Who We Are
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Gordon Eide
Senior Vice President / Investments, Complex Manager
John F. Baron, AIF®
Vice President / Wealth Management, Financial Advisor
Richard Crittenden, Jr., AIF®
Senior Vice President / Investments, Financial Advisor
Melissa G. Garrett, CFP®, CDFA®, AIF®, AWMA®
First Vice President / Wealth Management, Financial Advisor
Niki L. Gooding, CFP®, AWMA®
First Vice President / Wealth Management, Financial Advisor
First Vice President, Wealth Management
First Vice President / Wealth Management, Financial Advisor
Ronald H. Holmes
Senior Vice President | Wealth Management, Financial Advisor
Philip H. Janney
Vice President / Investments, Financial Advisor
David E. Jennings
First Vice President / Wealth Management, Financial Advisor
William S. Jeter
Vice President / Wealth Management, Financial Advisor
Ethan D. Lindbloom, CFP®, AIF®, CLTC
Executive Vice President / Wealth Management, Financial Advisor
F. Houghton Phillips
Executive Vice President / Wealth Management, Financial Advisor
John D. Phipps
Senior Vice President / Wealth Management, Financial Advisor
Whitney E. Riley
First Vice President | Wealth Management - Financial Advisor
Katherine M. Schiefelbein, CDFA®, CLTC®
Associate Vice President / Wealth Management, Financial Advisor
Allan H. Strange, AIF®
Executive Vice President / Wealth Management, Financial Advisor
Lindsay Walker, CFP®
Financial Advisor
A. Scott Layne
Richmond Complex Operations Manager | Downtown | West End | Fredericksburg
Our Associates
of the Richmond Complex | Downtown | West End | Fredericksburg
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.