Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Sustainable investing
- Business Retirement Plans
- Employee Stock Options
Certifications
AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Community Outreach
- Sustainability
- Music
- Hiking
- Cycling
Team Members
- Amber NelliganSr. Branch Office Administrator
- Kelly MeadorBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Phone
(804) 262-0754Fax
(877) 268-6114Office Address
5522 Lakeside AvenueRichmond, VA 23228opens in a new window
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