With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Mark Barnett

CFP®, CRPC, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Mark Barnett Visit Mark Barnett's website

Corey Nesmith

CFP®, ChFC®, CDFA®, APMA, CRPC, AAMS

Private Wealth Advisor

Franchise Owner
Learn more about Corey Nesmith Visit Corey Nesmith's website

Fernando O Velasco

MBA, CFP®, APMA

Financial Advisor

Learn more about Fernando O Velasco Visit Fernando O Velasco's website

Mark Hipes

CFP®, APMA

Financial Advisor

Learn more about Mark Hipes Visit Mark Hipes's website


Our team

Sita Nuenighoff, MBA®

Sita Nuenighoff, MBA®

Client Service Manager

Personal Intro

When not in the office you can find me…

· In my garden playing in the dirt or playing the gamelan with the University of Richmond Music Department

· Traveling and exploring with my husband, Curt and sometimes with our grown sons, Erik (CO) and Glen (DC)

· Hiking and biking locally or wherever else an opportunity takes me

· Volunteering for a non-profit organization

Qualifications

  • Master of Business Administration
  • Notary Public
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James Desmond

James Desmond

Client Service Manager

Personal Intro

When not in the office you can find me…

· Reading and writing. I studied English literature in college.

· Surfing and spending time with friends and family at home in the Outer Banks.

· Trying new foods and restaurants.

· Exploring the VMFA. (I try to go weekly)

Qualifications

  • Bachelor of Arts, English; Minor, Business, Gettysburg College
  • Series 7Series 66Life, Health, and Annuity Insurance

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Kelley Barnett

Kelley Barnett

Business Development Manager,

Marketing Manager

Personal Intro

When not in the office you can find me…

· Running the show at home and driving our 3 children to ALL.THE.PLACES (but I wouldn’t trade it for the world)

· Exercising, Reading and Playing Board Games

· Traveling and exploring anything and everything as long as I’m with family and friends

· Designing the plan for Mark’s next home improvement project

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Melissa Rundstrom

Melissa Rundstrom

Office Manager

Personal Intro

When not in the office you can find me ...

· Visiting my parents and spending time on the water at Smith Mountain Lake

· Traveling and exploring new places with friends

· Curled up with a good book or listening to the one and only, Taylor Swift

Qualifications

  • Bachelor of Arts, Business Management, Randolph Macon, 2018
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Byron Shea

Byron Shea

Client Service Manager

Personal Intro

When not in the office you can find me…

-Enjoying different local breweries

-Playing with my 2 Akita dogs

-Enjoying vacations out of the country

-Cooking new food recipes from Hello Fresh

Qualifications

  • Virginia Commonwealth University, BS - Business Marketing

  • Series 7

  • Series 66

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