I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each client’s unique goals and challenges - delivering thoughtful, tailored strategies that go far beyond a one-size-fits-all approach. I take an educational approach, with a goal of empowering the client to understand how their finances work and feel confident in the plan. Below is a glimpse into just a few of the complex, highly personalized planning journeys I’ve supported clients through. - Home purchase and sale analysis. - Whole life insurance review. - Tax planning. - Business planning. - Estate planning. - Employer stock benefits. Explain in plain English how an employer's Restricted Stock Units (RSU) plan or Employer Stock Purchase Plan (ESPP) work, including the tax implications of receiving benefits or selling stock. Create an investment plan for company stock, taking into account the size relative to total investment portfolio / net worth. - Funding child education costs (K-12 and/or College). - Manage inherited assets. Create a plan for distributing an Inherited IRA within the required window (10 years starting the year after death for a non-spouse beneficiary), considering the tax implications of withdrawals. Help direct funds towards the highest priority financial goals. - And much, much more! HOW I WORK: I offer advice without the need to manage investments. No account minimums. Expert planning, tailored to your needs – whether through hourly, project-based, or ongoing engagements. PLAN MORE, WORRY LESS. Career highlight... Helping clients achieve their financial and life goals, and along the way building a myriad of deeply personal and trusting relationships. Outside work hours, you will find me... Enjoying the great outdoors with my wife Kate, son Albert, and Standard Poodle Calvin. I do it all, but my first love is fly fishing. Education and Credentials - Bachelor of Science, The Ohio State University, with a concentration in Accounting - Certificate in Financial Planning, Bryant University Professional Organizations - Financial Planning Association (FPA) - National Association of Personal Financial Advisors (NAPFA) - XY Planning Network

Eric Jensen is a CFA® charterholder with five years of industry experience, currently serving as the sole advisor at Antrim Investment Research since 2020. Prior to this, he worked at The Riverstone Group and Thompson, Siegel & Walmsley. He is also the founder and CEO of Antrim Research Publications, LLC, which publishes monthly equity research and newsletters for institutional clients. Antrim Investment Research is an independent equity research boutique providing subscription-based research and consulting services to institutional investors and high-net-worth clients. The firm focuses on qualitative fundamental analysis within a value-investing framework and offers research products rather than traditional portfolio management.

David Peters is a CFP® and ChFC® with 10 years of experience in financial advising. He is the principal of Peters Financial LLC in Richmond, VA, and has held roles at firms including Cruice Financial Organization and Carroll Financial Associates. Outside of advising, Peters is involved in tax preparation, insurance consulting, mortgage origination, and financial education businesses. Peters Financial LLC serves individual investors, high-net-worth clients, and small-business retirement plans by providing discretionary portfolio management, financial planning, and estate-planning facilitation. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses to guide long-term investments primarily in mutual funds and ETFs.

Dee Slaughter is a financial advisor with Hunter Michael Investment Advisors Inc in Midlothian, VA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Hunter Michael Investment Advisors since 1998. In addition to his advisory role, he is also a licensed life and health insurance agent and involved in the sale of group annuity contracts for qualified retirement plans. Hunter Michael Investment Advisors provides pension and investment management consulting to individuals, retirement plan trustees, and other fiduciaries. The firm focuses on portfolio construction using mutual funds, ETFs, and external managers, emphasizing client priorities and typically offering non-discretionary advisory services.

Taylor Turner IV is the principal of Taylor Turner Wealth Management LLC in Richmond, VA, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at Captech Ventures, Inc., Capital One, Virtuoso, LLC, and Allegiancy, LLC. He is also involved in SingleStone Consulting, a technology and business consulting firm. Taylor Turner Wealth Management LLC provides investment advice and financial planning primarily to individual clients, offering both discretionary and non-discretionary portfolio management as well as one-time financial plans and consultations. The firm uses quantitative and macroeconomic analysis to develop customized strategies that may include long- and short-term positions, trading, and options.

Boyce Reid is the sole advisor at BGR Advisors, an independent firm based in Midlothian, VA. He holds the CFA® designation and Series 65 license, with 25 years of industry experience. Reid has led BGR Advisors since 2007. BGR Advisors provides customized investment management primarily to high-net-worth individuals and related entities. The firm employs fundamental analysis to select securities and focuses on long-term investment horizons while managing a limited number of tailored accounts.

Wendell Fuller is a CFP® and Series 65-registered financial advisor with 21 years of industry experience. He has led Fuller Wealth Advisors in Richmond, VA, since 2011. Fuller Wealth Advisors is an independent, fee-only firm providing financial planning and discretionary investment management to individuals, families, trusts, estates, small businesses, and institutional clients including charitable organizations and pension plans. The firm’s investment approach is research-driven, focusing on strategic asset allocation and long-term, passive investing with integrated financial planning services.

Danny Thompson is the principal of Thompson Financial Advisors in N. Chesterfield, VA, holding Series 63 and Series 65 licenses with four years of experience in financial advising. He has a long tenure at Great American Advisors, Inc. and Stuart Financial Corp., spanning over two decades. Outside of his advisory role, he owns and manages DTFinancial, an insurance business. Thompson Financial Advisors is a state-registered investment adviser serving institutional and private clients, including pension plans, foundations, trusts, and individuals. The firm combines portfolio management, financial planning, consulting, and an online robo-advisory service with significant involvement in insurance and mortgage brokerage activities.

Timothy Nitz is a financial advisor at Ardent Wealth Advisory, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ardent Wealth Advisory since 2016. Outside of advisory work, he is involved in web development and accounting through WEB COMMANDER, LLC, the parent company of his firm, and also manages a separate non-variable insurance business. Ardent Wealth Advisory provides discretionary portfolio management and wrap-fee advisory services primarily to individual and high-net-worth clients, using asset allocation and cyclical analysis to guide investment decisions. The firm sponsors a wrap fee program that combines advisory and brokerage services and requires the use of TD Ameritrade as custodian.

