Our Team

Insightful Guidance. Desired Future.

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Jeffrey W Miller , CLU®, ChFC®, AEP®

Founder President and Private Wealth Advisor

Office 804-762-7022


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

Partner and Director of Wealth Management Services

Office 804-944-2426


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Colin C Smith , CFA®, CLU®

Partner and Director of Investment Management

Office 804-793-8358


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Brian T Toole , ChFC®, CFP®

Associate Wealth Management Advisor

Office 804-510-0396


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Melissa R Miller

Director of Marketing and Client Experience

Office 804-793-8208


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Sally M May

Director of Insurance Operations and Services

Office 804-977-0482


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Kristen M Secor

Investment Operations Associate

Office 804-762-7022


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Carly A Bins

Client Service Coordinator

Office 804-762-7022


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