Midlothian, VA
Sherri Allen
Operations Specialist
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
Diana Briegel
Operations Specialist
Scott Broaddus, CFP®, AIF®
Partner, Financial Advisor
Katelyn Bunch
Compliance Specialist
Keith Burford, CLU®, ChFC®, CLTC
Financial Advisor
Zach Campbell
Financial Advisor
Ann Marie Cerullo
Operations Specialist
Anju Dhaliwal
Financial Advisor
John Duni, CLU®, ChFC®
Field Director, Registered Principal, Financial Advisor
Coley Eckenrode
Partner, Financial Advisor
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 Advisor
Erin Fuselier
Director of Support
Kirsten A. Gerczak
Operations Specialist
Matthew Hale, AIF®, ChFC
Financial Advisor
Crystal Huddleston
Director of Professional Development
Ryan Jenvey
Financial Advisor
Tim Johnson Jr, CFP®, AIF®, RICP®
Financial Advisor
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
Partner, Financial Advisor
Kari Meeker
Operations Specialist
Wendy Miller
Financial Advisor
Ryan Modi
Financial Advisor
Homi Modi
Partner, Financial Advisor
Harley Moore, AIF®
Financial Advisor
Susan A. Murphey, CFP®, CPFA
Director, Workplace Retirement Services
Keith Muth, CFP®, CFA
Partner, Chief Investment Officer
Will Nordt
Financial Advisor
Chad Nystrom, CLTC
Financial Advisor
Martha Osborne
Operations Specialist
Eric Owen
Financial Advisor
Ravi Patel
Financial Advisor
Sarah Pfeffer
Operations Specialist
John D. Philipkosky, CFP®
Financial Advisor
Sheri Powers
Administrative Assistant, Supply Manager, Receptionist
Greg Pugh
Director of Operations
Angela Pugh
Account Executive
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
Joe Taylor
Financial Advisor
Kevin Treacy
Employee Benefits Specialist
Jennifer Vargas
Operations Specialist
Michael R. White, CLU®, ChFC®, CLTC
Partner, CEO/ President
Robbie White
Financial Advisor
David Whiteside, CFP®
Financial Advisor
Leo O. “Buddy” Whitlow, Jr. CLU®
Financial Advisor
Christopher E. Williams, CFP®, AIF®
Partner, Executive Vice President
Jesse Wolfe
Qualified Plan Operations Specialist
Sara Wright
Operations Specialist
Ed Yesbeck, Jr., CLU®
Financial Advisor
Phil Yesbeck, CFP®, AIF®
Financial Advisor
Trey Zinsser
Financial Advisor
