Midlothian, VA Wylderose Dr Office

Will Nordt is a CERTIFIED FINANCIAL PLANNER™ professional and an IRS Enrolled Agent at Virginia Asset Management in Midlothian, Virginia & Charlottesville, Virginia. He is the firm's only Enrolled Agent, and he works with Richmond and Charlottesville-area corporate executives, business owners, and high-income families whose financial lives have grown complicated enough that taxes drive most of the important decisions. The Enrolled Agent credential is the highest tax designation the IRS awards, and it is uncommon among financial advisors. Will does not prepare tax returns. He reads them. He models what a decision will cost before it gets made, and he coordinates directly with a client's CPA so the plan and the filing agree. As an Enrolled Agent, he is also authorized to represent clients before the IRS. That matters because of a gap most people do not notice until it costs them money. The financial advisor never sees the tax return. The CPA never sees the portfolio. Both are competent, and the plan still leaks, because nobody is holding both documents at once. Executives and equity-compensated professionals. When to exercise incentive stock options and how to manage alternative minimum tax exposure. What to do when RSUs vest and the default withholding falls short. Whether to participate in an ESPP. Deferred compensation elections that come due in November with real consequences and no guidance attached. How to diversify out of a concentrated position in employer stock without triggering an avoidable bill. Multi-year Roth conversion and charitable planning modeled against an actual return rather than an estimated bracket. Business owners. Entity and compensation structure, retirement plan design, key employee retention strategies, and preparing a company for a marketable sale, planned against the owner's personal balance sheet instead of treated as a separate exercise. Families managing complexity. Households come to Will at pivotal moments: a promotion, a liquidity event, an inheritance, a business sale, the approach of retirement. For many of these clients he serves as the family's CFO, the single point of coordination across investments, tax strategy, estate documents, and insurance. Will is a member of the Estate Planning Council of Richmond, Virginia, one of the oldest estate planning councils in continuous operation in the country, and a member of the Financial Services Institute. He began his career on the tax side at Hantzmon Wiebel LLP in Charlottesville before joining Virginia Asset Management in 2021. Will earned a bachelor's degree in Applied Statistics and Economics from the University of Virginia, where he served as a Young Life leader at Journey Middle School in Albemarle County. He and his wife, Grace, live in Richmond with their miniature Australian Shepherd, Birdie. They are active members of City Church of Richmond. Outside of work, Will enjoys golf, good bourbon, and cheering on UVA Men's Basketball and Manchester United. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts and third-party solutions, supported by its institutional structure and retirement capabilities. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. As an Enrolled Agent (EA), William R. Nordt is admitted to provide tax advice and representation before the IRS. Tax advisory services provided by William R. Nordt are offered through a separate entity independent of Cetera and Virginia Asset Management. Any tax advice contained herein is based on current federal tax law and is provided for informational purposes only, based on the facts as presented. This advice may change if additional information becomes available or if applicable law changes. No assurance is given that the IRS or any taxing authority will agree with the conclusions expressed. Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Virginia Asset Management is independently owned and operated.

Ann Marie Cerullo is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at Johnston Willis Hospital for 19 years before entering the financial services sector. Cerullo also provides operational support at Virginia Asset Management. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Heather Snead is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has held roles at VAM Partners, Virginia Asset Management, Securian Financial Services Inc., and BB&T Securities. Outside of her advisory duties, she serves as Vice President of Compliance and Business Operations at Virginia Asset Management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with options including discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party managers.

Grayson Harris is a financial advisor at Cetera with Series 66 credentials and less than one year of industry experience. He has held roles at Cetera Wealth Services, Virginia Asset Management, and other affiliated entities since 2025. Outside of his advisory work, he serves as an assistant baseball coach for a local travel sports organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform that includes model portfolios, third-party manager selections, and customized strategies across various program structures.

Christopher Kitchen is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. He has held advisory roles at Virginia Asset Management since 2016 and has experience with Minnesota Life Insurance Co and Securian Financial Services Inc. In addition to his advisory work, he is an insurance agent selling life, health, disability, annuities, and long-term care products, and is a partner in a private equity investment LLC. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Michael White Jr. is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at Virginia Asset Management, Securian Financial Services, and Minnesota Life Insurance Co. Outside of his advisory work, he serves as a volunteer officer at the Virginia Military Institute and works as a consultant for Timmons Group. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a range of program structures with over $256 billion in assets under management and a network of more than 10,000 advisors.

Christopher Parker is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has previously worked at Endeavor Capital, LLC and Towe Insurance Service, Inc. Outside of his advisory role, he is involved with Milk & Honey LLC, a luxury goods business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers portfolio management, financial planning, and access to third-party money managers.

Robert Basham Jr. is a financial advisor with Cetera, holding the Series 63 and Series 65 registrations and bringing 38 years of industry experience. He has worked at Cetera since 2023 and concurrently serves as a financial advisor at Virginia Asset Management since 2018. Basham also holds a board member position on the Citizens Transportation Advisory Committee in Richmond, Virginia. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to a variety of third-party managers through a multi-manager platform.

James Robertson is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked at firms including Virginia Asset Management and Securian Financial Services Inc. Robertson is also involved in fixed insurance sales through Virginia Asset Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management services, financial planning, and access to third-party money managers.

Leo Whitlow Jr. is a financial advisor at Cetera with Series 63 and Series 65 licenses and 44 years of industry experience. He previously worked at Select Brokers, LLC and Securian Financial Services, Inc. He serves as a board member and officer of the Varina Ruritan Club. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that provides access to model portfolios, third-party managers, and bespoke strategies under various program structures and custodial relationships.

William Burford is a financial advisor at Cetera with over 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes long-term roles at Securian Financial Services and Minnesota Mutual Life, and he also engages in fixed insurance sales through Select Brokers LLC and Virginia Asset Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Christopher Williams is a CFP® professional with 24 years of experience in financial advising. He is currently with Cetera and has prior roles at Virginia Asset Management LLC and Select Brokers, among others. He serves as a member of the alumni receivership committee for the Epsilon chapter of Pi Kappa Alpha, a nonprofit role related to fraternity oversight. Cetera Investment Advisers LLC operates as a multi-manager platform, providing services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with portfolio management, financial planning, and access to various third-party managers and program structures.

William Atkinson Jr. is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked with firms including Securian Financial Services and Virginia Asset Management. Atkinson has also been involved in fixed insurance sales as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a network of over 10,000 advisors managing more than $256 billion in assets.

Francis Sloan III is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Virginia Asset Management, Securian Financial Services, and MetLife Securities. Sloan serves on several advisory boards and nonprofit organizations in Virginia, including the Chesterfield County Planning Commission and the Virginia Association of Community Services Boards. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base ranging from individual investors to institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a network of over 10,000 advisors and $256 billion in assets under management.

Christopher Andres Jr. is a Series 66 licensed financial advisor with Cetera, where he has worked since 2025. He has no prior industry experience before joining Cetera and has held several positions outside of finance, including roles at Exquisite Pools, Foundry Golf Club, Palermo Restaurant, and James Madison University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through a large network of independent advisors.