Our professionals come from a variety of financial backgrounds, which adds to strength of our firm and the diversity of our services. But, they share one common trait: A desire to provide customized planning, personalized attention, and the best financial guidance tailored to each client.

Darin M. Ely
Darin M. Ely

President

Read More
Richard Ferraro
Richard Ferraro

COO/Executive Vice President

Read More
Richard L. McMillan
Richard L. McMillan

Senior Vice President

Read More
Emily R. Robbins
Emily R. Robbins

Vice President

Read More
Christopher S. Jennings
Christopher S. Jennings

Account Vice President

Read More
Chris Anders
Chris Anders

Account Vice President

Read More
Brady M. Smith
Brady M. Smith

Account Vice President

Read More
Jason C. Sherwood
Jason C. Sherwood

Account Vice President

Read More
William P. Comer
William P. Comer

Account Vice President

Read More
Allan R. Berman
Allan R. Berman

Financial Advisor

Read More
Merritt Schoff
Merritt Schoff

Account Vice President

Read More
Chelsea Jennings
Chelsea Jennings

Vice President Insurance

Read More
Emily J. Capps
Emily J. Capps

Corporate Vice President

Read More
Mark C. Castonguay
Mark C. Castonguay

Operations Officer

Read More
Sheri L. Baker
Sheri L. Baker

AVP/Operations Officer

Read More
Erin L. Sons
Erin L. Sons

Client Service Associate

Read More
Brennan Fuller
Brennan Fuller

Public Relations & Community Outreach Coordinator

Read More
Bill Welsted
Bill Welsted

Account Vice President of Retirement Plan Services

Read More

Main Office

2901 S. Lynnhaven Road,
Suite 230
Virginia Beach, VA. 23452


757.747.2556
877.747.2557

Nags Head

119 West Woodhill Drive
Unit #3
Nags Head Professional Center
Nags Head, NC 27959


252.715.4511

White Stone

645 Rappahannock Drive
White Stone, VA 22578


804.758.2841

Mechanicsville

9495 Charter Gate Drive,
Mechanicsville, VA 23116


804.758.2841

Williamsburg

1430 High Street Building 12
Williamsburg, VA 23185


804.758.2841

Richmond

8821 W Broad Street
Richmond, VA 23294


804.758.2841

Colonial Heights

3012 Boulevard
Colonial Heights, VA 23834


804.758.2841