Our advisors

Jim Ritter

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jim Ritter

Pete Virok

CFP®, CRPC, CKA®, CMFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Pete Virok

Kenneth Donovan

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kenneth Donovan

James Christian Reese

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Christian Reese

Katie McKinley

CFP®, CKA®, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Katie McKinley

Devon Chandler

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Devon Chandler

Jim Fisher

Financial Advisor

Learn more about Jim Fisher

Tyler Mackley

Associate Financial Advisor

Learn more about Tyler Mackley


Our team

Melissa Briley

Melissa Briley

Paraplanner

Qualifications

  • Series 7 License, Series 66 License, Virginia Life, Health, & Annuities

  • FPQP®

Roles & Responsibilities

  • Assists with financial plan preparation
  • Executes trades and money movement
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Ann Brown

Ann Brown

Client Relationship Manager

Qualifications

  • Bachelor of Science in Hotel, Restaurant and Institutional Management, University of Delaware

Roles & Responsibilities

  • Your "Go To" Person for Service questions
  • Schedules Your Meetings
  • Answers Calls
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Shannon Fitzgerald

Shannon Fitzgerald

Receptionist,

Client Service Specialist

Roles & Responsibilities

  • Coordinates front desk
  • Meeting Preparation
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Tiffany Graeler

Tiffany Graeler

Client Relationship Manager

Roles & Responsibilities

  • Your "Go To" Person for Service Questions
  • Schedules Your Meetings
  • Account Maintenance
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Jane Griffith

Jane Griffith

Business Development Manager,

Paraplanner

Qualifications

  • Bachelor of Arts, Wake Forest University

  • Series 7 License, Series 66 License, Virginia Life, Health, & Annuities

  • CRPCTM

Roles & Responsibilities

  • Processes trades and money movement
  • Assists with investment research
  • Assists with research on various client topics and projects
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Garrett Halverson

Garrett Halverson

Financial Planning Specialist

Qualifications

  • Bachelor of Arts in Finance, University of South Carolina

Roles & Responsibilities

  • Prepares Meeting Presentations
  • Coordinates the preparation and delivering process of financial plans.
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Jesse Hanson

Jesse Hanson

Financial Planning Specialist

Qualifications

  • Bachelor of Science in Financial Planning & Wealth Management, Virginia Tech University,

  • Bachelor of Science in Investment Management & Chartered Financial Analyst, Virginia Tech University,

  • Bachelor of Science in Financial Accounting, Virginia Tech University,

  • Virginia Life, Health and Annuities License

Roles & Responsibilities

  • Assists with investment research
  • Assists in financial plan data gathering and tracking
  • Executes new business transactions
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Kelsey Holt

Kelsey Holt

Business Development Specialist,

Marketing Manager

Qualifications

  • Bachelor of Science, Health, Physical Education & Exercise Science, Virginia Commonwealth University
  • Virginia Life, Health and Annuities License

Roles & Responsibilities

  • Executes new business transactions
  • Assists with investment research
  • Plans and coordinates client appreciation events
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Heather Lee

Heather Lee

Paraplanner

Qualifications

  • Series 7 License, Series 66 License, Virginia Life, Health & Annuities
  • Bachelor of Science, Financial Planning - Liberty University

Roles & Responsibilities

  • Prepares Meeting Presentations
  • Manages Your Accounts
  • Executes Your Transactions
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Tyler Mackley

Tyler Mackley

Paraplanner

Qualifications

  • Bachelor of Science in Business Administration: Financial Planning, Liberty University

  • Series 7 License, Series 66 License, Virginia Life, Health, & Annuities

Roles & Responsibilities

  • Assists with investment research
  • Assists in financial plan data gathering and tracking
  • Executes new business transactions
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Gayle McIntosh

Gayle McIntosh

Financial Planning Specialist

Qualifications

  • Bachelor of Science in Business Administration, South University

Roles & Responsibilities

  • Marketing and Client Events
  • Prepares Meeting Presentations
  • Coordinates the preparation and delivering process of financial plans
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Megan Otlowski

Megan Otlowski

Financial Planning Analyst

Qualifications

  • Bachelors of Science in Business Administration, Old Dominion University

  • Series 7, 66 License, Virginia Life, Health & Annuities

  • CRPC®

Roles & Responsibilities

  • Director of Financial Planning
  • Coordinates the preparation and delivering process of financial plans
  • Assists with investment research
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Antoinette Rogers

Antoinette Rogers

Office Manager,

Marketing Specialist

Qualifications

  • Master of Science in Cybersecurity, Norfolk State University

  • Bachelor of Science in Interdisciplinary Studies, Norfolk State University

Roles & Responsibilities

  • Coordinates back office
  • Orders office supplies
  • Coordinates office events
  • Maintains company website
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Nina Stanton

Nina Stanton

Financial Planning Assistant

Qualifications

  • CRPC®

  • FPQP®

Roles & Responsibilities

  • Prepares Meeting Presentations
  • Assists in financial plan data gathering and tracking
  • Manages special projects
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Jacqueline Wathen

Jacqueline Wathen

Client Relationship Manager

Roles & Responsibilities

  • Answers Calls - Schedules Your Meetings - "Go To" Person for Service Questions
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