Team Alexandra Bowers Operations Manager (804) 335-1200 (804) 381-4569 firstname.lastname@example.org Alexandra is driven by her love of interactions with clients and colleagues at Colonial River. Alexandra studied German and Art History at the University of Virginia, completing her studies abroad at Read more Fritz Jung Client Relationship Director (804) 335-1200 (804) 381-4569 email@example.com Since joining the Colonial River team in 2017, Fritz continues to be excited for the opportunity to strengthen our client relationships as a direct support to Devin Garofalo and as an Insurance Agent. Read more Jessica Upchurch Financial Planning Assistant 757-599-9111 757-599-9220 firstname.lastname@example.org Jessica Upchurch, Client Service Associate, provides administrative and client support to our financial advisers. Jessica has over 5 years of administrative experience. She graduated from South Florida University in 2006 where she... Read more Lateesha Gloston Communications Specialist 757-599-9111 757-599-9220 email@example.com Lateesha Gloston, Client Experience and Marketing Manager, is experienced in social media marketing, event coordinating, public relations and communications. Lateesha brings with her marketing and social media experience working with a... Read more Alex Hendrickson, APMA Wealth Advisor (804) 651-9101 (804) 381-4569 firstname.lastname@example.org Alex Hendrickson joins the Colonial River advisory team with 19 years’ experience in the financial services industry with large firms such as Wells Fargo, Wachovia, First Union, Signet, and Ameriprise Financial Read more Blake Hicks, JD Wealth Advisor 757-599-9111 757-599-9220 email@example.com Blake Hicks, Wealth Advisor, is based at our Williamsburg office. Prior to joining the team, Blake practiced law in Virginia and Texas in the areas of civil and commercial litigation. She also spent several years... Read more Carl Granderson, Sr Agent (804) 221-6805 firstname.lastname@example.org Carl is ready to help you with your financial strategy for the future and beyond. Carl is an Insurance Agent licensed as a life, annuities and health insurance representative. Read more Cathy Belanger CFP®, EA Hybrid Limited Securities Professional 804-335-1200 (804) 381-4569 email@example.com Cathy Belanger CFP®, EA is a Hybrid Limited Securities Professional with Colonial River Wealth Management. Read more Christina Drumm-Boyd 757-271-4270 firstname.lastname@example.org Christina is the owner and founder of Care Connect of Hampton Roads, Inc - full-service geriatric case management firm. Read more Christopher M. Mortara VP Senior Compliance Consultant (617) 701-7550 email@example.com Chris Mortara’s career spans over 20 years in the financial services industry. During that time, he has worked in compliance, trading and operations. You are under no obligation to use the services of Chris Mortara and may choose... Read more Devin Garofalo, AIF® Chief Executive Officer, Wealth Advisor (804) 335-1200 (804) 381-4569 firstname.lastname@example.org From his start in the insurance industry training brokers, Devin determined early on that his interest was in helping people improve their lives. When he launched the firm 13 years ago, he focused on helping clients prepare for... Read more Heidi Garofalo Chief Operations Officer (804) 335-1200 (804) 381-4569 email@example.com Heidi joined the firm in May 2015. As the Chief Operations Officer, Heidi oversees compliance, coordinates the team of advisors and staff, manages key decisions at the firm, and is responsible for ensuring implementation on behalf of... Read more Jack Dove Wealth Advisor (804) 897-1130 (804) 897-1160 firstname.lastname@example.org Over his 30-year career in the financial services industry, Jack has developed a formula for in-depth information gathering to identify client goals, focusing on solving their most pressing issues, finding solutions for their current... Read more John Robertson LPL Registered Principal, Wealth Strategist (757) 599-9111 (757) 599-9220 email@example.com John earned his bachelor’s degree in Business Administration from Christopher Newport University in 1983. Over his more than 35 years in the financial industry, John has always given comprehensive, straightforward advice for Read more Lynn Sisson-DeBord LPL Investment Advisor Representative (540) 886-4280 (540) 213-0201 firstname.lastname@example.org 117 South Lewis Street, Suite 100. Staunton, VA 24401. Read more Paul Lemacks Insurance Professional 804-282-0767 email@example.com You are under no obligation to use the services of Paul Lemacks and may choose any qualified professional to provide (tax, CPA, legal, mortgage, etc.) services (or “any of the services described above”). Paul Lemacks and... Read more Rebecca Hollis, JD LPL Registered Administrative Associate (804) 335-1200 (804) 381-4569 firstname.lastname@example.org Prior to joining Colonial River Wealth Management, Rebecca Hollis, LPL Registered Administrative Associate, practiced law in New York City for over 10 years, with a focus on corporate and real estate litigation, as well as professional... Read more Richard Adams, ChFC® Financial Advisor (804) 592-5365 (804) 381-4569 email@example.com From a start in insurance, Richard moved into securities, and now applies his love of problem solving and desire to help clients with their financial success by focusing on retirement planning and wealth management. He works with... Read more Rusty Ashby LPL Investment Advisor (540) 886-4280 (540) 213-0201 firstname.lastname@example.org Rusty Ashby, a Virginia native of Staunton and Verona has spent his life in the state, outside of his time in the Navy. Read more Steven Prestyly, MBA, ChFC® LPL Registered Principal (757) 345-0045 (757) 645-3911 email@example.com Steven Prestyly began his career in 1989 after graduating from Adelphi University with a Bachelor in Business Administration, when he began working on Wall Street. He then received his Masters of Business Administration from Adelphi... Read more Tom Sherman Wealth Advisor (540) 846-5491 firstname.lastname@example.org Tom brings over thirty years of experience in the financial field working with clients to best manage their taxes, insurance and investment. His goal is to provide the most efficient interactions of all three of these areas. Tom has... Read more Ty Palmer Wealth Advisor (804) 335-1200 (804) 381-4569 email@example.com Ty Palmer, Wealth Advisor, joins Colonial River with a passion for exceptional client service. The past eight years of Ty’s professional career included financial products in boutique operations. In this role, Ty focused on... Read more Have a Question? Name Email Address Question Thank you! Oops!