Broker Check

Our Team

Our Executives

Devin Garofalo, AIF®

Devin Garofalo, AIF®

Chief Executive Officer, Wealth Advisor

(804) 335-1200

(804) 381-4569

Our Team of Associates

Fritz Jung

Fritz Jung

Client Relationship Director

(804) 335-1200

(804) 381-4569

Marisa Garofalo

Marisa Garofalo

Financial Planning Assistant

(804) 335-1200

(804) 381-4569

Jessica Upchurch

Jessica Upchurch

Financial Planning Assistant

757-599-9111

757-599-9220

Lateesha Gloston

Lateesha Gloston

Communications Specialist

757-599-9111

757-599-9220

Our Registered Principals

Devin Garofalo, AIF®

Devin Garofalo, AIF®

Chief Executive Officer, Wealth Advisor

(804) 335-1200

(804) 381-4569

John Robertson

John Robertson

LPL Registered Principal, Wealth Strategist

(757) 873-0944

(804) 381-4569