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130 Wylderose Drive, Midlothian, VA 23113

800-787-1716
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Midlothian, VA

Location: 130 Wylderose Drive, Midlothian, VA 23113


Phone: 804-330-0711

Midlothian, VA

AJ Johnson

AJ Johnson

Financial Advisor

(859)-576-5564

Alex LaRou

Alex LaRou

Financial Advisor

804-330-0711

Alisha Mitchell

Alisha Mitchell

Communications Specialist

804-330-0711

Amber Robinson

Amber Robinson

Benefits Specialist

804-327-0440

Anju Dhaliwal

Anju Dhaliwal, ChFC®

Financial Advisor

804-327-0414

Ann Marie Cerullo

Ann Marie Cerullo

Operations Specialist

804-327-0443

Ashley Foster

Ashley Foster CFP®, CDFA®

Financial Advisor

804-327-0411

Barbara Palmore

Barbara Palmore

Insurance Operations Specialist

804-330-0711

Bob Basham

Bob Basham, AIF®

Financial Advisor

804-327-0469

Brant Lingle

Brant Lingle

Marketing Associate

804.330.0711

Brooke Rogers

Brooke Rogers

Benefits Specialist

804-327-0439

Carmen Gallion Taylor

Carmen Gallion Taylor ChFC®, CLU®

Financial Advisor

(434) 447-9481

Chad Nystrom

Chad Nystrom, RICP®, CLTC®

Financial Advisor

(804) 327-0405

Chris Kitchen

Chris Kitchen CFP®

Financial Advisor

804-330-0711

Christopher Williams

Christopher E. Williams CFP®, AIF®, CPFA®

President, Managing Partner

804-327-0408

Coley Eckenrode

Coley Eckenrode

Partner, Financial Advisor

804-327-0425

Colleen Evans

Colleen Evans

Client Relationship Associate

804-330-0711

Connor Garcia

Connor Garcia

Financial Advisor

800.787.1716

Crystal Huddleston

Crystal Huddleston

Vice President, Professional Development

David Whiteside

David Whiteside

Financial Advisor

804-330-0711

Debbie Jones

Debbie Jones

Office Manager

804-330-0711

Dee Dee Arthur

Dee Dee Arthur

Database Marketing Manager

804-330-0711

Diana Briegel

Diana Briegel

Senior Business Processing Specialist

804-330-0711

Diane Scearce

Administrative Assistant

804-330-0711

Eden Droke

Eden C. Droke

Senior Executive Administrator

804-330-0711

Elizabeth Miller

Elizabeth Miller, CEPA®

Financial Advisor

804-330-0711

Gaurav

Gaurav "G" Shrestha CFP®

Partner, Financial Advisor

804-330-0711

Gib Sloan

Gib Sloan RICP®, AIF®, CPFA®, CEPA®

Partner, Financial Advisor

(804) 327-0470

Grayson Harris

Grayson Harris

Financial Advisor

804.330.0711

Greg Pugh

Greg Pugh

Director of Operations

(804) 327-0423

Harley Moore

Harley Moore, AIF®, RICP®

Financial Advisor

804-330-0711

Hart Creedle

Hart Creedle

Financial Advisor

804.330.0711

Heather Snead

Heather Snead

Vice President, Compliance and Business Operations

804-330-0711

Homi Modi

Homi Modi

Partner, Financial Advisor

(804) 327-0436

Jesse Wolfe

Jesse Wolfe

Manager, Retirement Plan Services

804-327-0406

Joe Taylor

Joe Taylor

Financial Advisor

(804) 327-0426

John Duni

John Duni CLU®, ChFC® CA Insurance License # 0I40935

Field Director, Financial Advisor

804-327-0435

Judy Smith

Judy Smith

Receptionist

804-330-0711

Kathleen Maxey

Kathleen Maxey

Client Relationship Associate

804-330-0711

Keith Burford

Keith Burford CLU®, ChFC®, CLTC

Financial Consultant

804-330-0711

Kirsten Bunn

Kirsten Bunn

Senior Client Relationship Associate

804-330-0711

Kyle Lowe

Kyle Lowe

Marketing Associate

804.330.0711

Kyle Lowe

Financial Advisor

804.330.0711

Leo O.

Leo O. "Buddy" Whitlow Jr. CLU®

Financial Advisor

(804) 327-0428

Lesli Henry

Lesli Henry

Employee Benefits Specialist

(757) 620-2626

Maria Danner

Maria Danner

Senior Client Relationship Associate

804-822-3321

Matthew Hale

Matthew Hale AIF®, ChFC®, CEPA® 

Partner, Financial Planner, Private Wealth Management & Corporate Advisory

804-327-0444

Megan Tyler

Megan Tyler

Business Operations Administrator

919-374-1765

Melissa Mills

Melissa Mills

Client Relationship Associate

Michael R. White

Michael R. White CLU®, ChFC®, CLTC

CEO

(804) 327-0422

Mike Sanson

Mike Sanson CFP®, AIF®

Partner, Financial Consultant

(804) 327-0404

Nick Robertson

Nick Robertson

Financial Advisor

919-374-1195

Olivia Eisele

Olivia Eisele

Business Processing Specialist

804-330-0711

Peter Henry

Peter Henry

Financial Advisor

(757) 620-2623

Phil Yesbeck

Phil Yesbeck CFP®, AIF®

Financial Advisor

804-327-0437

Robbie White

Robbie White, CEPA®

Partner, Financial Planner

(804) 327-0412

Ryan Jenvey

Ryan Jenvey CFP®

Financial Advisor

(804) 327-0456

Ryan Modi

Ryan Modi

Financial Advisor

(804) 327-0430

Ryan Parker

Ryan Parker, CEPA®

Financial Advisor

804-330-0711

Ryan White

Employee Benefits Sales Consultant

804.320.3602

Sara Wright

Sara Wright

Operations Specialist

(804) 327-0471

Sarah Pfeffer

Sarah Pfeffer

Senior Client Relationship Associate

804-330-0711

Sierra Howard

Sierra Howard

Business Processing Specialist

804-330-0711

Steve Fisher

Steve Fisher CLU®, ChFC®, CFP®, RICP®

Partner, Financial Advisor

804-327-0433

Thomas Kinker

Thomas Kinker RHU®, REBC®, ChHC®

Director of Group Benefits

804-327-0418

Tim Johnson Jr

Tim Johnson Jr CFP®, AIF®, RICP®

Financial Advisor

804-330-0711

Traci Dracoulis

Traci Dracoulis, CFP®, AIF®

Financial Advisor, Practice Development Manager

804-330-0711

Wendy Miller

Wendy Miller, RICP®

Financial Advisor

(804) 327-0415

Will Nordt

Will Nordt, CFP®, EA

Financial Planner

804-327-0473

William Atkinson

William Atkinson

Financial Advisor

804-330-0711

Zach Campbell

Zach Campbell

Financial Advisor

804-327-0475

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