Associates
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Charles Hoyt A. "Alex" Altizer, RICP®
Financial Consultant
Richmond, VA -
James Blassingham, III, CLU, AIF, CPFA
Retirement Planning Specialist
Norfolk, VA -
James "Jay" Denny, III CLU, ChFC
Retirement Planning Specialist
Richmond, VA -
Matthew "Matt" McKenna
Retirement Planning Specialist
Richmond, VA -
Stephen Powell, ChFC, RFC
Financial Consultant
Norfolk, VA -
John Cavanagh
Financial Professional
Norfolk, VA -
Richard “Dickie” Weart
Financial Professional
Richmond, VA -
Monika Battista, MBA
Marketing Specialist
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Tasha Coconis, JD
Compliance Manager
Senior Branch Controls Manager -
Dan McNulty, AIF
Asset Manager Support
