Associates

In today's complex world, the expertise and clear vision of a financial professional can 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.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

Aliquippa, PA

Robert S. Kadilak, CFP®, CLU

Midlothian, VA

Dale Baker, CLU, ChFC

John Baldyga, RHU

William Bays

Dwain Blake

Tom Brannock

Scott Broaddus, CFP®, AIF®

W. Keith Burford, CLU, ChFC, CLTC

Jake Cervilla

Ray Dameron

Coley Eckenrode, CLTC

Pamela Embrey

Steve Fisher, CLU, ChFC, CLTC

David Graves

J.C. Harmon

Crystal Huddleston

Thomas Kinker, RHU®

Peyton Lambert

Kristine Lansing 

Robert P. Leonard III, CFP®, AIF®

Jared Lewis, CFP®

Alexander Lohr

Ann Manalo

Milen Manev 

Homi Modi

Keith Muth, CFP®, CFA

Robbie Nickle

Ms. Chad Nystrom, CLTC

Michelle Oliver

Martha Osborne

Eric Owen

John D. Philipkosky, CFP®

Megan Powers

Greg Pugh

Ann Randolph 

Mike Sanson, CFP®

John Sarrett

Dan Shoop

Gaurav “G”  Shrestha, CFP®

Chris Smiley

Tyler Sorensen

D. Alan Walker

Diane Watkins

Amanda Whately

Michael R. White, CLU, ChFC, CLTC

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

Christopher E. Williams, CFP®,  AIF®

Ed Yesbeck, Jr, CLU

Norfolk, VA

Donald Fisher

Mark  Flaherty, CFP®

Peter Henry, CLU, ChFC

Lesli Henry, RHU

Susan Martin, CFP®

Mark McGahee, CFP®, ChFC

South Hill, VA

Jeremy Lambert

Michael Pugh, CLU, ChFC, CLTC

Steve Tanner, CLU, ChFC, CLTC

Carmen Taylor CLU, ChFC, CLTC

Williamsburg, Va

Joe Fernandes, CFP