Our Firm

Success cannot be achieved without hard work, discipline and a long-term focus. Since 1975, our team has been providing customized financial planning and disciplined investment management to individuals and businesses. Over this tenure we have built a team that has combined experience in excess of 200 years and an unyielding desire for results that can only come from experience.

Jeff and Don

Jeffrey W. Miller, CLU®, ChFC ®, AEP®

Wealth Management Advisor

Office: 804.762.7022

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Donald V. Creech, CFP®, CLU®, ChFC ®, CLTC, RICP®

Wealth Management Advisor

Office: 804.762.7044

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“No two people are the same. Why should a portfolio or financial plan be any different? Our process is second to none, and our motive is simple: let’s connect what is on your balance sheet with what it is your heart.”

- Quote from Jeffrey W. Miller, CLU®, ChFC®, AEP®

Jeff's Team

Christopher M. Glasscock, CLU®, ChFC ®

Director of Wealth Management Services

Office: 804.762.7000x7217

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Colin C. Smith, CFA®, CLU®, APMA®

Director of Portfolio Research and Advisory

Office: 804.762.7000x7112

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Melissa R. Miller

Director of Marketing

Sally M. May

Director of Insurance Operations and Services

Office: 804.762.7000x7132

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Karolina Zborowska

Supervisor, Client Relations and Administration

Office: 804.762.7000x7007

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“We take the pieces of your financial life and put the puzzle together.

– Donald V. Creech, CFP®, CLU®, ChFC®, CLTC, RICP®

Don's Team

L. William Cropper, III, CFP®, RICP®

Associate Wealth Management Advisor

Office: 804.762.7044

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Kelly Page Blincoe, MBA

Associate Financial Representative

Office: 804.762.7044

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Mary Ann Gries

Administrative Assistant

Office: 804.762.7044

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Brenda H. Lowry

Marketing Coordinator

Office: 804.346.5466

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Christopher A. Kapsak

Associate Wealth Management Advisor

Office: 804.762.7044

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