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...
Adele Mahoney
Client Services Specialist
Adele.Mahoney@ColonialRiver.com
Adele Mahoney joins Colonial River Wealth Management with an extensive background having spent her career in the banking industry. Joining Key Bank in 1982 Adele spent 5 years, and then continued on to Five Star Bank where she served...
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
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.
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
Kayla Courtney
Communications Specialist
kayla.courtney@colonialriver.com
Kayla Courtney joins Colonial River as a Suma Cum Laude graduate of Radford University where she received her Bachelor of Science in Fashion Merchandising. Kayla was also a participant in the Radford University Honors Academy.With a...
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...
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...