“The foundation for applying our expertise and experience, is how much we care for our clients.”
“The foundation for applying our expertise and experience, is how much we care for our clients.”
PARTNER
Alan has been working in the financial industry since 2000 and as a financial advisor since 2002 when he graduated with a B.A. in Economics from the University of Virginia. In 2009 he also earned the CERTIFIED FINANCIAL PLANNER™ certification.
A longtime resident of Williamsburg, Alan originally arrived in 1990 after his father retired from a career of military service. Alan currently resides in James City County with his wife, Laura, a high school teacher, and two sons, Preston and Logan. Alan serves as a volunteer USA Swimming Official, Cub Scout Leader, and enjoys many hobbies including swimming, cycling, running, photography, and woodworking.
PARTNER
Bruce is a graduate of William Patterson University with a B.S. in Biology and holds a Masters of Business Administration from Indiana Wesleyan University. Prior to entering the wealth management field Bruce was the president for Tyrolit Abrasives, U.S. Operations. In 1997 Bruce began his career as a Financial Advisor and now holds the CERTIFIED FINANCIAL PLANNER™ certification. A Lincoln Park, NJ native, Bruce lives in Williamsburg with his wife, Donna.
PARTNER
Charles is a native of Hampton, Virginia and graduated from Christopher Newport College (now University) with a B.A. in Finance and earned a Masters of Business Administration Degree (MBA) from the College of William and Mary. Prior to entering the wealth advisory profession in 1996, Charles enjoyed a ten year career in retail and commercial banking on the lower Peninsula. His credentials also include the CERTIFIED FINANCIAL PLANNER™ certification. Charles lives in lower York County and enjoys being a driver for his golden retriever, Samson.
OPERATIONS MANAGER
Amy has been working as an associate in the financial industry since 1997 and has been a Registered Associate since 2001. Amy is our lead administrative and operational support associate. She resides in Williamsburg with her husband Miles.
RECEPTIONIST
Dinda is a native Brazilian who was raised in Virginia. Prior to working in the financial industry she was engaged in customer service in the airline industry. Dinda resides in Williamsburg with her husband, DJ. Outside of the office Dinda enjoys cooking, traveling, and snowboarding.
