Our financial advice team

• BS in Business Administration, Longwood University ‘99
• Parent of two children, Christopher and Elsie
• I love to travel, play outside with my kids, try new wineries, read, knit, yoga and enjoy the sunset at my house!

• Masters of Education Elementary - University of Minnesota-Twin Cities
• Frequent soccer carpool driver and sideline cheerleader for my 13 year old child.
• I love running as much as possible, finding new ways to play outside, visiting local wineries and traveling to new places.

• 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.

• Graduated with a B.A. in Economics from the University of Virginia• From Fairfax, VA
• In my free time, I like to spend time with my family and friends, play golf and pickleball, and try new restaurants
• I enjoy spending time with my family and friends, lifting weights, and reading.

• B.A. in Interdisciplinary Social Sciences specializing in Gerontology and Social Work, University of South Florida.
• Married to Jody with three children: Camille, Luke and Juliet.
• I love reading, walking, cooking, eating, traveling and spending time with my family.

• Graduated from Wichita State University in 2015 with a B.A. in Art History.
• Currently living in Lynchburg, VA with husband, Michael and two sons, Jacob and Allan.
• In my free time, I enjoy baking, hiking, gardening and watching St. Louis play baseball!”

• B.S. in Business Administration with a concentration in Finance, Christopher Newport University 2021
• Born and raised in Charlottesville, VA
• Will enjoys running, hiking, mountain biking, and trying new restaurants in his free time

• Graduated from Christopher Newport University in May 2022 acquiring my B.S. in Business Administration with a concentration in Finance.
• I am from Stafford, Virginia
• In my free time, I enjoy working out, cooking new recipes, hiking, and listening to music.

• Graduated from James Madison University in 2019 with a B.S. in Economics
• I was raised in Waynesboro, VA and currently reside there with my partner, Jennifer.
• In my free time I enjoy snowboarding, playing basketball and listening to music.

• Graduated from University of Virginia in 2014 with a B.A. in Psychology and graduated from Liberty University in 2018 with a M.S. in Criminal Justice, Public Administration.
• Born and raised in Virginia and recently bought my first home with my spouse.
• Enjoy spending time and visiting new places with friends and family, walking trails, visiting wineries, and engaging in creative planning.

• Graduated from James Madison University in 2023 with a BBA in Finance and Economics.
• From Staunton, Virginia
• I enjoy playing basketball and football, hiking, running, and spending time with my family, friends, and pets.

• BS in Business Administration with a concentration in Entrepreneurship, Virginia Commonwealth University 2015
• Grew up in tri-state area (D.C., MD, VA) and now live in North Chesterfield, VA
• Enjoys cooking, playing chess, lounging with her dogs, traveling, and spending time with family & friends

• BA in Sociology, California State University, Long Beach
• Born in New Orleans, Louisiana and raised in SoCal, where I currently reside
• Enjoys spending time with family, trying new restaurants, shopping, creating new Pinterest boards, and attending concerts

• B.F.A. in Film, University of Southern California.
• Former Triathlete
• I enjoy reading, exercising, and walking my two bernedoodles.

• Holds a BS in Elementary Education from Longwood University
• Lives in Richmond with husband Kyle, daughters Mackenzie and Hailey, and fur baby Roxy.
• In her free time she loves watching her daughter's activities, running, playing in the great outdoors and traveling as much as possible.

• B.A. in Economics and B.A. in Political Science, Mary Washington University.
• Mother to three - Sophie (Director of Business Development, Optum), Will (Brewing Operator at Molson Coors, Anne (fifth grade teacher).
• I enjoy sporting events, music, reading, and the outdoors.

• B.S. in Nursing, Salisbury University
• Married Michael in 1989 and we have 3 grown children: Erik, Bryan & Kelly
• After a 23 year career as a Neonatal Intensive Care Nurse, I retired in 2006 to manage the home and family.
• In my free time I enjoy traveling, running, hiking, reading, wine tasting and spending time with family and friends.

• I was born and raised in Charlottesville, VA.
• In my free time I enjoy spending time with my family and hanging out with our beta fish, Ben
• I enjoy reading, shopping, traveling and waterfall hikes
• Despite living in VA my whole life, my favorite football team is from Texas!

• I am currently a third year student at UVA and plan to graduate with a BS in Chemistry and a BA in Economics
• I spend most of my free time in the gym and am a competitive powerlifter.
• I am from Burke, VA

• I am a second year at the University of Virginia, and I am majoring in Economics and Statistics.
• I am from Loudoun County Virginia.
• In my free time I enjoy weightlifting, snowboarding, and reading.

• Junior at Virginia Tech studying both Financial Planning & Wealth Management and Accounting
• In my free time I enjoy playing golf, spending time with family and friends, and watching sports

• I am a Sophomore at Virginia Tech studying both Finance Investment Management and Commercial Real Estate.
• In my free time I enjoy playing field hockey, lacrosse, shopping, and painting.
• I can play up to 6 instruments, including the accordion.
• I am from Midlothian, VA.