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, Wealth Management Advisor photo

Jeffrey W. Miller, CLU®, ChFC®, AEP®

Wealth Management Advisor

Office: 804.762.7022

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Donald V. Creech, Wealth Management Advisor photo

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 photo

Christopher M. Glasscock, CLU®, ChFC®

Director of Wealth Management Services

Office: 804.762.7000 x7217

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Colin C. Smith photo

Colin C. Smith, CFA®, CLU®, APMA®

Director of Portfolio Research and Advisory

Office: 804.762.7000 x7112

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Melissa R. Miller

Director of Marketing

Sally M. May photo

Sally M. May

Director of Insurance Operations and Services

Office: 804.762.7000 x7132

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Agnieszka Hadad photo

Agnieszka M. Hadad

Associate Financial Representative

Office: 804.762.7000 x7219

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Karolina Zborowska

Supervisor, Client Relations and Administration

Office: 804.762.7000 x7007

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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 photo

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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