Our Team

Insightful Guidance. Desired Future.

Team photo
Partners photo

 

Jeffrey W Miller , CLU®, ChFC®, AEP®

Founder President and Private Wealth Advisor

Office 804-762-7022


Email

Read Bio

Christopher M Glasscock , CLU®, ChFC®, RICP®

Director of Wealth Management Services

Office 804-944-2426


Email

Read Bio

Colin C Smith , CFA®, CLU®

Director of Investment Management

Office 804-793-8358


Email

Read Bio

Brian T Toole , ChFC®, CFP®

Associate Wealth Management Advisor

Office 804-510-0396


Email

Read Bio

Melissa R Miller

Director of Marketing and Client Experience

Office 804-793-8208


Email

Read Bio

Sally M May

Director of Insurance Operations and Services

Office 804-977-0482


Email

Read Bio

Kristen M Secor

Marketing and Client Service Associate

Office 804-762-7022


Email

Read Bio