Our advisors

Steven J Engel

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Steven J Engel Visit Steven J Engel's website

MaryAnna Gilmer

CFP®, CRPC, BFA, APMA

Financial Advisor

Vice President of Origin Wealth
Learn more about MaryAnna Gilmer Visit MaryAnna Gilmer's website


Our team

Jackie Labus

Jackie Labus

Financial Planning Specialist

Roles & Responsibilities

  • To assist financial advisors in managing and organizing financial planning workflow. Provides client relationship support through managing, gathering and analyzing client data.
  • My husband, Jim, and I have two children, Alexandra and Connor. I cherish our family time, and look forward to our quiet evenings spent at home watching a movie to going on vacation together.
  • I enjoy kayaking, taking long walks with our dog, Hopper Rose, dining out at our favorite restaurants, reading, and watching my favorite teams play football, basketball, and baseball.
  • I am originally from North Carolina where I graduated from UNC-CH. While in graduate school in Richmond, my husband and I drove west one day and discovered Charlottesville, and we haven't looked back.
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Vanessa Smith Thompson

Vanessa Smith Thompson

Operations Manager

Roles & Responsibilities

  • Manage and organize daily business operations. New business processing, Client follow-up and assistance, New client intake, data gathering & client transactions.
  • My husband Kevin and I have a son, Cooper who we adore. In my spare time, I enjoy going to the farmers market, cooking and spending quality time with my family and friends.
  • I have a rescue dog, Phoebe and rescue cat, Remmy. Both are incredibly spoiled.
  • I am originally from New Jersey and moved to Charlottesville, Virginia in 2019 from Charlotte, NC. A graduate from Johnson & Wales University in Providence, RI where I majored in Culinary Arts.
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Teri Edwards

Client Service Coordinator

Roles & Responsibilities

  • To assist our advisors in managing and organizing office work flow including but not limited to appointment scheduling, meeting preparation and client service.
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