Team
Alexandra Bowers
Operations Manager
(804) 381-4569
alexandra.bowers@colonialriver.com
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
Fritz Jung
Client Relationship Director
(804) 381-4569
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.
Jessica Upchurch
Financial Planning Assistant
757-599-9220
jessica.upchurch@colonialriver.com
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...
Alex Hendrickson, APMA
Wealth Advisor
(804) 381-4569
alex.hendrickson@colonialriver.com
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
Blake Hicks, JD
Wealth Advisor
757-599-9220
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...
Carl Granderson, Sr
Agent
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.
Cathy Belanger CFP®, EA
Hybrid Limited Securities Professional
(804) 381-4569
cathy.belanger@colonialriver.com
Cathy Belanger CFP®, EA is a Hybrid Limited Securities Professional with Colonial River Wealth Management.
Christina Drumm-Boyd
Christina is the owner and founder of Care Connect of Hampton Roads, Inc - full-service geriatric case management firm.
Christopher M. Mortara
VP Senior Compliance Consultant
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...
Devin Garofalo, AIF®
Chief Executive Officer, Wealth Advisor
(804) 381-4569
devin.garofalo@colonialriver.com
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...
Heidi Garofalo
Chief Operations Officer
(804) 381-4569
heidi.garofalo@colonialriver.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...
John Robertson
LPL Registered Principal, Wealth Strategist
(757) 599-9220
john.robertson@colonialriver.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
Lynn Sisson-DeBord
LPL Investment Advisor Representative
(540) 213-0201
lynn.sissondebord@colonialriver.com
117 South Lewis Street, Suite 100. Staunton, VA 24401.
Paul Lemacks
Insurance Professional
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...
Rebecca Hollis, JD
LPL Registered Administrative Associate
(804) 381-4569
rebecca.hollis@colonialriver.com
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...
Richard Adams, ChFC®
Financial Advisor
(804) 381-4569
richard.adams@colonialriver.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...
Rusty Ashby
LPL Investment Advisor
(540) 213-0201
Rusty Ashby, a Virginia native of Staunton and Verona has spent his life in the state, outside of his time in the Navy.
Steven Prestyly, MBA, ChFC®
LPL Registered Principal
(757) 645-3911
steven.prestyly@colonialriver.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...
Tom Sherman
Wealth Advisor
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...