Alexander Casas is the principal advisor at Rock Steady Wealth, Inc. in Richmond, VA, holding a Series 65 designation with 12 years of industry experience. In addition to his financial advisory role, he is involved in IT consulting through Casas Computer Consulting, LLC, and provides aerial film and photography services via Richmond Aerial Drone, LLC. He also serves as president of operations and treasurer for Build, RVA, a nonprofit maker space focused on STEM education. Rock Steady Wealth offers investment advice and portfolio management to individuals, trusts, businesses, estates, charitable organizations, and pension plans. The firm combines Modern Portfolio Theory with multiple analytical approaches and behavioral finance to tailor investment strategies, providing both discretionary management and consulting services, including the use of options and derivatives.

Jeffrey Goodstein is a financial advisor at Insight Financial, Inc. in Richmond, VA, with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Insight Financial since 1999. Insight Financial serves individual investors, including high-net-worth clients, trusts, and retirement accounts, managing a small, discretionary client roster with approximately $25 million in assets. The firm combines fundamental and technical analysis to tailor portfolios and offers a unique short-term, actively traded bond strategy known as the 20:20 Bond Strategy.

John Flounders is a financial advisor at Roseline Capitol Advisors, LLC in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. He has been associated with the Roseline group of firms since 2005, including Roseline Tax Advisors, LLC and Roseline Financial Group, LLC. Roseline Capitol Advisors offers discretionary and non-discretionary investment management and consulting services to high-net-worth individuals, trusts, retirement accounts, not-for-profits, foundations, and other institutions. The firm employs a combination of charting, technical, fundamental, and cyclical analysis to create model or customized portfolios, integrating tax consulting and financial planning through its affiliated CPA practice.

William Bonwell is a CFP® with 30 years of industry experience and the principal of Bonwell Capital Management, LLC, where he has worked since 2006. He also operates as an independent insurance agent, providing life and health insurance services as part of his comprehensive financial planning. Bonwell Capital Management advises individuals, trusts, foundations, retirement plans, and corporations, offering personalized financial planning, investment management, and consulting. The firm develops client-specific asset allocation guidelines and manages portfolios using a range of securities, focusing on fundamental research and tax-efficient implementation.

Harvey Abbott is a Series 65-licensed financial advisor with 16 years of experience, currently serving at Frontier Financial Partners, LLC since 2010. He is based in Richmond, VA, and works within a four-advisor team. Frontier Financial Partners provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, supplemented by active funds or alternatives in satellite positions, with global diversification.

Daniel Hill is a CFP® with 26 years of industry experience, currently serving as the principal of Hill Wealth Strategies in Richmond, VA. He has been associated with his own firms, including D.R. Hill Wealth Strategies and D.R. Hill & Associates, since 2006. In addition to financial advising, he is involved in fixed insurance services and health insurance brokerage. Hill Wealth Strategies is a fee-based advisory firm that provides financial planning and consulting to individuals and high-net-worth clients. The firm collaborates with third-party money managers for investment implementation, focusing on cash-flow analysis and risk management while refraining from managing or custodian client assets directly.

John Ellison is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Richmond Quantitative Advisors, LLC since 2017 and previously at MCMG Capital Advisors, Inc. from 2015 to 2017. Ellison is also a member of New Core Investment Partners, LLC, the general partner of New Core Quantitative, LP. Richmond Quantitative Advisors, LLC provides discretionary portfolio management, model delivery, and financial advisory services to individuals, institutions, pooled investment vehicles, and registered investment companies. The firm employs a quantitative, data-driven investment process with tactical, dynamically rebalanced models and offers cryptocurrency portfolio management alongside traditional asset management services.

Michael Powers is a CFP®, PFS™, and holds a Series 66 license with 15 years of industry experience. He has worked at Manuka Financial since 2021 and previously spent seven years at Verus Financial Partners. Manuka Financial serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm uses a Modern Portfolio Theory-based approach focused on passive strategies such as index mutual funds and ETFs to build diversified, tax-efficient portfolios with a long-term perspective.

Alicia Borghi is a financial advisor at Z3 Capital Partners with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors. Z3 Capital Partners provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, businesses, and business owners. The firm employs fundamental analysis and active portfolio management within a structured framework to align income, growth, and higher-growth allocations, primarily managing accounts on a discretionary basis through a wrap fee program.

Richard Krafcik Jr. is a financial advisor at Cobblestone Asset Management in Richmond, VA, with 20 years of industry experience. He has been affiliated with Cobblestone since 2007 and also worked with Independent Financial Group and Stack Financial Group. Outside of his advisory work, he serves on the steering team of Passion Community Church and on the board of directors for FC Richmond, a non-profit soccer organization. Cobblestone Asset Management provides discretionary portfolio management and advisory services to individuals, corporations, and other financial advisors, using a combination of quantitative, fundamental, technical, and portfolio theory analyses to tailor portfolios to client goals and risk tolerances. The firm supports multiple investment strategies and operates as a platform sponsor and wrap fee program sponsor, overseeing more than $250 million in discretionary assets.

Grant Thigpen is a financial advisor with James River Asset Management, LLC, holding a Series 65 credential. He has one year of industry experience and previously worked with Pathfinder Wealth Partners and served four years at the International Mission Board. His background includes roles in education and nonprofit organizations. James River Asset Management serves individual, high-net-worth, and institutional clients, managing approximately $273.8 million across about 411 clients with a five-advisor team. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing proprietary model portfolios overseen by an internal investment committee.