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Cheryl F

CFP®, PFS™

Norfolk, VA

Focus Partners Wealth, LLC

Cheryl Furlong is a CFP® and PFS™ with 25 years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management, LLC and Wealthquest Financial Services, LLC. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach through enhanced open architecture, integrating fundamental and quantitative analysis along with a broad platform of investment strategies and affiliated service companies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Allen J

Series 65

Norfolk, VA

Focus Partners Wealth, LLC

Allen Jacob is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, he served in the U.S. Navy for 21 years. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers comprehensive wealth management services with an investment approach that blends fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Brandon T

CFP®, ChFC®, Series 66

Norfolk, VA

Focus Partners Wealth, LLC

Brandon Terkeltaub is a CFP®, ChFC®, and Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Royal Alliance Associates, INC., and Jhfn Sii. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, multiple asset classes, and integrated reporting across managed and held-away assets.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Amanda O

CFP®

Norfolk, VA

Focus Partners Wealth, LLC

Amanda Otto is a CFP® professional with nine years of experience in the financial services industry. She has worked at Focus Partners Wealth, LLC since 2024, following seven years at Buckingham Strategic Wealth, LLC and three years at Wells Fargo Bank. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and alternative strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Jeffrey C

PFS™

Norfolk, VA

Focus Partners Wealth, LLC

Jeffrey Chernitzer is a PFS™ with 26 years of experience in the financial industry. He has worked at Focus Partners Wealth, LLC since 2024, following six years at Buckingham Strategic Wealth, LLC and 18 years at Wealthquest Financial Services, LLC. He is also a longtime shareholder of the CPA firm Wall, Einhorn & Chernitzer, P.C., and serves on the board of the ODU Athletic Foundation. Focus Partners Wealth provides investment management, financial counseling, and a range of wealth services to individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach and offers access to a broad array of investment solutions, including public equities, fixed income, alternative investments, and options strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Naomi B

Series 63, Series 65

Norfolk, VA

Focus Partners Wealth, LLC

Naomi Brock is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She previously worked at Henderson Financial Group and PNC Investments Inc. Outside of her advisory role, she operated Treasure Life Fitness and Health, LLC for 10 years and is a commissioned notary in Virginia. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, family offices, corporations, and institutional clients. The firm offers a range of integrated wealth management services employing a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers and alternative strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Amy B

CFP®, Series 65

Norfolk, VA

Focus Partners Wealth, LLC

Amy Berry is a CFP® and Series 65 registered advisor with three years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held positions at Buckingham Strategic Wealth, LLC and WealthQuest Financial. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate and institutional investors, providing investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture that integrates fundamental and quantitative analysis alongside third-party managers and alternative strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Rankin R

CFP®, Series 63, Series 65

Norfolk, VA

Focus Partners Wealth, LLC

Rankin Ring III is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He previously worked at Buckingham Strategic Wealth, LLC and Wealthquest Financial Services LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of services from investment management to tax and business management. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and offers access to a broad platform of affiliated service companies and specialized investment solutions.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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