Broker Check

Meet the team

C. H.  Alexander "Alex"   Altizer, RICP®, ChFC

C. H. Alexander "Alex" Altizer, RICP, ChFC

Financial Consultant, Retirement Planning Specialist

804-287-0234

804-285-3134

James  "Jim"    Blassingham, CLU, AIF, CPFA

James "Jim" Blassingham, CLU, AIF, CPFA

Financial Consultant, Retirement Planning Specialist

757-461-2210

800-672-4147

Matthew "Matt"   McKenna, RICP, CFP, ChFC

Matthew "Matt" McKenna

Financial Consultant, Retirement Planning Specialist

804-287-0223

804-285-3134

Stephen "Steve"  Powell, ChFC, RFC

Stephen Powell, ChFC, RFC

Financial Consultant, Retirement Planning Specialist

757-461-2210

888-533-5506

Monika  Battista, MBA

Monika Battista, MBA

Marketing Specialist

Tasha  Coconis, JD

Tasha Coconis, JD

Compliance Manager/Senior Branch Controls Manager

Dan  McNulty, CFP, ChFC, AIF

Dan McNulty, CFP, ChFC, AIF

Director of Wealth Management

Michelle Mast, CFP®, CLU, MBA

Michelle Mast, CFP®, CLU, MBA

Financial Consultant, Retirement Planning Specialist

804-287-0229