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Cheryl F
CFP®, PFS™
Norfolk, VA
Focus Partners Wealth, LLC
Cheryl Furlong is a CFP® and PFS™ credentialed advisor with 26 years of experience in financial planning and wealth management. She has worked at Focus Partners Wealth, LLC since 2024, following six years at Buckingham Asset Management, LLC and eighteen years at Wealthquest Financial Services, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services, including investment management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach combining active and passive strategies, quantitative analysis, and specialized tools such as trend-following and options overlay strategies.
Allen J
Series 65
Norfolk, VA
Focus Partners Wealth, LLC
Allen Jacob is a Series 65 licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he served 21 years in the U.S. Navy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with fundamental and quantitative analysis under an enhanced open architecture framework.
Brandon T
CFP®, ChFC®, Series 66
Norfolk, VA
Focus Partners Wealth, LLC
Brandon Terkeltaub is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior work includes roles at Buckingham Strategic Wealth, Royal Alliance Associates, and Jhfn Sii. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services focused on long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds.
Amanda O
CFP®
Norfolk, VA
Focus Partners Wealth, LLC
Amanda Otto is a CFP® professional with nine years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, LLC and Wells Fargo Bank. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Jeffrey C
PFS™
Norfolk, VA
Focus Partners Wealth, LLC
Jeffrey Chernitzer is a PFS™ credentialed advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Wealthquest Financial Services, LLC, and maintained a long-standing role at Wall, Einhorn & Chernitzer, P.C. outside the investment field. He also serves on the board of the ODU Athletic Foundation, a nonprofit organization. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive suite of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.
Naomi B
Series 63, Series 65
Norfolk, VA
Focus Partners Wealth, LLC
Naomi Brock is a financial advisor with Focus Partners Wealth, LLC in Norfolk, VA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions at Henderson Financial Group and PNC Investments Inc. She also operated Treasure Life Fitness and Health, LLC for 10 years. Additionally, she is a licensed notary in Virginia. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.
Amy B
CFP®, Series 65
Norfolk, VA
Focus Partners Wealth, LLC
Amy Berry is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and WealthQuest Financial. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and business management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.
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 affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, LLC and Wealthquest Financial Services LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party separate account managers, and private funds within an enhanced open architecture framework.
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