Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Brad Swartzwelder

Brad Swartzwelder

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brad Swartzwelder
Advisor photo for Kevin Williamson

Kevin Williamson

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kevin Williamson
Advisor photo for Jeffrey Jones

Jeffrey Jones

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jeffrey Jones
Advisor photo for Adam Williamson

Adam Williamson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Adam Williamson
Advisor photo for Lane Wilson

Lane Wilson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lane Wilson
Advisor photo for Joseph Stemmle

Joseph Stemmle

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joseph Stemmle
Advisor photo for Ashli Luse

Ashli Luse

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ashli Luse
Advisor photo for Daniel Halpin

Daniel Halpin

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Daniel Halpin


Our team

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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Holly Fuller

Holly Fuller

Client Service Specialist,

Marketing Manager

Personal Intro

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.

Roles & Responsibilities

  • Holly provides administrative support to Kevin Williamson and his team.
  • Holly also oversees estate settlements, insurance processing, and social media
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Emily Woods

Emily Woods

Client Service Coordinator,

Administrative Assistant

Personal Intro

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.

Roles & Responsibilities

  • Manages client reception, office supply inventory, mail log, building maintenance and IT infrastructure.
  • Provides scheduling and virtual meeting support.
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Courtney Coombs

Courtney Coombs

Paraplanner

Personal Intro

Courtney has been part of the Riverstone practice since 2012, and with Ameriprise Financial since 2006. She has worked alongside Brad Swartzwelder for 12 years, supporting his highest value clients, and has recently taken on the role of New Client Coordinator to ensure all clients receive a smooth and streamlined onboarding experience.

Qualifications

    • Series 7, Series 66 and Life & Health Insurance Licenses.
    • Chartered Retirement Planning Counselor, CRPC®
    • Bachelor of Science in Communications from University of Florida.

Roles & Responsibilities

  • Courtney works with Brad Swartzwelder, helping to prepare for meetings and completing all necessary transactions and follow up as a result of meetings or at the client's request.
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