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.

Gordon Eide
Senior Vice President / Investments, Branch Manager

James F. Baron, AIF®
Financial Advisor

Richard Crittenden, Jr., AIF®
Senior Vice President / Investments, Financial Advisor

Melissa G. Garrett, AWMA®
Financial Advisor

Niki L. Gooding, AWMA®
Financial Advisor

Jack T. Heyl
First Vice President / Wealth Management, Financial Advisor

F. Houghton Phillips
EVP/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

Christopher Lindbloom
Senior Vice President / Wealth Management, Financial Advisor

Ethan Lindbloom, CFP ®, CLTC
Vice President / Wealth Management, Financial Advisor

John D. Phipps
Senior Vice President / Wealth Management, Financial Advisor

Allan H. Strange, AIF®
Executive Vice President / Investments, Financial Advisor

A. Scott Layne
Branch Operations Manager

Our Associates
of the Richmond Office
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.