Midlothian, VA
Sherri Allen
Administrative Assistant
Emily Armstrong
Operations Specialist
Dee Dee Arthur
Database Marketing Manager
John Baldyga, RHU
Senior Account Executive
Bob Basham, AIF®
Financial Advisor
William Bays, AIF®
Partner, Financial Advisor
Adele Black
Financial Services Intern
Diana Briegel
Investment Operations Specialist
Scott Broaddus, CFP®, AIF®
Partner, Financial Advisor
Jody Bruce
Financial Advisor
Keith Burford, CLU®, ChFC®, CLTC
Financial Advisor
Zach Campbell
Financial Advisor
John Duni, CLU®, ChFC®
Field Director, Registered Principal, Financial Advisor
Coley Eckenrode
Financial Consultant
Chris Ellis, CFP®
Financial Advisor
Karolina Ellis, CLU®, ChFC®
Operations Specialist
Teresa Everington
Imaging Specialist
Steve Fisher, CLU®, ChFC®, CFP®
Partner, Financial Advisor
Ashley Foster
Financial Advisor
Nancy Foster
Financial Specialist
Jordan Graves
Financial Services Intern
Matthew Hale, AIF®
Financial Advisor
Bridget Houston
Client Services, Marketing Representative
Matt Howard
Financial Services Intern
Bonnie Hoyle, CLU®, ChFC®
Brokerage Director, Select Brokers
Crystal Huddleston
Director of Professional Development
Tim Johnson Jr, CFP®, AIF®
Financial Advisor
Ryan Jenvy
Financial Advisor
Blake Johansen
Financial Services Intern
Debbie Jones
Office Manager
Thomas Kinker, RHU®, REBC®
Senior Account Executive
Chris Kitchen, CFP®
Financial Advisor
Robert P. “Tripp” Leonard III, CFP®, AIF®
Partner, Financial Advisor
Jared Lewis, AIF®, CFP®, CPFA
Financial Advisor
Ryan Modi
Financial Advisor
Homi Modi
Partner, Financial Advisor
Harley Moore
Financial Advisor
Susan A. Murphey, CFP®
Qualified Plan Operations Specialist
Keith Muth, CFP®, CFA
Partner, Chief Investment Officer
Chad Nystrom, CLTC
Financial Advisor
Martha Osborne
Financial Planning Associate
Eric Owen
Financial Advisor
Ashlyn Pearcy
Risk Operations Specialist
John D. Philipkosky, CFP®
Financial Advisor
Sheri Powers
Administrative Assistant, Supply Manager, Receptionist
Greg Pugh
Director of Brokerage and Risk Operations
Angela Pugh
Account Executive
Kara Quick
Operations Specialist
David Sandborn
Financial Services Intern
Mike Sanson, CFP®, AIF®
Partner, Senior Financial Consultant
Diane Scearce
Administrative Assistant
Donna Schultz
Licensing Administrative Assistant
Gaurav “G” Shrestha, CFP®
Partner, Financial Advisor
Gib Sloan
Financial Advisor
Judy Smith
Receptionist
Heather Snead
Director of Compliance
Matt Spagnolo
Financial Services Intern
Taylor Starkey
Operations Specialist
Jennifer St. Clair
Administrative Assistant
Joe Taylor
Financial Advisor
Michael R. White, CLU®, ChFC®, CLTC
Partner, CEO/ President
Robbie White
Financial Advisor
David Whiteside
Financial Advisor
Leo O. “Buddy” Whitlow, Jr. CLU®
Financial Advisor
Christopher E. Williams, CFP®, AIF®
Partner, Executive Vice President
Jesse Wolfe
Administrative Assitant
Sara Wright
Investment Operations Specialist
Ed Yesbeck, Jr., CLU®
Financial Advisor
Phil Yesbeck, CFP®
Financial Advisor
