Associates

In today's complex world, it takes a clear vision and the expertise of a financial professional to help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

Aliquippa, PA

Robert S. Kadilak, CFP®, CLU

Norfolk, VA

Donald Fisher

Mark  Flaherty, CFP®

Greg French

Peter Henry, CLU, ChFC

Lesli Henry, RHU

Henry Jones

Susan Martin, CFP®

Mark McGahee, CFP®, ChFC

Raleigh, NC

Michael Burkitt, CLU, ChFC

Richmond, Va

Dustin Alga

Dale Baker, CLU, ChFC

John Baldyga, RHU

Jordan Berryhill

Corbett F. Brasington

Scott Broaddus, CLTC

Bill Buehler

W. Keith Burford, CLU, ChFC, CLTC

Ray Dameron

Bob Davis, CFP®

Coley Eckenrode, CLTC

Steve Fisher, CLU, ChFC, CLTC

David Graves

Crystal Huddleston

Stuart Hunsicker

Thomas Kinker

Robert P. Leonard III, CFP

Robert Mercer

Homi Modi

Kathy Murrill

Keith Muth, CFP®, CFA

Ms. Chad Nystrom, CLTC

Eric Owen

John D. Philipkosky

Buck Poropatich

Megan Powers

Greg Pugh

Julie Ruettgers, CLTC

Mike Sanson, CFP®

Gaurav “G”  Shrestha, CFP®

Jay Sowers

D. Alan Walker

Diane Watkins

Michael R. White, CLU, ChFC, CLTC

Leo O. “Buddy”  Whitlow, Jr. CLU, CLTC

Chris Williams, AIF®

Ed Yesbeck, Jr, CLU

South Hill, VA

Michael Pugh, CLU, ChFC, CLTC

Steve Tanner, CLU, ChFC, CLTC

Carmen Taylor CLU, ChFC, CLTC

Williamsburg, Va

Joe Fernandes, CLTC

William C. Morrison, CLU, ChFC