachelor of Science in Business Administration from Longwood University.
  • Holds Life, Health and Annuities license.
  • Member of the National Society of Compliance Professionals.

Roles & Responsibilities

  • Wendy works with Brad Swartzwelder's team, assisting with client service, and meeting preparation.
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Maura C. Norford

Maura C. Norford

Paraplanner

Personal Intro

Maura was born and raised in Charlottesville, VA but now resides in Richmond with her husband Michael. They share their home with their cat, Doug. In her free time, she enjoys crafting, rowing, running, and mountain biking.

Qualifications

  • Series 7 and 66 licenses
  • 7+ years of experience in the Finance industry
  • Bachelors in Psychology from Mary Washington

Roles & Responsibilities

  • Maura works alongside Kevin Williamson, assisting him with client service, appointment preparation, and completing transactions.
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Daniel Halpin

Daniel Halpin

Paraplanner

Personal Intro

Daniel grew up in Powhatan and graduated from Powhatan High School. When not working, Daniel enjoys outdoor activities, watching football and spending time with family and friends.

Qualifications

  • Bachelor of Science in Business Administration from Virginia Commonwealth University, with a concentration in Financial Planning.

Roles & Responsibilities

  • Daniel works with the Williamson team, assisting with client service and meeting preparation.
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David De La Ree Valencia

David De La Ree Valencia

Financial Planning Specialist

Personal Intro

David grew up in Blacksburg, VA and now lives in the Fan in Richmond. In his spare time, David enjoys being outdoors, riding his bicycle, spending time with friends and family, and attending live music events.

Qualifications

  • Bachelor of Science in Applied Economic Management from Virginia Tech with a concentration in Financial Planning.

Roles & Responsibilities

  • David works with Jeff Rohr's team assisting with Financial Planning and client service.
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Lindsey Johnson

Lindsey Johnson

Paraplanner

Personal Intro

Lindsey grew up in Baltimore County, MD and currently resides in Henrico. She enjoys riding her horse, reading books, exploring Richmond, and spending time with her friends and family.

Qualifications

  • Bachelor of Science in Applied Economic Management from Virginia Tech with a concentration in Financial Planning
  • Member of the Financial Planning Association of Central VA

Roles & Responsibilities

  • Lindsey works with Jeff Rohr’s team assisting with client service and meeting preparation.
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Jeriann H. Crawford

Jeriann H. Crawford

Marketing Manager,

Client Service Specialist

Personal Intro

Jeriann is a transplant from Texas and currently lives in Bon Air. She enjoys reading, spending time with friends, and volunteering.

Qualifications

  • Bachelors in Business Administration from Southern Methodist University
  • Bachelors of Art/Economics from Southern Methodist University

Roles & Responsibilities

  • Jeriann is Marketing Manager for the Team, which includes event planning and community relations activities.
  • Jeriann provides administrative support to Brad Swartzwelder and his team.
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Susan Kandler

Susan Kandler

Client Service Specialist

Personal Intro

Susan was born and raised in the Atlanta, GA area. She resides in Richmond with her husband, Jeff. Her hobbies include photography, hiking and traveling.

Qualifications

  • Bachelor of Business Administration with an emphasis in Marketing from University of West Georgia.

Roles & Responsibilities

  • Administrative Assistant to Kevin Williamson, Adam Williamson and Lane Wilson.
  • Susan also handles business processing for the team.
  • Oversees licensing tracking for Riverstone advisors.
  • Notary Public
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