Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.
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.
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.
Raised in a military family, Ashli has traveled extensively and has lived in eight different states. She and her husband Johnny, their son Landon and their golden retriever, Lane, live in the West End. In her spare time, Ashli manages a wedding planning business, practices yoga and loves to paint.
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.
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.
Jeriann is a transplant from Texas and currently lives in Bon Air. She enjoys reading, spending time with friends, and volunteering.
Holly is a native Virginian and currently lives in Midlothian with her husband Ned and delightful daughter Evie. Holly enjoys sailing on the Chesapeake Bay, exploring local parks with her family, and tending to her gardens. Holly studied business management at VCU and is a dedicated VCU Basketball fan.
Emily lives in Powhatan and is known around the office for her sharp sense of humor. She is a runner and also is seen taking strenuous hikes at some of Virginia’s scenic locations. She also excels at herding cats.
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