Thomas Marshall is a financial advisor with Virginia Estate And Retirement Planning Advisors, Inc., holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Virginia Estate And Retirement Planning Advisors since 2009 and also serves as president of Virginia Tax Center, a tax consulting and preparation firm. Additionally, he has experience running an insurance services business in Richmond, VA. Virginia Estate And Retirement Planning Advisors, Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm designs investment programs tailored to each client’s objectives, time horizon, and risk tolerance, with ongoing asset management and standalone planning services.

Todd Kuimjian is a financial advisor at Virginia Estate and Retirement Planning Advisors, Inc. with one year of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. Prior to joining his current firm, he worked at Comerica Bank for four years and has been a partner and consultant at D&K CPAs, a tax preparation and consulting firm, since 2009. Virginia Estate and Retirement Planning Advisors, Inc. provides discretionary investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers ongoing portfolio oversight aligned with clients’ goals.