Ann Healy is a CFP® with 46 years of industry experience, currently serving at Beale Healy Investment Advisors Inc in Richmond, VA. She has worked with Beale Healy Investment Advisors since 1982 and is also associated with Beale Healy Financial Group, where she provides consultation on insurance and risk management. Beale Healy Investment Advisors serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management focused on individually held securities, complemented by modular financial planning. The firm’s investment approach combines fundamental, technical, and quantitative analysis within a committee framework, employing various strategies from long-term holdings to short-term trading and option positions.

Richard Beale IV is a Chartered Financial Consultant (ChFC®) with 46 years of industry experience. He is a principal at Beale Healy Investment Advisors Inc., where he has worked since 1982, and also has a background in insurance sales through his role at Beale Healy Financial Group, Inc. Outside of his advisory work, he is involved in farming activities as a sole proprietor. Beale Healy Investment Advisors serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management focused primarily on individual securities. The firm combines fundamental, technical, and quantitative analysis with a range of investment strategies, including the use of margin and borrowing, and manages approximately $103 million for a small client base.