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.

Emily R. Robbins, CRPS®, CSSCS®
Emily R. Robbins, CRPS®, CSSCS®

Executive Vice President

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Darin M. Ely, CSSCS®
Darin M. Ely, CSSCS®

President

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Richard Ferraro
Richard Ferraro

COO/Executive Vice President

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Emily J. Capps
Emily J. Capps

Corporate Vice President

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Richard L. McMillan
Richard L. McMillan

Senior Vice President

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Brady M. Smith
Brady M. Smith

Account Vice President

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Merritt Schoff
Merritt Schoff

Account Vice President

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Bill Welsted, CEBS®
Bill Welsted, CEBS®

Account Vice President of Retirement Plan Services

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Kevin B. Doyle
Kevin B. Doyle

Account Vice President

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Allan R. Berman
Allan R. Berman

Financial Consultant

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Travis Dyson
Travis Dyson

Insurance Agent

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Mark C. Castonguay
Mark C. Castonguay

Operations Director

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Sheri L. Baker
Sheri L. Baker

AVP/Operations Officer

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Erin L. Sons
Erin L. Sons

Client Service Associate

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Brennan Fuller
Brennan Fuller

Public Relations & Community Outreach Coordinator

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Main Office

607 Lynnhaven Parkway
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

Ashland

201 North Washington Highway
Ashland, VA 23005


804.758.2841